Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q1 2022)

According to the SEC 13F filed on May 16, 2022, the Fairfax Financial Holdings portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2022. 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 2022, the filing reported:

New Buys - Autohome Inc., Delek US Holdings, Inc.

Increases - Meta Platforms, Inc., Telesat Corporation

Reductions - Crescent Capital BDC, Inc., MasterCraft Boat Holdings, Inc., Vanguard S&P 500 ETF

Complete Exits - Argan, Inc., Cannae Holdings, Inc., WW International, 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 2022	AGX Argan, Inc.	Argan, Inc.	Sell - Position Exit	-27,500	-100.0%	$0.00	-
Q1 2022	ATHM Autohome Inc.	Autohome Inc.	Buy - Position Entry	+110,000	-	$3.34K	110,000
Q1 2022	CCAP Crescent Capital BDC, Inc.	Crescent Capital BDC, Inc.	Sell	-847,262	-25.4%	$44.18K	2,491,737
Q1 2022	CNNE Cannae Holdings, Inc.	Cannae Holdings, Inc.	Sell - Position Exit	-40,000	-100.0%	$0.00	-
Q1 2022	DK Delek US Holdings, Inc.	Delek US Holdings, Inc.	Buy - Position Entry	+32,000	-	$679.00	32,000
Q1 2022	MCFT MasterCraft Boat Holdings, Inc.	MasterCraft Boat Holdings, Inc.	Sell	-10,500	-3.1%	$8.08K	328,699
Q1 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+5,600	+400.0%	$1.56K	7,000
Q1 2022	TSAT Telesat Corporation	Telesat Corporation	Buy	+10,000	+15.2%	$1.25K	76,000
Q1 2022	VOO Vanguard S&P 500 ETF	Vanguard S&P 500 ETF	Sell	-800	-18.1%	$1.50K	3,616
Q1 2022	WW WW International, Inc.	WW International, Inc.	Sell - Position Exit	-61,000	-100.0%	$0.00	-