Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q3 2017)
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, 2017. 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 2017, the filing reported:
New Buys - Argan, Inc., Ampco-Pittsburgh Corporation, Kulicke and Soffa Industries, I, MYR Group, Inc., Northwest Pipe Company, and 4 more
Increases - NetEase, Inc.
Reductions - International Business Machines, U.S. Bancorp
Complete Exits - None reported
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 |
|---|---|---|---|
|
Q3 2017
|
AGX
Argan, Inc.
|
Buy - Position Entry |
+61,000
|
|
Q3 2017
|
AP
Ampco-Pittsburgh Corporation
|
Buy - Position Entry |
+135,000
|
|
Q3 2017
|
IBM
International Business Machines
|
Sell |
-380,700
|
|
Q3 2017
|
KLIC
Kulicke and Soffa Industries, I
|
Buy - Position Entry |
+96,000
|
|
Q3 2017
|
MYRG
MYR Group, Inc.
|
Buy - Position Entry |
+80,000
|
|
Q3 2017
|
NTES
NetEase, Inc.
|
Buy |
+1,000
|
|
Q3 2017
|
NWPX
Northwest Pipe Company
|
Buy - Position Entry |
+180,000
|
|
Q3 2017
|
RAIL
Freightcar America, Inc.
|
Buy - Position Entry |
+110,000
|
|
Q3 2017
|
SRCL
Stericycle, Inc.
|
Buy - Position Entry |
+2,800
|
|
Q3 2017
|
SSYS
Stratasys
|
Buy - Position Entry |
+81,000
|
|
Q3 2017
|
TSM
Taiwan Semiconductor Manufactur
|
Buy - Position Entry |
+29,000
|
|
Q3 2017
|
USB
U.S. Bancorp
|
Sell |
-384,800
|