13F filing recap · Q4 2022

What did Chou Associates buy in Q4 2022?

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

Stock value

$70.74M

Positions

Estimated turnover

75.4%

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

ALLYAlly Financial Inc.$3.81Mreported value+155.7K shares SYFSynchrony Financial$1.91Mreported value+58.0K shares CIXCI Financial Corp$286.4Kreported value+28.7K shares MEOHMethanex Corporation$151.4Kreported value+4.0K shares

Increased positions

HTZWWHertz Global Holdings, Inc$5.53Mreported value+644.3K shares+662.1%LBTYALiberty Global Ltd.$1.83Mreported value+84.8K shares+706.9%

Reduced positions

BRK.ABerkshire Hathaway Inc$37.50Mreported value-20 shares-20.0%RFPResolute Forest Products Inc$5.64Mreported value-1.73M shares-86.8%

Exited positions

JPMJPMorgan Chase & Co$2.54Mprior reported value-24.3K shares-100.0%GSThe Goldman Sachs Group, Inc.$2.08Mprior reported value-7.1K shares-100.0%PKXPosco Holdings Inc.$769.0Kprior reported value-21.0K shares-100.0%GNUSGenius Brands Intl Inc$205.0Kprior reported value-341.3K shares