Francis Chou - Chou Associates Management 13F Activity & Position Changes (Q1 2021)
As of Mar 31, 2021, the Chou Associates Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2021. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2021, the filing reported:
Increases - BlackBerry Limited, Bausch Health Companies Inc., Berkshire Hathaway Inc., DaVita Inc., Goldman Sachs Group, Inc. (The), and 1 more
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2021
|
ALGT
Allegiant Travel Company
|
Buy - Position Entry |
+4,317
|
|
Q1 2021
|
BB
BlackBerry Limited
|
Buy |
+100,000
|
|
Q1 2021
|
BHC
Bausch Health Companies Inc.
|
Buy |
+20,000
|
|
Q1 2021
|
BRK-A
Berkshire Hathaway Inc.
|
Buy |
+50
|
|
Q1 2021
|
DVA
DaVita Inc.
|
Buy |
+22,000
|
|
Q1 2021
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy |
+2,000
|
|
Q1 2021
|
MBI
MBIA Inc.
|
Buy |
+33,001
|
|
Q1 2021
|
SAVE
Spirit Airlines, Inc.
|
Buy - Position Entry |
+50,000
|
|
Q1 2021
|
SNY
Sanofi
|
Buy - Position Entry |
+20,000
|