13F filing recap · Q2 2010

What did Chou Associates buy in Q2 2010?

Reported stock-position changes between this filing and the previous one.

Stock value

$307.42M

Positions

Estimated turnover

18.9%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

BAC WS ABank of America Corp$9.18Mreported value+1.20M shares BPBp Plc$289.0Kreported value+10.0K shares VODVodafone Group Public Ltd Co$207.0Kreported value+10.0K shares

Increased positions

NOKNokia Corp$245.0Kreported value+15.0K shares+100.0%

Reduced positions

KGKing Pharmaceuticals Inc$51.06Mreported value-100.0K shares-1.5%BVFBiovail Corp$37.27Mreported value-200.0K shares-9.4%WPIWatson Pharmaceuticals Inc$25.78Mreported value-70.0K shares-9.9%ODPThe Odp Corporation$1.50Mreported value-800.0K shares

Exited positions

RCNIRcn Corporation$25.65Mprior reported value-1.70M shares-100.0%CTGGQwest Communications International Inc$10.44Mprior reported value-2.00M shares-100.0%