13F filing recap · Q1 2010

What did Fairfax Financial Holdings buy in Q1 2010?

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

Stock value

$3.19B

Positions

Estimated turnover

29.4%

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

SPMDSupermedia Inc$14.76Mreported value+363.0K shares COMS3com Corp$6.01Mreported value+783.0K shares BRK.BBerkshire Hathaway Inc$488.0Kreported value+6.0K shares IAXInternational Absorbents Inc.$202.0Kreported value+43.6K shares

Increased positions

ZNTZenith National Insurance Corp$119.41Mreported value+927.3K shares+42.3%BRK.ABerkshire Hathaway Inc$731.0Kreported value+2 shares+50.0%

Reduced positions

WFCWells Fargo & Company/mn$437.42Mreported value-5.97M shares-29.8%DELLDell Technologies Inc.$346.99Mreported value-11.65M shares-33.5%GEGeneral Electric Company$316.11Mreported value-9.21M shares-34.6%USBUS Bancorp$292.17Mreported value-4.55M shares

Exited positions

JAVASun Microsystems$936.0Kprior reported value-100.0K shares-100.0%BRK.BBerkshire Hathaway Inc$394.0Kprior reported value-120 shares-100.0%BNIBurlington Northern Santa Fe Corporation$394.0Kprior reported value-4.0K shares-100.0%