Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q1 2018)

As of Mar 31, 2018, 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 2018, the filing reported:

New Buys - iRobot Corporation

Increases - Argan, Inc., Ampco-Pittsburgh Corporation, Fluor Corporation, Kulicke and Soffa Industries, I, Kennedy-Wilson Holdings Inc., and 3 more

Reductions - Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Helmerich & Payne, Inc., Johnson & Johnson, POSCO Holdings Inc., and 1 more

Complete Exits - Carlisle Companies Incorporated, CSX Corporation, General Dynamics Corporation, MYR Group, Inc., Pfizer, Inc., and 1 more

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 2018	AGX Argan, Inc.	Argan, Inc.	Buy	+15,000	+20.0%	$3.87K	90,000
Q1 2018	AP Ampco-Pittsburgh Corporation	Ampco-Pittsburgh Corporation	Buy	+30,000	+22.2%	$1.47K	165,000
Q1 2018	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-6	-85.7%	$300.00	1
Q1 2018	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-2,000	-25.0%	$1.20K	6,000
Q1 2018	CSL Carlisle Companies Incorporated	Carlisle Companies Incorporated	Sell - Position Exit	-1,900	-100.0%	$0.00	-
Q1 2018	CSX CSX Corporation	CSX Corporation	Sell - Position Exit	-15,000	-100.0%	$0.00	-
Q1 2018	FLR Fluor Corporation	Fluor Corporation	Buy	+4,000	+15.4%	$1.72K	30,000
Q1 2018	GD General Dynamics Corporation	General Dynamics Corporation	Sell - Position Exit	-1,500	-100.0%	$0.00	-
Q1 2018	HP Helmerich & Payne, Inc.	Helmerich & Payne, Inc.	Sell	-5,974	-1.7%	$22.89K	344,000
Q1 2018	IRBT iRobot Corporation	iRobot Corporation	Buy - Position Entry	+15,000	-	$963.00	15,000
Q1 2018	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-2,600	-1.7%	$19.05K	148,650
Q1 2018	KLIC Kulicke and Soffa Industries, I	Kulicke and Soffa Industries, I	Buy	+24,000	+25.0%	$3.00K	120,000
Q1 2018	KW Kennedy-Wilson Holdings Inc.	Kennedy-Wilson Holdings Inc.	Buy	+1,000,088	+8.1%	$231.80K	13,322,009
Q1 2018	MYRG MYR Group, Inc.	MYR Group, Inc.	Sell - Position Exit	-80,000	-100.0%	$0.00	-
Q1 2018	NTES NetEase, Inc.	NetEase, Inc.	Buy	+1,500	+23.1%	$2.24K	8,000
Q1 2018	PFE Pfizer, Inc.	Pfizer, Inc.	Sell - Position Exit	-210,000	-100.0%	$0.00	-
Q1 2018	PKX POSCO Holdings Inc.	POSCO Holdings Inc.	Sell	-2,879	-1.5%	$14.90K	189,000
Q1 2018	RAIL Freightcar America, Inc.	Freightcar America, Inc.	Buy	+30,000	+20.0%	$2.41K	180,000
Q1 2018	SSYS Stratasys	Stratasys	Buy	+10,000	+11.1%	$2.02K	100,000
Q1 2018	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell - Position Exit	-1,344	-100.0%	$0.00	-
Q1 2018	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-10,000	-21.8%	$1.88K	35,800