Tracking Francis Chou's Chou Associates Portfolio - Q1 2013 Update

Below is a spreadsheet that highlights the changes to Francis Chou's Chou Associates US long stock portfolio as of Q1 2013. For a look at how his portfolio has progressed, see our previous update:


The portfolio remained steady this quarter. There were only four changes to the portfolio and they were all stake reductions: Goldman Sachs (GS) and Sprint Nextel (S) stakes were reduced substantially to 4.45% and 2.65% of the US long portfolio respectively while the very small 0.73% position in Blackberry (BBRY) and the huge 11.74% position in Resolute Forest Products (RFP) saw minor stake reductions.




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