Chou Associates Management Inc.

Q2 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
31
Total value ($000)
$216,592
Net value change ($000)
+6,325 (3.0%)
New positions
1
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GOOGL 4,812 23.2%
SIRI 2,646 28.0%
BRK-B 2,641 4.3%
SYF 1,793 11.8%
ALLY 1,516 17.1%
JEF 1,300 21.1%
C 868 23.4%
BAC 411 16.9%
AAPL 407 3.6%
CYD 208 23.1%
Top Reduces (Value $000, Stocks/ETFs)
OXY -5,143 -25.3%
STLA -1,882 -19.0%
BABA -1,235 -23.5%
PYPL -344 -4.5%
MEOH -268 -22.5%
IMO -94 -14.4%
CASH -60 -2.5%
AGO -22 -1.6%
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