Chou Associates Management Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| OCCIDENTAL PETE CORP(OXY) | 313,000 | 313,000 | 0 | 12,870,561 | 20,345,004 | 9.68% | +7,474,443 |
| JEFFERIES FINL GROUP INC(JEF) | 10,987 | 149,237 | +138,250 | 680,864 | 6,159,014 | 2.93% | +5,478,150 |
| PAYPAL HLDGS INC(PYPL) | 41,000 | 167,400 | +126,400 | 2,393,580 | 7,571,505 | 3.60% | +5,177,925 |
| BRAEMAR HOTELS & RESORTS INC | 0 | 0 | 0 | 0 | 2,454,501 | 1.17% | +2,454,501 |
| KRAFT HEINZ CO(KHC) | 0 | 69,500 | +69,500 | 0 | 1,563,055 | 0.74% | +1,563,055 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 3,100 | +3,100 | 0 | 1,485,520 | 0.71% | +1,485,520 |
| SIRIUSXM HOLDINGS INC(SIRI) | 409,589 | 409,589 | 0 | 8,189,733 | 9,453,319 | 4.50% | +1,263,586 |
| HP INC(HPQ) | 0 | 26,500 | +26,500 | 0 | 509,065 | 0.24% | +509,065 |
| PATHWARD FINANCIAL INC(CASH) | 27,389 | 27,389 | 0 | 1,944,619 | 2,443,922 | 1.16% | +499,303 |
| ATKORE INC | 0 | 8,400 | +8,400 | 0 | 494,844 | 0.24% | +494,844 |
| METHANEX CORP(MEOH) | 20,000 | 20,000 | 0 | 793,268 | 1,191,719 | 0.57% | +398,451 |
| ASSURED GUARANTY LTD(AGO) | 10,990 | 16,990 | +6,000 | 987,671 | 1,384,345 | 0.66% | +396,674 |
| IMPERIAL OIL LTD(IMO) | 5,000 | 5,000 | 0 | 431,970 | 654,914 | 0.31% | +222,944 |
| CHINA YUCHAI INTL LTD(CYD) | 23,364 | 23,364 | 0 | 829,422 | 899,515 | 0.43% | +70,093 |
| MAGNA INTL INC(MGA) | 10,000 | 10,000 | 0 | 533,000 | 558,100 | 0.27% | +25,100 |
| HERTZ GLOBAL HLDGS INC | 0 | 0 | 0 | 2,680 | 0 | — | -2,680 |
| VITESSE ENERGY INC | 1,293 | 0 | -1,293 | 24,903 | 0 | — | -24,903 |
| LOUISIANA PAC CORP(LPX) | 5,886 | 5,886 | 0 | 475,353 | 428,207 | 0.20% | -47,146 |
| RYANAIR HOLDINGS PLC(RYAAY) | 5,937 | 5,937 | 0 | 428,592 | 343,159 | 0.16% | -85,433 |
| CITIGROUP INC(C) | 32,695 | 32,695 | 0 | 3,815,180 | 3,707,942 | 1.76% | -107,238 |
| MOODYS CORP(MCO) | 1,500 | 1,500 | 0 | 766,275 | 654,375 | 0.31% | -111,900 |
| POOL CORP(POOL) | 10,636 | 10,636 | 0 | 2,432,985 | 2,151,982 | 1.02% | -281,003 |
| BANK AMERICA CORP | 50,000 | 50,000 | 0 | 2,750,000 | 2,437,500 | 1.16% | -312,500 |
| GENERAL MTRS CO(GM) | 52,000 | 52,000 | 0 | 4,228,640 | 3,874,001 | 1.84% | -354,639 |
| MBIA INC | 321,000 | 321,000 | 0 | 2,298,360 | 1,897,110 | 0.90% | -401,250 |
| APPLE INC(AAPL) | 44,000 | 44,000 | 0 | 11,961,840 | 11,166,760 | 5.31% | -795,080 |
| WELLS FARGO CO NEW(WFC) | 59,542 | 59,542 | 0 | 5,549,315 | 4,740,140 | 2.25% | -809,175 |
| ALIBABA GROUP HLDG LTD(BABA) | 41,900 | 41,900 | 0 | 6,141,702 | 5,256,774 | 2.50% | -884,928 |
| ALLY FINL INC(ALLY) | 225,525 | 225,525 | 0 | 10,214,028 | 8,847,349 | 4.21% | -1,366,679 |
| ALPHABET INC(GOOG) | 72,390 | 72,390 | 0 | 22,715,982 | 20,765,795 | 9.88% | -1,950,187 |
| SYNCHRONY FINANCIAL(SYF) | 215,702 | 223,202 | +7,500 | 17,996,019 | 15,182,205 | 7.22% | -2,813,814 |
| BERKSHIRE HATHAWAY INC DEL | 86 | 86 | 0 | 64,912,806 | 61,760,065 | 29.37% | -3,152,741 |
| STELLANTIS N.V(STLA) | 1,394,194 | 1,394,194 | 0 | 15,182,774 | 9,884,838 | 4.70% | -5,297,936 |