13F filing recap · Q3 2008

What did Fairfax Financial Holdings buy in Q3 2008?

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

Stock value

$3.76B

Positions

Estimated turnover

14.7%

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

FTRFrontier Communications Corp$213.57Mreported value+18.62M shares ZNTZenith National Insurance Corp$8.17Mreported value+223.0K shares SDSandridge Energy, Inc.$5.44Mreported value+280.0K shares USBUS Bancorp$316.0Kreported value+8.8K shares BMYBristol-Myers Squibb Company$209.0Kreported value+10.0K shares MHKMohawk Industries, Inc.$202.0Kreported value+3.0K shares

Increased positions

PFEPfizer Inc.$327.07Mreported value+6.0K shares+0.0%DELLDell Technologies Inc.$270.17Mreported value+5.12M shares+45.3%CRESYCresud Inc.$16.48Mreported value+1.10M shares+234.7%RYAAYRyanair Holdings Plc$3.46Mreported value+82.4K shares

Reduced positions

KGKing Pharmaceuticals Inc$96.33Mreported value-16.4K shares-0.2%STEIStewart Enterprises, Inc.$32.09Mreported value-45.0K shares-1.1%

Exited positions

CIACitizens Communications Company$210.78Mprior reported value-18.62M shares-100.0%