13F filing recap · Q1 2008

What did Fairfax Financial Holdings buy in Q1 2008?

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

Stock value

$3.17B

Positions

Estimated turnover

10.1%

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

RYAAYRyanair Holdings Plc$741.0Kreported value+26.2K shares NTPNam Tai Electronics Inc$239.0Kreported value+25.0K shares BROBrown & Brown, Inc.$209.0Kreported value+12.0K shares

Increased positions

JNJJohnson & Johnson$384.55Mreported value+1.60M shares+36.9%LVLTLevel 3 Communications Inc$246.24Mreported value+94.70M shares+430.5%DELLDell Technologies Inc.$199.96Mreported value+9.0K shares+0.1%KGKing Pharmaceuticals Inc$88.17Mreported value+133.4K shares