Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q2 2020)
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, 2020. 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 2020, the filing reported:
New Buys - FNF Group of Fidelity National , Gildan Activewear, Inc., Safety Insurance Group, Inc., Sphere Entertainment Co.
Increases - Dine Brands Global, Inc. Common, MasterCraft Boat Holdings, Inc., NetEase, Inc., Osisko Gold Royalties Ltd
Reductions - iRobot Corporation, KKR & Co. Inc., PENN Entertainment, Inc., Restaurant Brands International
Complete Exits - Topgolf Callaway Brands Corp.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2020
|
DIN
Dine Brands Global, Inc. Common
|
Buy |
+2,000
|
|
Q2 2020
|
FNF
FNF Group of Fidelity National
|
Buy - Position Entry |
+20,000
|
|
Q2 2020
|
GIL
Gildan Activewear, Inc.
|
Buy - Position Entry |
+730,000
|
|
Q2 2020
|
IRBT
iRobot Corporation
|
Sell |
-4,500
|
|
Q2 2020
|
KKR
KKR & Co. Inc.
|
Sell |
-11,000
|
|
Q2 2020
|
MCFT
MasterCraft Boat Holdings, Inc.
|
Buy |
+269,132
|
|
Q2 2020
|
MODG
Topgolf Callaway Brands Corp.
|
Sell - Position Exit |
-47,000
|
|
Q2 2020
|
NTES
NetEase, Inc.
|
Buy |
+7,500
|
|
Q2 2020
|
OR
Osisko Gold Royalties Ltd
|
Buy |
+385
|
|
Q2 2020
|
PENN
PENN Entertainment, Inc.
|
Sell |
-26,000
|
|
Q2 2020
|
QSR
Restaurant Brands International
|
Sell |
-10,000
|
|
Q2 2020
|
SAFT
Safety Insurance Group, Inc.
|
Buy - Position Entry |
+6,600
|
|
Q2 2020
|
SPHR
Sphere Entertainment Co.
|
Buy - Position Entry |
+8,000
|