CAM
Chou Associates Management Portfolio holdings
AUM
$210M
1-Year Est. Return
15.42%
This Fund
S&P 500
1 Year Est. Return
+15.42%
AUM
$210M
AUM Growth
+$8.71M
(+4.3%)
Holding
33
Top Buys
| 1 | +$7.18M | |
| 2 | +$6.1M | |
| 3 | +$1.63M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.52M |
| 5 |
Atkore
ATKR
|
+$546K |
Sector Composition
| 1 | Financials | 56.25% |
| 2 | Communication Services | 14.37% |
| 3 | Energy | 9.99% |
| 4 | Consumer Discretionary | 9.74% |
| 5 | Technology | 5.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Magna International
MGA
$18.7B
| $558K | 0.27% |
10,000
|
|
||
27
HP
HPQ
$24B
| $509K | 0.24% |
+26,500
|
|
||
|
28
Atkore
ATKR
$2.83B
| $495K | 0.24% |
+8,400
|
|
||
29
Louisiana-Pacific
LPX
$5.17B
| $428K | 0.2% |
5,886
|
|
||
30
Ryanair
RYAAY
$30B
| $343K | 0.16% |
5,937
|
|
||
|
HTZWW
31
Hertz Global Holdings Warrants
HTZWW
$212M
| – | – |
0
|
|
||
32
Vitesse Energy
VTS
$745M
| – | – |
-1,293
|
|