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

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, 2019. 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