Prem Watsa
Fairfax Financial Holdings
Fairfax Financial Holdings Portfolio 13F
Prem Watsa Holdings Activity
- Portfolio value:
- $1.59B≈ (+$149M≈)
- Previous value:
- $1.44B≈
- # of changes:
- 25
- New positions:
- 8
- Reported for:
- 30 Jun 2020 (Q2)
- Latest filing date:
- 14 Aug 2020
Fairfax Financial Holdings has disclosed a total of 25 changes to the portfolio in the (2020 Q2) SEC report(s): increased the number of shares of 8, bought 8 totally new, decreased the number of shares of 4 and completely sold out 5 position(s).
What stocks did Prem Watsa buy in 2020 Q2?
During 2020 Q2 Prem Watsa has bought 16 securities out of which top 5 purchases (by % change to portfolio) were (MCFT) MCBC Holdings Inc (added shares +16.83%), (GIL) Gildan Activewear Inc (new buy), (NTES) NetEase Inc (added shares +93.75%), (TIF) Tiffany & Co (added shares +61.11%) and (LORL) Loral Space & Communications Inc (added shares +24.19%).
In the 2020 Q2 report(s) no changes have been made to any of these investments.
Warning: SEC insider reports detected for Fairfax Financial Holdings (real-time trades and ownership disclosures)
4 transactions as of 1 month ago
25 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
CENTRAL EUROPEAN MEDIA ENT-A
|
new
|
$3.54
|
|
0.05%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
EL PASO ELECTRIC CO
|
new
|
$67.03
|
-44.19%($37.41)
|
0.07%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
Fidelity National Financial Inc
|
new
|
$30.65
|
+69.49%($51.95)
|
0.04%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
Gildan Activewear Inc
|
new
|
$15.48
|
+225.04%($50.32)
|
0.71%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
Sphere Entertainment Co
|
new
|
$75.00
|
+84.15%($138.11)
|
0.04%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
Norbord Inc
|
new
|
$22.57
|
|
0.04%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
Safety Insurance Group Inc
|
new
|
$76.21
|
+35.16%($103.01)
|
0.03%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
US Silica Holdings Inc
|
new
|
$3.60
|
|
0.08%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
NetEase Inc
|
+93.75%
|
$85.87
|
+44.85%($124.38)
|
0.42%
|
2016 Q4
|
≈ 3.75 years
|
||||
|
|
Liberty TripAdvisor Holdings, Inc
|
+73.53%
|
$2.12
|
|
0.05%
|
2020 Q1
|
≈ 0.50 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.