Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 2018, 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 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	-