Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q3 2020)
As of Sep 30, 2020, the Fairfax Financial Holdings portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 13, 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
|