13F filing recap · Q1 2026

What did Fairfax Financial Holdings buy in Q1 2026?

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

Stock value

$1.94B

Positions

Estimated turnover

19.9%

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 Wendy’s and Warner Bros. Discovery, while exiting Occidental Petroleum and Vanguard Index Funds. The firm added to Under Armour, with one increase dramatic and another slight, and modestly increased Kraft Heinz and Molson Coors. It also added to Pfizer, Colliers International, Canadian National Railway, and substantially increased International Game Technology, while moderately trimming Garrett Motion.

New positions

WENWendy'S Co$22.75Mreported value+3.27M shares WBDWarner Bros. Discovery, Inc.$1.59Mreported value+57.9K shares

Increased positions

UAAUnder Armour, Inc.$253.71Mreported value+1.04M shares+2.5%UAUnder Armour, Inc.$126.93Mreported value+12.54M shares+132.6%KHCKraft Heinz Co$118.43Mreported value+149.2K shares+2.9%TAPMolson Coors Beverage Co$61.94Mreported value+100.0K shares

Reduced positions

GTXGarrett Motion Inc.$3.35Mreported value-76.0K shares-29.2%

Exited positions

OXYOccidental Petroleum Corporation$248.73Mprior reported value-6.05M shares-100.0%VOOVanguard Index Funds$36.52Mprior reported value-58.2K shares-100.0%