Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q4 2017)
As of Dec 31, 2017, 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 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
|