Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q3 2017)
As of Sep 30, 2017, 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 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
|