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

As of Sep 30, 2013, 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 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	-