Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q1 2019)

As of Mar 31, 2019, 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 2019, the filing reported:

New Buys - None reported

Increases - Micron Technology, Inc.

Reductions - Argan, Inc., Helmerich & Payne, Inc., Northwest Pipe Company

Complete Exits - POSCO Holdings Inc.

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 2019	AGX Argan, Inc.	Argan, Inc.	Sell	-14,000	-14.0%	$4.29K	86,000
Q1 2019	HP Helmerich & Payne, Inc.	Helmerich & Payne, Inc.	Sell	-202,600	-58.9%	$7.86K	141,400
Q1 2019	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy	+250,000	+520.8%	$12.31K	298,000
Q1 2019	NWPX Northwest Pipe Company	Northwest Pipe Company	Sell	-25,000	-15.6%	$3.23K	135,000
Q1 2019	PKX POSCO Holdings Inc.	POSCO Holdings Inc.	Sell - Position Exit	-189,000	-100.0%	$0.00	-