13F filing recap · Q2 2025

What did Chou Associates buy in Q2 2025?

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

Stock value

$182.84M

Positions

Estimated turnover

10.5%

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.

Quarter in review

Chou Associates exited Liberty Global and substantially trimmed Stellantis and China Yuchai International. The firm dramatically increased its Occidental Petroleum and Methanex positions.

Increased positions

OXYOccidental Petroleum Corporation$13.15Mreported value+245.0K shares+360.3%MEOHMethanex Corporation$662.2Kreported value+16.0K shares+400.0%

Reduced positions

STLAStellantis N.v.$6.94Mreported value-704.4K shares-50.4%CYDChina Yuchai International Limited$558.6Kreported value-50.0K shares-68.2%

Exited positions

LBTYALiberty Global Ltd.$138.1Kprior reported value-12.0K shares-100.0%