Fairfax Financial
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| BBBlackBerry Limited | 33.58% | 46,724,700 | $373M | held | — | 13 q |
| IBMInternational Business Machines Corporation | 19.51% | 1,362,500 | $216M | held | — | 14 q |
| KWKennedy-wilson Holdings, Inc. | 18.19% | 8,954,948 | $202M | held | — | 14 q |
| 7AB1Resolute Forest Products | 13.00% | 30,548,190 | $144M | held | — | 14 q |
| NXHNeighborhood Intelligence, Inc. | 4.39% | 3,184,677 | $49M | held | — | 14 q |
| unresolvedExco Resources Inc | 2.46% | 25,538,912 | $27M | held | — | 14 q |
| unresolvedBaldwin & Lyons Inc Cl B | 2.24% | 969,875 | $25M | held | — | 14 q |
| HPHelmerich & Payne, Inc. | 2.12% | 349,974 | $24M | held | — | 7 q |
| JNJJohnson & Johnson | 0.88% | 82,850 | $10M | held | — | 14 q |
| PKXPOSCO Holdings Inc. | 0.88% | 191,879 | $10M | held | — | 5 q |
| PFEPfizer Inc. | 0.64% | 210,000 | $7M | held | — | 14 q |
| unresolvedLeucadia National | 0.51% | 300,000 | $6M | held | — | 3 q |
| TRQTurquoise Hill Resources Ltd | 0.31% | 1,150,400 | $3M | held | — | 4 q |
| WFCWells Fargo & Co. | 0.28% | 69,300 | $3M | held | — | 14 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 0.25% | 19,500 | $3M | held | — | 14 q |
| BRK.ABerkshire Hathaway Inc. | 0.12% | 6 | $1M | held | — | 14 q |
| USBU.S. Bancorp | 0.09% | 23,200 | $995,000 | held | — | 14 q |
| RYAMRayonier Advanced Materials Inc. | 0.08% | 70,000 | $935,000 | held | — | 9 q |
| unresolvedU S G Corp | 0.08% | 32,800 | $848,000 | held | — | 14 q |
| LXKLexmark International Inc-a | 0.06% | 16,200 | $647,000 | held | — | 2 q |
| unresolvedColfax Corp | 0.05% | 16,300 | $512,000 | held | — | 4 q |
| unresolvedNew Oriental Ed & Tech Grp I | 0.05% | 11,100 | $514,000 | held | — | 14 q |
| unresolvedVirgin America Inc | 0.05% | 11,000 | $589,000 | new | +0.05 pp | new |
| unresolvedCvent Inc | 0.04% | 14,500 | $460,000 | held | — | 2 q |
| LRNStride, Inc. | 0.04% | 33,133 | $475,000 | held | — | 13 q |
| CSXCSX Corporation | 0.03% | 9,800 | $299,000 | held | — | 3 q |
| GDGeneral Dynamics Corporation | 0.02% | 1,500 | $233,000 | held | — | 2 q |
| NOVNOV Inc. | 0.02% | 6,400 | $235,000 | held | — | 2 q |
| NTESNetEase, inc. | 0.02% | 1,000 | $241,000 | new | +0.02 pp | new |









