Francis Chou (Chou Associates) Portfolio March 31, 2021
Francis Chou, revealed in a recent regulatory filing his newest positions. In his Chou Associates’s portfolio you can find the top 14 holdings based on Chou’s 13F filings as of March 31, 2021.
| No. | Stock | Class | Value | % of total portfolio | Shares | Price per share* |
| 1 | BERKSHIRE HATHAWAY INC DEL | CL A | 52,892,000 | 39.1 | 100 | 528920.0 |
| 2 | RESOLUTE FST PRODS INC | COM | 39,975,000 | 29.5 | 3,096,460 | 12.91 |
| 3 | BAUSCH HEALTH COS INC | COM | 17,480,000 | 12.9 | 765,000 | 22.85 |
| 4 | MBIA INC | COM | 9,227,000 | 6.8 | 599,530 | 15.39 |
| 5 | JPMORGAN CHASE & CO | COM | 3,309,000 | 2.4 | 24,275 | 136.31 |
| 6 | CITIGROUP INC | COM NEW | 3,081,000 | 2.3 | 57,695 | 53.4 |
| 7 | BLACKBERRY LTD | COM | 2,839,000 | 2.1 | 382,900 | 7.41 |
| 8 | GOLDMAN SACHS GROUP INC | COM | 2,344,000 | 1.7 | 7,100 | 330.14 |
| 9 | MAGNA INTL INC | COM | 1,286,000 | 0.9 | 20,000 | 64.3 |
| 10 | WELLS FARGO CO NEW | COM | 947,000 | 0.7 | 19,542 | 48.46 |
| 11 | CHINA YUCHAI INTL LTD | COM | 855,000 | 0.6 | 73,364 | 11.65 |
| 12 | STELLANTIS N.V | COM | 488,000 | 0.4 | 30,000 | 16.27 |
| 13 | RYANAIR HLDGS PLC | SPONSORED ADS | 399,000 | 0.3 | 4,575 | 87.21 |
| 14 | LIBERTY GLOBAL PLC | SHS CL A | 306,000 | 0.2 | 12,000 | 25.5 |
*Price per share is the stock price on the date of the portfolio.
Given that Francis Chou also held 4 options in his portfolio, below is an overview of the options he had as of March 31, 2021.
| Stock | Class | Value | Shares | Options |
| RESOLUTE FST PRODS INC | CALL | 31,307 | 2,425,000 | Call |
| BAUSCH HEALTH COS INC | CALL | 13,710 | 600,000 | Call |
| MBIA INC | CALL | 6,156 | 400,000 | Call |
| BLACKBERRY LTD | CALL | 1,354 | 182,600 | Call |