Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q1 2020)

As of Mar 31, 2020, 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 2020, the filing reported:

New Buys - Franklin Resources, Inc., Booking Holdings Inc. Common St, Crescent Capital BDC, Inc., Cirrus Logic, Inc., Chevron Corporation, and 5 more

Increases - Culp, Inc., Dine Brands Global, Inc. Common, Garrett Motion Inc., MasterCraft Boat Holdings, Inc., The Middleby Corporation, and 3 more

Reductions - Argan, Inc., Delek US Holdings, Inc., Johnson & Johnson, Kulicke and Soffa Industries, I, Northwest Pipe Company, and 1 more

Complete Exits - Ampco-Pittsburgh 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 2020	AGX Argan, Inc.	Argan, Inc.	Sell	-43,800	-50.9%	$1.46K	42,200
Q1 2020	AP Ampco-Pittsburgh Corporation	Ampco-Pittsburgh Corporation	Sell - Position Exit	-254,119	-100.0%	$0.00	-
Q1 2020	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Buy - Position Entry	+1,000,000	-	$16.69K	1,000,000
Q1 2020	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy - Position Entry	+6,500	-	$8.74K	6,500
Q1 2020	CCAP Crescent Capital BDC, Inc.	Crescent Capital BDC, Inc.	Buy - Position Entry	+3,796,246	-	$36.63K	3,796,246
Q1 2020	CRUS Cirrus Logic, Inc.	Cirrus Logic, Inc.	Buy - Position Entry	+6,400	-	$419.00	6,400
Q1 2020	CULP Culp, Inc.	Culp, Inc.	Buy	+24,000	+44.4%	$563.00	78,000
Q1 2020	CVX Chevron Corporation	Chevron Corporation	Buy - Position Entry	+155,800	-	$11.27K	155,800
Q1 2020	DAR Darling Ingredients Inc.	Darling Ingredients Inc.	Buy - Position Entry	+21,000	-	$401.00	21,000
Q1 2020	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Buy	+3,500	+17.5%	$672.00	23,500
Q1 2020	DK Delek US Holdings, Inc.	Delek US Holdings, Inc.	Sell	-10,000	-20.0%	$628.00	40,000
Q1 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+13,731	-	$15.96K	13,731
Q1 2020	GRP-U Granite Real Estate Inc. Staple	Granite Real Estate Inc. Staple	Buy - Position Entry	+13,500	-	$546.00	13,500
Q1 2020	GTX Garrett Motion Inc.	Garrett Motion Inc.	Buy	+40,000	+36.4%	$429.00	150,000
Q1 2020	IRBT iRobot Corporation	iRobot Corporation	Buy - Position Entry	+19,500	-	$796.00	19,500
Q1 2020	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-73,400	-50.0%	$9.61K	73,400
Q1 2020	KLIC Kulicke and Soffa Industries, I	Kulicke and Soffa Industries, I	Sell	-52,000	-40.0%	$1.62K	78,000
Q1 2020	MCFT MasterCraft Boat Holdings, Inc.	MasterCraft Boat Holdings, Inc.	Buy	+1,066,876	+200.4%	$11.63K	1,599,333
Q1 2020	MIDD The Middleby Corporation	The Middleby Corporation	Buy	+7,100	+95.9%	$824.00	14,500
Q1 2020	MODG Topgolf Callaway Brands Corp.	Topgolf Callaway Brands Corp.	Buy - Position Entry	+47,000	-	$480.00	47,000
Q1 2020	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy	+375,000	+115.4%	$29.44K	700,000
Q1 2020	NWPX Northwest Pipe Company	Northwest Pipe Company	Sell	-30,000	-35.3%	$1.22K	55,000
Q1 2020	PENN PENN Entertainment, Inc.	PENN Entertainment, Inc.	Sell	-19,000	-29.2%	$581.00	46,000
Q1 2020	QSR Restaurant Brands International	Restaurant Brands International	Buy	+6,500	+17.6%	$1.72K	43,500
Q1 2020	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+46,000	+85.7%	$4.76K	99,700