Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q4 2017)
According to the SEC 13F filed on Aug 14, 2026, the Fairfax Financial Holdings portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2017. 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 2017, the filing reported:
New Buys - Carlisle Companies Incorporated, Fluor Corporation
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 |
|---|---|---|---|
|
Q4 2017
|
AGX
Argan, Inc.
|
Buy |
+14,000
|
|
Q4 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-6,000
|
|
Q4 2017
|
CSL
Carlisle Companies Incorporated
|
Buy - Position Entry |
+1,900
|
|
Q4 2017
|
FLR
Fluor Corporation
|
Buy - Position Entry |
+26,000
|
|
Q4 2017
|
IBM
International Business Machines
|
Sell |
-15,500
|
|
Q4 2017
|
NTES
NetEase, Inc.
|
Buy |
+2,500
|
|
Q4 2017
|
RAIL
Freightcar America, Inc.
|
Buy |
+40,000
|
|
Q4 2017
|
RYAM
Rayonier Advanced Materials Inc
|
Sell - Position Exit |
-35,000
|
|
Q4 2017
|
SHW
Sherwin-Williams Company (The)
|
Sell - Position Exit |
-683
|
|
Q4 2017
|
SRCL
Stericycle, Inc.
|
Sell - Position Exit |
-2,800
|
|
Q4 2017
|
SSYS
Stratasys
|
Buy |
+9,000
|
|
Q4 2017
|
WFC
Wells Fargo & Company
|
Sell |
-10,000
|