Francis Chou - Chou Associates Management 13F Activity & Position Changes (Q1 2021)
According to the SEC 13F filed on May 14, 2021, the Chou Associates Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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
|