Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q3 2013)

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 Sep 30, 2013. 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 Q3 2013, the filing reported:

New Buys - BlackBerry Limited, BP p.l.c., NewMarket Corp

Increases - None reported

Reductions - Johnson & Johnson, SLM Corporation, U.S. Bancorp, Wells Fargo & Company

Complete Exits - Walmart 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
Q3 2013	BB BlackBerry Limited	BlackBerry Limited	Buy - Position Entry	+51,854,700	-	$411.07K	51,854,700
Q3 2013	BP BP p.l.c.	BP p.l.c.	Buy - Position Entry	+5,000	-	$210.00	5,000
Q3 2013	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-2,974,059	-50.3%	$255.02K	2,941,741
Q3 2013	NEU NewMarket Corp	NewMarket Corp	Buy - Position Entry	+750	-	$216.00	750
Q3 2013	SLM SLM Corporation	SLM Corporation	Sell	-5,000	-25.0%	$374.00	15,000
Q3 2013	USB U.S. Bancorp	U.S. Bancorp	Sell	-2,879,279	-99.0%	$1.10K	30,000
Q3 2013	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-1,254,363	-94.8%	$2.86K	69,300
Q3 2013	WMT Walmart Inc.	Walmart Inc.	Sell - Position Exit	-220,000	-100.0%	$0.00	-