Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q4 2016)

As of Dec 31, 2016, 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 Q4 2016, the filing reported:

New Buys - None reported

Increases - Johnson & Johnson, Kennedy-Wilson Holdings Inc., NetEase, Inc., U.S. Bancorp

Reductions - Berkshire Hathaway Inc. New, International Business Machines, Rayonier Advanced Materials Inc, Wells Fargo & Company

Complete Exits - CSX Corporation

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
Q4 2016	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-3,500	-17.9%	$2.61K	16,000
Q4 2016	CSX CSX Corporation	CSX Corporation	Sell - Position Exit	-9,800	-100.0%	$0.00	-
Q4 2016	IBM International Business Machines	International Business Machines	Sell	-600	-0.0%	$226.06K	1,361,900
Q4 2016	JNJ Johnson & Johnson	Johnson & Johnson	Buy	+68,400	+82.6%	$17.43K	151,250
Q4 2016	KW Kennedy-Wilson Holdings Inc.	Kennedy-Wilson Holdings Inc.	Buy	+3,366,973	+37.6%	$251.98K	12,321,921
Q4 2016	NTES NetEase, Inc.	NetEase, Inc.	Buy	+2,000	+200.0%	$646.00	3,000
Q4 2016	RYAM Rayonier Advanced Materials Inc	Rayonier Advanced Materials Inc	Sell	-35,000	-50.0%	$541.00	35,000
Q4 2016	USB U.S. Bancorp	U.S. Bancorp	Buy	+384,800	+1658.6%	$20.96K	408,000
Q4 2016	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-3,500	-5.1%	$3.63K	65,800