Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q3 2020)
According to the SEC 13F filed on Nov 13, 2020, the Fairfax Financial Holdings portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2020. 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 2020, the filing reported:
Increases - FNF Group of Fidelity National , Osisko Gold Royalties Ltd
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 2020
|
CCI
Crown Castle Inc.
|
Buy - Position Entry |
+4,000
|
|
Q3 2020
|
EAF
GrafTech International Ltd.
|
Buy - Position Entry |
+852,628
|
|
Q3 2020
|
FNF
FNF Group of Fidelity National
|
Buy |
+10,000
|
|
Q3 2020
|
GTX
Garrett Motion Inc.
|
Sell - Position Exit |
-150,000
|
|
Q3 2020
|
KKR
KKR & Co. Inc.
|
Sell |
-10,000
|
|
Q3 2020
|
NTES
NetEase, Inc.
|
Sell |
-1,000
|
|
Q3 2020
|
OR
Osisko Gold Royalties Ltd
|
Buy |
+312
|
|
Q3 2020
|
PACB
Pacific Biosciences of Californ
|
Sell - Position Exit |
-160,000
|
|
Q3 2020
|
PENN
PENN Entertainment, Inc.
|
Sell - Position Exit |
-20,000
|
|
Q3 2020
|
TSM
Taiwan Semiconductor Manufactur
|
Sell |
-6,000
|
|
Q3 2020
|
ZBRA
Zebra Technologies Corporation
|
Buy - Position Entry |
+1,900
|