13F filing recap · Q1 2021

What did Chou Associates buy in Q1 2021?

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

Stock value

$172.41M

Positions

Estimated turnover

5.2%

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

STLAStellantis N.v.$533.0Kreported value+30.0K shares LBTYALiberty Global Ltd.$308.0Kreported value+12.0K shares

Reduced positions

RFPResolute Forest Products Inc$49.89Mreported value-12.5K shares-0.3%BHCBausch Health Companies Inc.$47.42Mreported value-44.0K shares-2.9%WFCWells Fargo & Company/mn$6.62Mreported value-40.0K shares-19.1%MBIMbia Inc.$5.76Mreported value-20.0K shares

Exited positions

DVADaVita Inc.$1.26Mprior reported value-10.7K shares-100.0%FCAUFiat Chrysler Automobiles N.v.$543.0Kprior reported value-30.0K shares-100.0%