13F filing recap · Q4 2019

What did Chou Associates buy in Q4 2019?

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

Stock value

$171.81M

Positions

Estimated turnover

7.8%

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.

Reduced positions

BHCBausch Health Companies Inc.$48.44Mreported value-30.0K shares-1.8%WFCWells Fargo & Company/mn$11.27Mreported value-130.0K shares-38.3%DVADaVita Inc.$7.56Mreported value-20.0K shares-16.6%BACBank of America Corp$999.0Kreported value-65.0K shares-69.6%

Exited positions

ENDPEndo International Plc$1.22Mprior reported value-380.0K shares-100.0%TEVATeva Pharmaceutical Industries Limited$103.0Kprior reported value-15.0K shares-100.0%