13F filing recap · Q3 2025

What did Fairfax Financial Holdings buy in Q3 2025?

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

Stock value

$2.06B

Positions

Estimated turnover

3.4%

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.

Quarter in review

Fairfax Financial Holdings opened new positions in Lululemon Athletica, Dollar Tree, and International Game Technology, while exiting Autohome and Lifeway Foods. It trimmed Blackberry and Vanguard Index Funds, and added to Kraft Heinz, Molson Coors Beverage, Helmerich & Payne, and Pfizer. The Pfizer increase was substantial, while Garrett Motion was slightly reduced.

New positions

LULULululemon Athletica Inc.$4.45Mreported value+25.0K shares DLTRDollar Tree, Inc.$4.19Mreported value+44.4K shares BRSLInternational Game Technology Plc$631.9Kreported value+36.6K shares

Increased positions

KHCKraft Heinz Co$133.25Mreported value+235.0K shares+4.8%TAPMolson Coors Beverage Co$58.36Mreported value+71.6K shares+5.9%HPHelmerich & Payne, Inc.$25.95Mreported value+200.0K shares+20.5%PFEPfizer Inc.$22.69Mreported value+240.0K shares

Reduced positions

BBBlackberry Limited$172.38Mreported value-5.39M shares-13.2%VOOVanguard Index Funds$35.67Mreported value-14.7K shares-20.1%GTXGarrett Motion Inc.$4.11Mreported value-2.5K shares-0.8%

Exited positions

ATHMAutohome Inc.$1.39Mprior reported value-54.0K shares-100.0%LWAYLifeway Foods, Inc.$779.4Kprior reported value-31.6K shares-100.0%