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

According to the SEC 13F filed on Aug 14, 2026, the Fairfax Financial Holdings portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2018. 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