Chou Associates Management Inc. Long-Term Concentrated

Location: Toronto, Ontario, Canada

CIK: 0001389403 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value: $183M (100.0% shares, 0.0% debt)

Holdings (31)

BRK/A BERKSHIRE HATHAWAY INC DEL 34.3%

Value $62.68M Shares 86 Est. Cost $215186.81 Unrealized +254.0%

SIRI SIRIUSXM HOLDINGS INC 8.8%

Value $16.14M Shares 702,462 Est. Cost $23.69 Unrealized -9.1%

GOOG ALPHABET INC 8.0%

Value $14.62M Shares 82,390 Est. Cost $168.88 Unrealized -2.4%

SYF SYNCHRONY FINANCIAL 7.9%

Value $14.4M Shares 215,702 Est. Cost $38.18 Unrealized +45.0%

OXY OCCIDENTAL PETE CORP 7.2%

Value $13.15M Shares 313,000 Est. Cost $42.61 Unrealized -3.4%

AAPL APPLE INC 4.9%

Value $9.027M Shares 44,000 Est. Cost $185.12 Unrealized +8.8%

ALLY ALLY FINL INC 4.8%

Value $8.784M Shares 225,525 Est. Cost $27.73 Unrealized +21.8%

STLA STELLANTIS N.V 3.8%

Value $6.941M Shares 692,000 Est. Cost $13.99 Unrealized —

C CITIGROUP INC 2.7%

Value $4.911M Shares 57,695 Est. Cost $35.76 Unrealized +99.1%

WFC WELLS FARGO CO NEW 2.6%

Value $4.771M Shares 59,542 Est. Cost $53.47 Unrealized +33.1%

BABA ALIBABA GROUP HLDG LTD 2.6%

Value $4.752M Shares 41,900 Est. Cost $128.26 Unrealized —

POOL POOL CORP 1.7%

Value $3.1M Shares 10,636 Est. Cost $353.26 Unrealized -15.3%

PYPL PAYPAL HLDGS INC 1.7%

Value $3.047M Shares 41,000 Est. Cost $63.46 Unrealized +7.7%

MCO MOODYS CORP 1.6%

Value $2.959M Shares 5,899 Est. Cost $393.01 Unrealized +17.3%

GM GENERAL MTRS CO 1.4%

Value $2.559M Shares 52,000 Est. Cost $48.81 Unrealized -3.6%

BAC BANK AMERICA CORP 1.3%

Value $2.366M Shares 50,000 Est. Cost $36.84 Unrealized +12.5%

CASH PATHWARD FINANCIAL INC 1.2%

Value $2.167M Shares 27,389 Est. Cost $52.35 Unrealized +45.9%

MBI MBIA INC 0.8%

Value $1.393M Shares 321,000 Est. Cost $5.99 Unrealized -26.0%

AGO ASSURED GUARANTY LTD 0.5%

Value $957K Shares 10,990 Est. Cost $76.83 Unrealized +10.7%

MEOH METHANEX CORP 0.4%

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

JEF JEFFERIES FINL GROUP INC 0.3%

Value $601K Shares 10,987 Est. Cost $42.74 Unrealized +12.9%

CYD CHINA YUCHAI INTL LTD 0.3%

Value $559K Shares 23,364 Est. Cost $8.06 Unrealized +113.1%

LPX LOUISIANA PAC CORP 0.3%

Value $506K Shares 5,886 Est. Cost $83.52 Unrealized +6.4%

IMO IMPERIAL OIL LTD 0.2%

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

MGA MAGNA INTL INC 0.2%

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

LEA LEAR CORP 0.2%

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

RYAAY RYANAIR HOLDINGS PLC 0.2%

Value $342K Shares 5,937 Est. Cost $61.69 Unrealized —

— SUNRISE COMMUNICATIONS AG 0.1%

Value $136K Shares 2,400 Est. Cost $43.08 Unrealized —

CACC CREDIT ACCEP CORP MICH 0.1%

Value $133K Shares 262 Est. Cost $509.35 Unrealized -3.6%

VTS VITESSE ENERGY INC 0.0%

Value $28,562 Shares 1,293 Est. Cost $23.77 Unrealized -7.8%

HTZWW HERTZ GLOBAL HLDGS INC 0.0%

Value $3,640 Shares 1,000 Est. Cost $7.63 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC DEL	86	$62.68M	34.3%	$215186.81	+254.0%	CL A	084670108
SIRI	SIRIUSXM HOLDINGS INC	702,462	$16.14M	8.8%	$23.69	-9.1%	COMMON STOCK	829933100
GOOG	ALPHABET INC	82,390	$14.62M	8.0%	$168.88	-2.4%	CAP STK CL C	02079K107
SYF	SYNCHRONY FINANCIAL	215,702	$14.4M	7.9%	$38.18	+45.0%	COM	87165B103
OXY	OCCIDENTAL PETE CORP	313,000	$13.15M	7.2%	$42.61	-3.4%	COM	674599105
AAPL	APPLE INC	44,000	$9.027M	4.9%	$185.12	+8.8%	COM	037833100
ALLY	ALLY FINL INC	225,525	$8.784M	4.8%	$27.73	+21.8%	COM	02005N100
STLA	STELLANTIS N.V	692,000	$6.941M	3.8%	$13.99	—	COM	N82405106
C	CITIGROUP INC	57,695	$4.911M	2.7%	$35.76	+99.1%	COM NEW	172967424
WFC	WELLS FARGO CO NEW	59,542	$4.771M	2.6%	$53.47	+33.1%	COM	949746101
BABA	ALIBABA GROUP HLDG LTD	41,900	$4.752M	2.6%	$128.26	—	SPONSORED ADS	01609W102
POOL	POOL CORP	10,636	$3.1M	1.7%	$353.26	-15.3%	COM	73278L105
PYPL	PAYPAL HLDGS INC	41,000	$3.047M	1.7%	$63.46	+7.7%	COM	70450Y103
MCO	MOODYS CORP	5,899	$2.959M	1.6%	$393.01	+17.3%	COM	615369105
GM	GENERAL MTRS CO	52,000	$2.559M	1.4%	$48.81	-3.6%	COM	37045V100
BAC	BANK AMERICA CORP	50,000	$2.366M	1.3%	$36.84	+12.5%	COM	060505104
CASH	PATHWARD FINANCIAL INC	27,389	$2.167M	1.2%	$52.35	+45.9%	COM	59100U108
MBI	MBIA INC	321,000	$1.393M	0.8%	$5.99	-26.0%	COM	55262C100
AGO	ASSURED GUARANTY LTD	10,990	$957K	0.5%	$76.83	+10.7%	COM	G0585R106
MEOH	METHANEX CORP	20,000	$662K	0.4%	$33.13	-2.7%	COM	59151K108
JEF	JEFFERIES FINL GROUP INC	10,987	$601K	0.3%	$42.74	+12.9%	COM	47233W109
CYD	CHINA YUCHAI INTL LTD	23,364	$559K	0.3%	$8.06	+113.1%	COM	G21082105
LPX	LOUISIANA PAC CORP	5,886	$506K	0.3%	$83.52	+6.4%	COM	546347105
IMO	IMPERIAL OIL LTD	5,000	$397K	0.2%	$58.14	+20.8%	COM NEW	453038408
MGA	MAGNA INTL INC	10,000	$386K	0.2%	$38.61	-10.1%	COM	559222401
LEA	LEAR CORP	4,000	$380K	0.2%	$121.70	-29.2%	COM NEW	521865204
RYAAY	RYANAIR HOLDINGS PLC	5,937	$342K	0.2%	$61.69	—	SPONSORED ADS	783513203
—	SUNRISE COMMUNICATIONS AG	2,400	$136K	0.1%	$43.08	—	ADS CL A	867975104
CACC	CREDIT ACCEP CORP MICH	262	$133K	0.1%	$509.35	-3.6%	COM	225310101
VTS	VITESSE ENERGY INC	1,293	$28,562	0.0%	$23.77	-7.8%	COMMON STOCK	92852X103
HTZWW	HERTZ GLOBAL HLDGS INC	1,000	$3,640	0.0%	$7.63	—	WARRANT	42806J148