Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q2 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 Jun 30, 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 Q2 2018, the filing reported:

New Buys - General Motors Company

Increases - Argan, Inc., Fluor Corporation

Reductions - Johnson & Johnson, Northwest Pipe Company, Stratasys

Complete Exits - Berkshire Hathaway Inc. New, U.S. Bancorp, Wells Fargo & Company

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
Q2 2018	AGX Argan, Inc.	Argan, Inc.	Buy	+10,000	+11.1%	$4.09K	100,000
Q2 2018	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell - Position Exit	-6,000	-100.0%	$0.00	-
Q2 2018	FLR Fluor Corporation	Fluor Corporation	Buy	+5,000	+16.7%	$1.71K	35,000
Q2 2018	GM General Motors Company	General Motors Company	Buy - Position Entry	+80,465	-	$3.17K	80,465
Q2 2018	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-1,850	-1.2%	$17.81K	146,800
Q2 2018	NWPX Northwest Pipe Company	Northwest Pipe Company	Sell	-20,000	-11.1%	$3.10K	160,000
Q2 2018	SSYS Stratasys	Stratasys	Sell	-20,000	-20.0%	$1.53K	80,000
Q2 2018	USB U.S. Bancorp	U.S. Bancorp	Sell - Position Exit	-23,200	-100.0%	$0.00	-
Q2 2018	WFC Wells Fargo & Company	Wells Fargo & Company	Sell - Position Exit	-35,800	-100.0%	$0.00	-