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

As of Sep 30, 2019, 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 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