Chou Associates Management Inc.

Q1 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
31
Total value ($000)
$210,267
Net value change ($000)
+8,715 (4.3%)
New positions
4
Sold out positions
1
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
OXY 7,474 58.1%
JEF 5,478 804.4%
PYPL 5,178 216.3%
KHC 1,563 NEW
BRK-B 1,486 NEW
SIRI 1,263 15.4%
HPQ 509 NEW
CASH 499 25.7%
ATKR 495 NEW
MEOH 399 50.3%
Top Reduces (Value $000, Stocks/ETFs)
STLA -5,298 -34.9%
BRK-B -3,153 -4.9%
SYF -2,814 -15.6%
GOOGL -1,950 -8.6%
ALLY -1,367 -13.4%
BABA -885 -14.4%
WFC -809 -14.6%
AAPL -795 -6.6%
MBI -401 -17.4%
GM -355 -8.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type