Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q4 2019)

As of Dec 31, 2019, 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 2019, the filing reported:

New Buys - Colliers International Group In, Culp, Inc., CVS Health Corporation, Dine Brands Global, Inc. Common, KKR & Co. Inc., and 6 more

Increases - Garrett Motion Inc., MasterCraft Boat Holdings, Inc., Freightcar America, Inc.

Reductions - Ampco-Pittsburgh Corporation, Northwest Pipe Company

Complete Exits - None reported

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 2019	AP Ampco-Pittsburgh Corporation	Ampco-Pittsburgh Corporation	Sell	-5,881	-2.3%	$765.00	254,119
Q4 2019	CIGI Colliers International Group In	Colliers International Group In	Buy - Position Entry	+25,000	-	$1.94K	25,000
Q4 2019	CULP Culp, Inc.	Culp, Inc.	Buy - Position Entry	+54,000	-	$736.00	54,000
Q4 2019	CVS CVS Health Corporation	CVS Health Corporation	Buy - Position Entry	+26,500	-	$1.97K	26,500
Q4 2019	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Buy - Position Entry	+20,000	-	$1.67K	20,000
Q4 2019	GTX Garrett Motion Inc.	Garrett Motion Inc.	Buy	+29,000	+35.8%	$1.10K	110,000
Q4 2019	KKR KKR & Co. Inc.	KKR & Co. Inc.	Buy - Position Entry	+66,000	-	$1.92K	66,000
Q4 2019	MCFT MasterCraft Boat Holdings, Inc.	MasterCraft Boat Holdings, Inc.	Buy	+135,295	+34.1%	$8.38K	532,457
Q4 2019	MIDD The Middleby Corporation	The Middleby Corporation	Buy - Position Entry	+7,400	-	$810.00	7,400
Q4 2019	MSGS Madison Square Garden Sports Co	Madison Square Garden Sports Co	Buy - Position Entry	+8,000	-	$2.35K	8,000
Q4 2019	NWPX Northwest Pipe Company	Northwest Pipe Company	Sell	-50,000	-37.0%	$2.83K	85,000
Q4 2019	OR Osisko Gold Royalties Ltd	Osisko Gold Royalties Ltd	Buy - Position Entry	+87,000	-	$846.00	87,000
Q4 2019	PENN PENN Entertainment, Inc.	PENN Entertainment, Inc.	Buy - Position Entry	+65,000	-	$1.66K	65,000
Q4 2019	QSR Restaurant Brands International	Restaurant Brands International	Buy - Position Entry	+37,000	-	$2.36K	37,000
Q4 2019	RAIL Freightcar America, Inc.	Freightcar America, Inc.	Buy	+230,000	+104.5%	$923.00	450,000
Q4 2019	TAC TransAlta Corporation	TransAlta Corporation	Buy - Position Entry	+215,000	-	$1.53K	215,000