Prem Watsa
Fairfax Financial Holdings
Fairfax Financial Holdings Portfolio 13F
Prem Watsa Holdings Activity
- Portfolio value:
- $2.42B≈ (+$627M≈)
- Previous value:
- $1.79B≈
- # of changes:
- 16
- New positions:
- 5
- Reported for:
- 31 Mar 2019 (Q1)
- Latest filing date:
- 15 May 2019
Fairfax Financial Holdings has disclosed a total of 16 changes to the portfolio in the (2019 Q1) SEC report(s): increased the number of shares of 3, bought 5 totally new, decreased the number of shares of 5 and completely sold out 3 position(s).
What stocks did Prem Watsa buy in 2019 Q1?
During 2019 Q1 Prem Watsa has bought 8 securities out of which top 5 purchases (by % change to portfolio) were (SSW) Atlas Corp (added shares +99.40%), (LUMN) Lumen Technologies Inc (added shares +20.42%), (MU) Micron Technology Inc (added shares +520.83%), (RHT) Red Hat Inc (new buy) and (CELG) Celgene Corp (new buy).
Warning: SEC insider reports detected for Fairfax Financial Holdings (real-time trades and ownership disclosures)
4 transactions as of 1 month ago
16 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Celgene Corp
|
new
|
$94.34
|
|
0.06%
|
2019 Q1
|
≈ 0.25 years
|
||||
|
|
Integrated Device Technology Inc
|
new
|
$49.00
|
|
0.05%
|
2019 Q1
|
≈ 0.25 years
|
||||
|
|
Red Hat Inc
|
new
|
$182.75
|
|
0.08%
|
2019 Q1
|
≈ 0.25 years
|
||||
|
|
Spark Therapeutics Inc
|
new
|
$113.88
|
|
0.05%
|
2019 Q1
|
≈ 0.25 years
|
||||
|
|
Stamps.com Inc
|
new
|
$81.39
|
|
0.04%
|
2019 Q1
|
≈ 0.25 years
|
||||
|
|
Micron Technology Inc
|
+520.83%
|
$41.32
|
+1,863.32%($811.22)
|
0.51%
|
2018 Q4
|
≈ 0.50 years
|
||||
|
|
Atlas Corp
|
+99.40%
|
$8.69
|
|
27.70%
|
2018 Q2
|
≈ 1.00 year
|
||||
|
|
Lumen Technologies Inc
|
+20.42%
|
$11.99
|
-49.58%($6.04)
|
1.17%
|
2017 Q4
|
≈ 1.50 years
|
||||
|
|
Signature Bank
|
-11.81%
|
$128.07
|
-99.69%($0.40)
|
0.13%
|
2017 Q4
|
≈ 1.50 years
|
||||
|
|
Argan Inc
|
-14.00%
|
$49.93
|
+925.01%($511.79)
|
0.18%
|
2017 Q3
|
≈ 1.75 years
|
||||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.