13F filing recap · Q2 2026

What did Fairfax Financial Holdings buy in Q2 2026?

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

Stock value

$2.64B

Positions

Estimated turnover

54.8%

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 Eldorado Gold, Kaspi.kz, Rogers Communications, Domino’s Pizza, Electronic Arts, and Cementos Pacasmayo. It exited Blackberry, Kennedy-Wilson Holdings, and Priority Technology Holdings. The firm substantially increased its stake in Orla Mining and Molson Coors, while dramatically adding to Kraft Heinz and Wendy’s. It also trimmed Garrett Motion and Magnachip Semiconductor substantially.

New positions

EGOEldorado Gold Corp /fi$427.00Mreported value+13.75M shares KSPIJoint Stock Company Kaspi.kz$9.18Mreported value+106.0K shares RCIRogers Communications Inc.$4.87Mreported value+150.2K shares DPZDomino’s Pizza, Inc.$2.14Mreported value+7.2K shares

Increased positions

ORLAOrla Mining Ltd.$568.46Mreported value+26.58M shares+83.5%KHCKraft Heinz Co$337.63Mreported value+9.04M shares+171.6%UAAUnder Armour, Inc.$289.83Mreported value+2.36M shares+5.5%TAPMolson Coors Beverage Co$77.67Mreported value+556.0K shares

Reduced positions

GTXGarrett Motion Inc.$3.72Mreported value-81.7K shares-44.3%MXMagnachip Semiconductor Corp$296.3Kreported value-62.5K shares-50.0%

Exited positions

KWKennedy-Wilson Holdings Inc$144.28Mprior reported value-13.32M shares-100.0%BBBlackberry Limited$113.34Mprior reported value-34.98M shares-100.0%PRTHPriority Technology Holdings, Inc.$332.8Kprior reported value-70.5K shares-100.0%