13F filing recap · Q2 2024

What did Chou Associates buy in Q2 2024?

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

Stock value

$139.06M

Positions

Estimated turnover

66.0%

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

GOOGAlphabet Inc.$15.11Mreported value+82.4K shares AAPLApple Inc.$9.27Mreported value+44.0K shares POOLPool Corporation$3.27Mreported value+10.6K shares MCOMoody’s Corporation$2.48Mreported value+5.9K shares PYPLPayPal Holdings, Inc.$2.38Mreported value+41.0K shares BACBank of America Corp$1.99Mreported value+50.0K shares MBIMbia Inc.$1.76Mreported value+321.0K shares CASHPathward Financial, Inc.$1.55Mreported value+27.4K shares AGOAssured Guaranty Ltd$847.9Kreported value+11.0K shares JEFJefferies Financial Group Inc.$546.7Kreported value+11.0K shares LPXLouisiana-Pacific Corporation$484.6Kreported value+5.9K shares LEALear Corp$456.8Kreported value+4.0K shares CACCCredit Acceptance Corp$134.8Kreported value+262 shares VTSVitesse Energy, Inc.$30.6Kreported value+1.3K shares

Increased positions

BRK.ABerkshire Hathaway Inc$55.10Mreported value+10 shares+12.5%SYFSynchrony Financial$9.12Mreported value+73.2K shares+61.0%STLAStellantis N.v.$9.06Mreported value+426.4K shares+1421.3%ALLYAlly Financial Inc.$8.95Mreported value+69.8K shares

Reduced positions

HTZWWHertz Global Holdings, Inc$590.9Kreported value-499.4K shares-67.3%

Exited positions

BHCBausch Health Companies Inc.$7.76Mprior reported value-715.0K shares-100.0%BBBlackberry Limited$876.1Kprior reported value-312.9K shares-100.0%