13F filing recap · Q2 2019

What did Fairfax Financial Holdings buy in Q2 2019?

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

Stock value

$1.77B

Positions

Estimated turnover

1.1%

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

DSSIDiamond S Shipping Inc$13.22Mreported value+1.03M shares ARRYArray BioPharma Inc$1.27Mreported value+27.5K shares

Increased positions

TSMTaiwan Semiconductor Manufacturing$2.10Mreported value+24.7K shares+85.2%

Exited positions

CELGCelgene Corporation$1.37Mprior reported value-14.5K shares-100.0%IDTIIntegrated Device Technology Inc$1.32Mprior reported value-27.0K shares-100.0%STMPStamps.com Inc$879.0Kprior reported value-10.8K shares-100.0%