Chou Associates Management Inc. Long-Term Concentrated

CIK: 0001389403 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $182,842 (100.0% shares, 0.0% debt)

Holdings (31)

BRK/A BERKSHIRE HATHAWAY INC DEL 34.3%

Value ($000) $62,677 Shares 86 Est. Cost $215186.81 Unrealized +254.0%

SIRI SIRIUSXM HOLDINGS INC 8.8%

Value ($000) $16,136 Shares 702,462 Est. Cost $23.69 Unrealized -9.1%

GOOG ALPHABET INC 8.0%

Value ($000) $14,615 Shares 82,390 Est. Cost $168.88 Unrealized -2.4%

SYF SYNCHRONY FINANCIAL 7.9%

Value ($000) $14,396 Shares 215,702 Est. Cost $38.18 Unrealized +45.0%

OXY OCCIDENTAL PETE CORP 7.2%

Value ($000) $13,149 Shares 313,000 Est. Cost $42.61 Unrealized -3.4%

AAPL APPLE INC 4.9%

Value ($000) $9,027 Shares 44,000 Est. Cost $185.12 Unrealized +8.8%

ALLY ALLY FINL INC 4.8%

Value ($000) $8,784 Shares 225,525 Est. Cost $27.73 Unrealized +21.8%

STLA STELLANTIS N.V 3.8%

Value ($000) $6,941 Shares 692,000 Est. Cost $13.99 Unrealized —

C CITIGROUP INC 2.7%

Value ($000) $4,911 Shares 57,695 Est. Cost $35.76 Unrealized +99.1%

WFC WELLS FARGO CO NEW 2.6%

Value ($000) $4,771 Shares 59,542 Est. Cost $53.47 Unrealized +33.1%

BABA ALIBABA GROUP HLDG LTD 2.6%

Value ($000) $4,752 Shares 41,900 Est. Cost $128.26 Unrealized —

POOL POOL CORP 1.7%

Value ($000) $3,100 Shares 10,636 Est. Cost $353.26 Unrealized -15.3%

PYPL PAYPAL HLDGS INC 1.7%

Value ($000) $3,047 Shares 41,000 Est. Cost $63.46 Unrealized +7.7%

MCO MOODYS CORP 1.6%

Value ($000) $2,959 Shares 5,899 Est. Cost $393.01 Unrealized +17.3%

GM GENERAL MTRS CO 1.4%

Value ($000) $2,559 Shares 52,000 Est. Cost $48.81 Unrealized -3.6%

BAC BANK AMERICA CORP 1.3%

Value ($000) $2,366 Shares 50,000 Est. Cost $36.84 Unrealized +12.5%

CASH PATHWARD FINANCIAL INC 1.2%

Value ($000) $2,167 Shares 27,389 Est. Cost $52.35 Unrealized +45.9%

MBI MBIA INC 0.8%

Value ($000) $1,393 Shares 321,000 Est. Cost $5.99 Unrealized -26.0%

AGO ASSURED GUARANTY LTD 0.5%

Value ($000) $957 Shares 10,990 Est. Cost $76.83 Unrealized +10.7%

MEOH METHANEX CORP 0.4%

Value ($000) $662 Shares 20,000 Est. Cost $33.13 Unrealized -2.7%

JEF JEFFERIES FINL GROUP INC 0.3%

Value ($000) $601 Shares 10,987 Est. Cost $42.74 Unrealized +12.9%

CYD CHINA YUCHAI INTL LTD 0.3%

Value ($000) $559 Shares 23,364 Est. Cost $8.06 Unrealized +113.1%

LPX LOUISIANA PAC CORP 0.3%

Value ($000) $506 Shares 5,886 Est. Cost $83.52 Unrealized +6.4%

IMO IMPERIAL OIL LTD 0.2%

Value ($000) $397 Shares 5,000 Est. Cost $58.14 Unrealized +20.8%

MGA MAGNA INTL INC 0.2%

Value ($000) $386 Shares 10,000 Est. Cost $38.61 Unrealized -10.1%

LEA LEAR CORP 0.2%

Value ($000) $380 Shares 4,000 Est. Cost $121.70 Unrealized -29.2%

RYAAY RYANAIR HOLDINGS PLC 0.2%

Value ($000) $342 Shares 5,937 Est. Cost $61.69 Unrealized —

— SUNRISE COMMUNICATIONS AG 0.1%

Value ($000) $136 Shares 2,400 Est. Cost $43.08 Unrealized —

CACC CREDIT ACCEP CORP MICH 0.1%

Value ($000) $133 Shares 262 Est. Cost $509.35 Unrealized -3.6%

VTS VITESSE ENERGY INC 0.0%

Value ($000) $29 Shares 1,293 Est. Cost $23.77 Unrealized -7.8%

HTZWW HERTZ GLOBAL HLDGS INC 0.0%

Value ($000) $4 Shares 1,000 Est. Cost $7.63 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC DEL	86	$62,677	34.3%	$215186.81	+254.0%	CL A	084670108
SIRI	SIRIUSXM HOLDINGS INC	702,462	$16,136	8.8%	$23.69	-9.1%	COMMON STOCK	829933100
GOOG	ALPHABET INC	82,390	$14,615	8.0%	$168.88	-2.4%	CAP STK CL C	02079K107
SYF	SYNCHRONY FINANCIAL	215,702	$14,396	7.9%	$38.18	+45.0%	COM	87165B103
OXY	OCCIDENTAL PETE CORP	313,000	$13,149	7.2%	$42.61	-3.4%	COM	674599105
AAPL	APPLE INC	44,000	$9,027	4.9%	$185.12	+8.8%	COM	037833100
ALLY	ALLY FINL INC	225,525	$8,784	4.8%	$27.73	+21.8%	COM	02005N100
STLA	STELLANTIS N.V	692,000	$6,941	3.8%	$13.99	—	COM	N82405106
C	CITIGROUP INC	57,695	$4,911	2.7%	$35.76	+99.1%	COM NEW	172967424
WFC	WELLS FARGO CO NEW	59,542	$4,771	2.6%	$53.47	+33.1%	COM	949746101
BABA	ALIBABA GROUP HLDG LTD	41,900	$4,752	2.6%	$128.26	—	SPONSORED ADS	01609W102
POOL	POOL CORP	10,636	$3,100	1.7%	$353.26	-15.3%	COM	73278L105
PYPL	PAYPAL HLDGS INC	41,000	$3,047	1.7%	$63.46	+7.7%	COM	70450Y103
MCO	MOODYS CORP	5,899	$2,959	1.6%	$393.01	+17.3%	COM	615369105
GM	GENERAL MTRS CO	52,000	$2,559	1.4%	$48.81	-3.6%	COM	37045V100
BAC	BANK AMERICA CORP	50,000	$2,366	1.3%	$36.84	+12.5%	COM	060505104
CASH	PATHWARD FINANCIAL INC	27,389	$2,167	1.2%	$52.35	+45.9%	COM	59100U108
MBI	MBIA INC	321,000	$1,393	0.8%	$5.99	-26.0%	COM	55262C100
AGO	ASSURED GUARANTY LTD	10,990	$957	0.5%	$76.83	+10.7%	COM	G0585R106
MEOH	METHANEX CORP	20,000	$662	0.4%	$33.13	-2.7%	COM	59151K108
JEF	JEFFERIES FINL GROUP INC	10,987	$601	0.3%	$42.74	+12.9%	COM	47233W109
CYD	CHINA YUCHAI INTL LTD	23,364	$559	0.3%	$8.06	+113.1%	COM	G21082105
LPX	LOUISIANA PAC CORP	5,886	$506	0.3%	$83.52	+6.4%	COM	546347105
IMO	IMPERIAL OIL LTD	5,000	$397	0.2%	$58.14	+20.8%	COM NEW	453038408
MGA	MAGNA INTL INC	10,000	$386	0.2%	$38.61	-10.1%	COM	559222401
LEA	LEAR CORP	4,000	$380	0.2%	$121.70	-29.2%	COM NEW	521865204
RYAAY	RYANAIR HOLDINGS PLC	5,937	$342	0.2%	$61.69	—	SPONSORED ADS	783513203
—	SUNRISE COMMUNICATIONS AG	2,400	$136	0.1%	$43.08	—	ADS CL A	867975104
CACC	CREDIT ACCEP CORP MICH	262	$133	0.1%	$509.35	-3.6%	COM	225310101
VTS	VITESSE ENERGY INC	1,293	$29	0.0%	$23.77	-7.8%	COMMON STOCK	92852X103
HTZWW	HERTZ GLOBAL HLDGS INC	1,000	$4	0.0%	$7.63	—	WARRANT	42806J148