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

As of Dec 31, 2018, 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 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	-