Estimated return — disclosed long book

What Chou Associates Management Inc.’s US-listed long positions did, derived from the share counts and market values in consecutive 13F filings, shown against SPY over exactly the same quarters. This is not the fund’s return. A 13F excludes shorts, bonds, cash, non-US listings and derivatives, says nothing about fees or leverage, and only sees positions held at both quarter ends. The fund figure is a price return while SPY is a total return, so the comparison is tilted against the manager by roughly a dividend yield.

Q1 2026
-5.1%
SPY -4.4% -0.7%
By calendar year
YearEstimatedSPYDifference
2025+14.8%+17.7%-2.9%
2024+17.9%+24.9%-7.0%
2023+12.7%+26.2%-13.4%
20223/4 Q-19.0%-23.9%+5.0%
2021+58.6%+28.7%+29.9%
2020-2.3%+18.3%-20.7%
2019+9.6%+31.2%-21.6%
2018-16.3%-4.6%-11.7%
2017+29.7%+21.7%+8.0%
2016-30.0%+12.0%-42.0%
2015-23.2%+1.2%-24.4%
20142/4 Q-1.7%+6.1%-7.8%

Years marked n/4 Qare built from fewer than four quarters, and the benchmark shown beside them covers the same partial set — so the difference is like-for-like, but the year is not a full year.