13F filing recap · Q3 2007

What did Fairfax Financial Holdings buy in Q3 2007?

Reported stock-position changes between this filing and the previous one.

Stock value

$3.04B

Positions

Estimated turnover

7.3%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

KGKing Pharmaceuticals Inc$12.10Mreported value+1.03M shares SNYSanofi$484.0Kreported value+11.4K shares GSKGsk Plc$468.0Kreported value+8.8K shares USBUS Bancorp$221.0Kreported value+6.8K shares

Increased positions

JNJJohnson & Johnson$284.83Mreported value+831.1K shares+23.7%ICOInternational Coal Group Inc$93.48Mreported value+14.35M shares+214.1%USGUsg Corporation$357.0Kreported value+4.5K shares+90.0%

Reduced positions

MRSHMarsh & Mclennan Companies, Inc.$61.28Mreported value-853.2K shares-26.2%ABTAbbott Laboratories$2.41Mreported value-1.00M shares-95.7%

Exited positions

TELTelecom Corp of New Zealand Ltd$21.30Mprior reported value-762.8K shares-100.0%NYTNymagic, Inc.$281.0Kprior reported value-7.0K shares-100.0%ANATUSDAmerican National Insurance Co$229.0Kprior reported value-1.5K shares-100.0%