13F filing recap · Q1 2014

What did Fairfax Financial Holdings buy in Q1 2014?

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

Stock value

$1.41B

Positions

Estimated turnover

6.1%

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

SPLPSteel Partners Holdings L.p.$509.0Kreported value+30.0K shares MSMorgan Stanley$413.0Kreported value+24.5K shares HNRHarvest Natural Resources Inc$375.0Kreported value+100.0K shares

Increased positions

XCOExco Resources Inc$98.15Mreported value+6.73M shares+62.2%BRK.BBerkshire Hathaway Inc$3.06Mreported value+3.4K shares+16.1%BPBp Plc$529.0Kreported value+4.0K shares+57.1%

Reduced positions

BBBlackberry Limited$376.60Mreported value-5.20M shares-10.0%PTENPatterson Uti Energy Inc$538.0Kreported value-2.0K shares-10.5%CTBCooper Tire & Rubber Company$398.0Kreported value-6.1K shares-27.1%

Exited positions

VPHMViropharma Incorporated$498.0Kprior reported value-10.0K shares-100.0%EVACEDWARDS GROUP LTD$494.0Kprior reported value-48.5K shares-100.0%HPQHP Inc.$263.0Kprior reported value-9.4K shares-100.0%