13F filing recap · Q4 2009

What did Fairfax Financial Holdings buy in Q4 2009?

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

Stock value

$3.68B

Positions

Estimated turnover

63.6%

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

JAVASun Microsystems$936.0Kreported value+100.0K shares MRKMerck & Co., Inc.CORP ACTION$292.0Kreported value+8.0K shares

Increased positions

WFCWells Fargo & Company/mn$539.98Mreported value+15.0K shares+0.1%ICOInternational Coal Group Inc$173.85Mreported value+8.62M shares+23.6%FTRFrontier Communications Corp$145.05Mreported value+3.03M shares+19.4%ZNTZenith National Insurance Corp$65.21Mreported value

Reduced positions

USBUS Bancorp$356.47Mreported value-13.5K shares-0.1%MGAMagna International Inc.$242.73Mreported value-488.1K shares-9.2%LUKLeucadia National Corporation$9.56Mreported value-274.2K shares-40.6%RYAAYRyanair Holdings Plc$5.20Mreported value-100 shares

Exited positions

ORHOdyssey Re Holdings Corp.$2.75Bprior reported value-42.40M shares-100.0%INTCIntel Corp$111.75Mprior reported value-5.72M shares-100.0%GCIGannett Co. Inc.$18.99Mprior reported value-1.52M shares-100.0%VIABViacom Inc.$11.19Mprior reported value-400.0K shares