Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q1 2015)

As of Mar 31, 2015, the Fairfax Financial Holdings portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 Q1 2015, the filing reported:

New Buys - Helmerich & Payne, Inc.

Increases - BlackBerry Limited, BP p.l.c., MBIA Inc., Patterson-UTI Energy, Inc.

Reductions - Berkshire Hathaway Inc. New

Complete Exits - Cresud S.A.C.I.F. y A., Navient Corporation, SLM Corporation

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
Q1 2015	BB BlackBerry Limited	BlackBerry Limited	Buy	+45,000	+0.1%	$416.51K	46,699,700
Q1 2015	BP BP p.l.c.	BP p.l.c.	Buy	+3,000	+27.3%	$548.00	14,000
Q1 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-3,000	-12.2%	$3.11K	21,500
Q1 2015	CRESY Cresud S.A.C.I.F. y A.	Cresud S.A.C.I.F. y A.	Sell - Position Exit	-723,012	-100.0%	$0.00	-
Q1 2015	HP Helmerich & Payne, Inc.	Helmerich & Payne, Inc.	Buy - Position Entry	+3,157	-	$215.00	3,157
Q1 2015	MBI MBIA Inc.	MBIA Inc.	Buy	+20,000	+66.7%	$465.00	50,000
Q1 2015	NAVI Navient Corporation	Navient Corporation	Sell - Position Exit	-15,000	-100.0%	$0.00	-
Q1 2015	PTEN Patterson-UTI Energy, Inc.	Patterson-UTI Energy, Inc.	Buy	+13,000	+108.3%	$469.00	25,000
Q1 2015	SLM SLM Corporation	SLM Corporation	Sell - Position Exit	-15,000	-100.0%	$0.00	-