Chou Associates Management Inc 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The strongest recent period was 2023-03-31 (13.53% strategy return, 7.90% benchmark, 5.63% excess, 19.65% turnover), while the weakest was 2025-03-31 (4.10% strategy return, 9.22% benchmark, -5.12% excess, 31.93% turnover). Those periods should be read alongside baseline metrics of return 11.71%, alpha -0.19%, beta 0.99, Sharpe 0.57, Sortino 0.77, and max drawdown -55.39% to judge whether returns came from persistent exposure or a narrow timing window.
Concentration is the first item to inspect: top 5 69.36%, top 10 88.51%, top 20 99.73%. The largest names are BRK.A (Berkshire Hathaway Inc.) 36.33%, OXY (Occidental Petroleum Corporation) 11.97%, SYF (Synchrony Financial) 8.93%, AAPL (Apple Inc.) 6.57%, and SIRI (Sirius XM Holdings Inc.) 5.56%, and the largest sector exposures are Financials 67.24%, Energy 11.97%, and Information Technology 6.87%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The latest change list shows BRK.A unchanged to 36.33%; OXY unchanged to 11.97%; SYF unchanged to 8.93%. Combined with top 5 69.36%, top 10 88.51%, top 20 99.73%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.