Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q3 2019)

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, 2019. 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 2019, the filing reported:

New Buys - Delek US Holdings, Inc., MasterCraft Boat Holdings, Inc.

Increases - Helmerich & Payne, Inc., Micron Technology, Inc., Freightcar America, Inc.

Reductions - None reported

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	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2019	DK Delek US Holdings, Inc.	Delek US Holdings, Inc.	Buy - Position Entry	+50,000	-	$1.81K	50,000
Q3 2019	HP Helmerich & Payne, Inc.	Helmerich & Payne, Inc.	Buy	+85,000	+60.1%	$9.07K	226,400
Q3 2019	MCFT MasterCraft Boat Holdings, Inc.	MasterCraft Boat Holdings, Inc.	Buy - Position Entry	+397,162	-	$5.93K	397,162
Q3 2019	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy	+27,000	+9.1%	$13.92K	325,000
Q3 2019	RAIL Freightcar America, Inc.	Freightcar America, Inc.	Buy	+20,000	+10.0%	$1.07K	220,000