Below is a spreadsheet that highlights the changes to Francis Chou's Chou Associates US long stock portfolio as of Q3 2012:
Francis Chou's 13F portfolio had 35 positions in Q3 2012 including certain debt holdings and other very small positions. Overall, the quarter saw some trimming of positions (FSR, GPS, S, and WPI) and a 3.73% stake establishment in Dell Inc. (DELL).
Francis Chou's 13F portfolio had 35 positions in Q3 2012 including certain debt holdings and other very small positions. Overall, the quarter saw some trimming of positions (FSR, GPS, S, and WPI) and a 3.73% stake establishment in Dell Inc. (DELL).
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