13F filing recap · Q2 2013

What did Chou Associates buy in Q2 2013?

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

Stock value

$356.98M

Positions

Estimated turnover

22.8%

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.

Increased positions

RFPResolute Forest Products Inc$49.33Mreported value+985.7K shares+35.7%

Reduced positions

OSTKOverstock.com Inc$30.65Mreported value-1.22M shares-53.0%ACTActavis Inc$23.40Mreported value-150.0K shares-44.7%GSThe Goldman Sachs Group, Inc.$11.34Mreported value-40.0K shares-34.8%SSprint Nextel Corporation$2.97Mreported value-1.20M shares

Exited positions

OSHOrchard Supply Hardware Stores Corporation$87.0Kprior reported value-21.8K shares-100.0%