Francis Chou - Chou Associates Management 13F Activity & Position Changes (Q4 2022)

According to the SEC 13F filed on Feb 14, 2023, the Chou Associates Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2022. 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 Q4 2022, the filing reported:

New Buys - Ally Financial Inc., Methanex Corporation, Synchrony Financial

Increases - Hertz Global Holdings, Inc Warrant

Reductions - Berkshire Hathaway Inc.

Complete Exits - Goldman Sachs Group, Inc. (The), JP Morgan Chase & Co., POSCO Holdings Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2022	ALLY Ally Financial Inc.	Ally Financial Inc.	Buy - Position Entry	+155,686	-	$3.81M	155,686
Q4 2022	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-20	-20.0%	$37.50M	80
Q4 2022	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell - Position Exit	-7,100	-100.0%	$0.00	-
Q4 2022	HTZWW Hertz Global Holdings, Inc Warrant	Hertz Global Holdings, Inc Warrant	Buy	+644,274	+662.1%	$5.53M	741,583
Q4 2022	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell - Position Exit	-24,275	-100.0%	$0.00	-
Q4 2022	MEOH Methanex Corporation	Methanex Corporation	Buy - Position Entry	+4,000	-	$151.43K	4,000
Q4 2022	PKX POSCO Holdings Inc.	POSCO Holdings Inc.	Sell - Position Exit	-21,000	-100.0%	$0.00	-
Q4 2022	SYF Synchrony Financial	Synchrony Financial	Buy - Position Entry	+58,000	-	$1.91M	58,000