13F filing recap · Q2 2021

What did Chou Associates buy in Q2 2021?

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

Stock value

$171.09M

Positions

Estimated turnover

6.5%

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

RFPResolute Forest Products Inc$48.07Mreported value-619.0K shares-13.6%CCitigroup Inc$4.08Mreported value-10.0K shares-14.8%GSThe Goldman Sachs Group, Inc.$2.69Mreported value-6.9K shares-49.3%

Exited positions

BACBank of America Corp$324.0Kprior reported value-8.4K shares-100.0%