13F filing recap · Q4 2024

What did Chou Associates buy in Q4 2024?

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

Stock value

$143.52M

Positions

Estimated turnover

15.2%

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.

Quarter in review

Chou Associates opened a new position in Sunrise Communications AG and exited Hertz Global Holdings, Navient Corp, and Occidental Petroleum Corporation. The firm trimmed Berkshire Hathaway and added to Synchrony Financial. It also substantially reduced Sirius XM Holdings and Liberty Global.

New positions

SNRENSunrise Communications AG$103.4Kreported value+2.4K shares

Increased positions

SYFSynchrony Financial$14.02Mreported value+22.5K shares+11.6%

Reduced positions

BRK.ABerkshire Hathaway Inc$58.56Mreported value-4 shares-4.4%SIRISirius XM Holdings Inc.$287.0Kreported value-11.1K shares-46.8%LBTYALiberty Global Ltd.$153.1Kreported value-109.8K shares-90.1%

Exited positions

OXYOccidental Petroleum Corporation$10.31Mprior reported value-200.0K shares-100.0%NAVINavient Corp$4.12Mprior reported value-264.2K shares-100.0%OXYOccidental Petroleum Corporation$2.02Mprior reported value-68.0K shares-100.0%HTZWWHertz Global Holdings, Inc$420.7Kprior reported value