Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q3 2025)

As of Sep 30, 2025, the Fairfax Financial Holdings portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 2025. 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 2025, the filing reported:

New Buys - Dollar Tree, Inc., lululemon athletica inc.

Increases - Helmerich & Payne, Inc., The Kraft Heinz Company, Pfizer, Inc., Molson Coors Beverage Company

Reductions - BlackBerry Limited, Garrett Motion Inc., Vanguard S&P 500 ETF

Complete Exits - Autohome Inc., Lifeway Foods, Inc.

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 2025	ATHM Autohome Inc.	Autohome Inc.	Sell - Position Exit	-54,000	-100.0%	$0.00	-
Q3 2025	BB BlackBerry Limited	BlackBerry Limited	Sell	-5,389,380	-13.2%	$172.38M	35,395,320
Q3 2025	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy - Position Entry	+44,380	-	$4.19M	44,380
Q3 2025	GTX Garrett Motion Inc.	Garrett Motion Inc.	Sell	-2,500	-0.8%	$4.11M	301,860
Q3 2025	HP Helmerich & Payne, Inc.	Helmerich & Payne, Inc.	Buy	+200,000	+20.5%	$25.95M	1,174,105
Q3 2025	KHC The Kraft Heinz Company	The Kraft Heinz Company	Buy	+235,000	+4.8%	$133.25M	5,119,000
Q3 2025	LULU lululemon athletica inc.	lululemon athletica inc.	Buy - Position Entry	+25,000	-	$4.45M	25,000
Q3 2025	LWAY Lifeway Foods, Inc.	Lifeway Foods, Inc.	Sell - Position Exit	-31,618	-100.0%	$0.00	-
Q3 2025	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+240,000	+36.9%	$22.69M	890,900
Q3 2025	TAP Molson Coors Beverage Company	Molson Coors Beverage Company	Buy	+71,571	+5.9%	$58.36M	1,290,071
Q3 2025	VOO Vanguard S&P 500 ETF	Vanguard S&P 500 ETF	Sell	-14,652	-20.1%	$35.67M	58,248