CAM

Chou Associates Management Portfolio holdings

AUM $183M
This Quarter Return
-9.49%
1 Year Return
+14.81%
3 Year Return
+92%
5 Year Return
+295.47%
10 Year Return
+349.45%
AUM
$237M
AUM Growth
+$237M
Cap. Flow
+$28.6M
Cap. Flow %
12.07%
Top 10 Hldgs %
86.68%
Holding
24
New
Increased
2
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 37.07%
2 Healthcare 20.31%
3 Technology 4.52%
4 Consumer Discretionary 3.7%
5 Energy 0.83%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.09T
$44.9M 18.91% 150
RFP
2
DELISTED
Resolute Forest Products Inc.
RFP
$38.2M 16.08% 4,596,832
BHC icon
3
Bausch Health
BHC
$2.74B
$26.3M 11.07% 1,648,992 +1,500,000 +1,007% +$23.9M
WFC.WS
4
DELISTED
Wells Fargo & Company Ws
WFC.WS
$19.2M 8.07% 997,500
GS icon
5
Goldman Sachs
GS
$226B
$18.9M 7.96% 75,000
SNY icon
6
Sanofi
SNY
$121B
$16.4M 6.93% 410,000
C icon
7
Citigroup
C
$178B
$14.2M 5.98% 210,000
JPM.WS
8
DELISTED
JPMorgan Chase
JPM.WS
$11.6M 4.9% 166,977
MBI icon
9
MBIA
MBI
$402M
$10M 4.22% 1,080,797
BB icon
10
BlackBerry
BB
$2.28B
$6.08M 2.56% 529,040
ENDP
11
DELISTED
Endo International plc
ENDP
$5.23M 2.2% 880,000 +800,000 +1,000% +$4.75M
NOK icon
12
Nokia
NOK
$23.1B
$4.65M 1.96% 850,000
SHOS
13
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
$3.97M 1.67% 1,322,209
SHLD
14
DELISTED
Sears Holding Corporation
SHLD
$3.02M 1.27% 1,131,610
BAC.WS.A
15
DELISTED
Bank Of America Corporation Ws A
BAC.WS.A
$2.72M 1.14% 149,476
SD icon
16
SandRidge Energy
SD
$435M
$1.97M 0.83% 135,903
PKX icon
17
POSCO
PKX
$15.6B
$1.66M 0.7% 21,000
CYD icon
18
China Yuchai International
CYD
$1.25B
$1.55M 0.65% 73,364
ASCMA
19
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
$1.13M 0.47% 306,000
RYAAY icon
20
Ryanair
RYAAY
$33.7B
$562K 0.24% 4,575
TEVA icon
21
Teva Pharmaceuticals
TEVA
$21.1B
$256K 0.11% 15,000
BBBY
22
Bed Bath & Beyond, Inc.
BBBY
$517M
$241K 0.1% 6,650