Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q4 2018)

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, 2018. 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 2018, the filing reported:

New Buys - Bank Nova Scotia Halifax Pfd 3, Garrett Motion Inc., Micron Technology, Inc., Pacific Biosciences of Californ

Increases - Ampco-Pittsburgh Corporation, Kulicke and Soffa Industries, I, Freightcar America, Inc.

Reductions - None reported

Complete Exits - Fluor Corporation, Stratasys

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 2018	AP Ampco-Pittsburgh Corporation	Ampco-Pittsburgh Corporation	Buy	+60,000	+30.0%	$803.00	260,000
Q4 2018	BNS Bank Nova Scotia Halifax Pfd 3	Bank Nova Scotia Halifax Pfd 3	Buy - Position Entry	+247,100	-	$12.30K	247,100
Q4 2018	FLR Fluor Corporation	Fluor Corporation	Sell - Position Exit	-35,000	-100.0%	$0.00	-
Q4 2018	GTX Garrett Motion Inc.	Garrett Motion Inc.	Buy - Position Entry	+81,000	-	$998.00	81,000
Q4 2018	KLIC Kulicke and Soffa Industries, I	Kulicke and Soffa Industries, I	Buy	+10,000	+8.3%	$2.63K	130,000
Q4 2018	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy - Position Entry	+48,000	-	$1.52K	48,000
Q4 2018	PACB Pacific Biosciences of Californ	Pacific Biosciences of Californ	Buy - Position Entry	+160,000	-	$1.18K	160,000
Q4 2018	RAIL Freightcar America, Inc.	Freightcar America, Inc.	Buy	+20,000	+11.1%	$1.34K	200,000
Q4 2018	SSYS Stratasys	Stratasys	Sell - Position Exit	-80,000	-100.0%	$0.00	-