Prem Watsa - Fairfax Financial Holdings Ltd
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    29
Portfolio value:    $1,942,669,475
Holdings Activity Buys Sells    History
History Stock Activity Share change % change to portfolio
Q1 2026
GTX - Garrett Motion Inc. Reduce 29.18% 76,000 0.06
OXY - Occidental Petroleum Sell 100.00% 6,050,418 11.94
VOO - Vanguard S&P 500 ETF Sell 100.00% 58,248 1.75
Q4 2025
BB - BlackBerry Ltd. Reduce 1.17% 415,100 0.10
GTX - Garrett Motion Inc. Reduce 13.71% 41,400 0.03
ORLA - Orla Mining Ltd Reduce 44.00% 25,000,000 13.01
LULU - Lululemon Athletica Inc. Reduce 50.00% 12,500 0.11
DLTR - Dollar Tree Inc. Sell 100.00% 44,380 0.20
FNV - Franco Nevada Corp. Sell 100.00% 16,800 0.18
KKR - KKR & Co. L.P. Sell 100.00% 20,000 0.13
Q3 2025
GTX - Garrett Motion Inc. Reduce 0.82% 2,500 0.00
BB - BlackBerry Ltd. Reduce 13.21% 5,389,380 1.32
VOO - Vanguard S&P 500 ETF Reduce 20.10% 14,652 0.44
ATHM - Autohome Inc Sell 100.00% 54,000 0.07
LWAY - Lifeway Foods Inc Sell 100.00% 31,618 0.04
Q2 2025
BB - BlackBerry Ltd. Reduce 12.71% 5,940,000 1.21
TSM - Taiwan Semiconductor S.A. Reduce 33.87% 48,000 0.43
MU - Micron Technology Inc. Sell 100.00% 80,000 0.38
GNTX - Gentex Corp. Sell 100.00% 85,000 0.11
MGM - MGM Resorts International Sell 100.00% 29,500 0.05
Q1 2025
CIGI - Colliers International Group Inc. Reduce 12.00% 3,000 0.03
KKR - KKR & Co. L.P. Reduce 14.89% 3,500 0.03
TFII - Tfi International Inc Sell 100.00% 13,300 0.11
XERS - Xeris Biopharma Holdings Inc Sell 100.00% 139,687 0.03
RVNC - Revance Therapeutics Inc Sell 100.00% 21,158 0.00
Q4 2024
XERS - Xeris Biopharma Holdings Inc Reduce 18.28% 31,250 0.01
CPRI - Capri Holdings Ltd Reduce 61.36% 124,000 0.48
GOOGL - Alphabet Inc. Sell 100.00% 274,620 4.14
INTC - Intel Corp. Sell 100.00% 190,000 0.41
QSR - Restaurant Brands International Inc. Sell 100.00% 42,000 0.27
TGNA - Tegna Inc Sell 100.00% 32,000 0.05
Q3 2024
ATHM - Autohome Inc Reduce 41.94% 39,000 0.09
VOO - Vanguard S&P 500 ETF Sell 100.00% 95,000 4.02
BEN - Franklin Resources Inc Sell 100.00% 1,000,000 1.89
BABA - Alibaba Group Holdings Sell 100.00% 292,800 1.78
META - Meta Platforms Inc. Sell 100.00% 12,800 0.55
SPR - Spirit Aerosystems Hldgs Inc Sell 100.00% 152,000 0.42
DOO - Brp Inc Sell 100.00% 21,200 0.11
LBRDK - Liberty Broadband Corp. CL C Sell 100.00% 14,780 0.07
TXNM - Pnm Res Inc Sell 100.00% 17,000 0.05
X - United States Stl Corp Sell 100.00% 8,900 0.03
Q2 2024
MU - Micron Technology Inc. Reduce 94.23% 655,000 6.29
CCAP - Crescent Capital Bdc Inc Sell 100.00% 1,945,858 2.73
GE - GE Aerospace Sell 100.00% 25,600 0.37
CRDO - Credo Technology Group Holding Ltd. Sell 100.00% 87,566 0.15
CP - Canadian Pacific Kansas City Ltd. Sell 100.00% 19,100 0.14
CVS - CVS Health Corp. Sell 100.00% 15,000 0.10
FHN - First Horizon Corp Sell 100.00% 69,650 0.09
Q1 2024
CCAP - Crescent Capital Bdc Inc Reduce 7.02% 146,840 0.17
TFII - Tfi International Inc Reduce 13.07% 2,000 0.02
FHN - First Horizon Corp Reduce 50.00% 69,650 0.07
X - United States Steel Corp Reduce 50.28% 9,000 0.03
VOO - Vanguard S&P 500 ETF Reduce 80.00% 32,000 0.95
MU - Micron Technology Inc. Reduce 82.23% 3,216,549 18.68
META - Meta Platforms Inc. Sell 100.00% 21,600 0.52
ORN - Orion Group Holdings, Inc. Sell 100.00% 160,000 0.16
MIDD - Middleby Corp. Sell 100.00% 14,500 0.15
BN - Brookfield Corp. Sell 100.00% 50,000 0.14
EPAM - Epam Systems Inc Sell 100.00% 6,950 0.14
IMAX - Imax Corp Sell 100.00% 125,000 0.13
UA - Under Armour CL C Sell 100.00% 229,000 0.13
ATS - Ats Corp Sell 100.00% 40,000 0.12
J - Jacobs Solutions Inc. Sell 100.00% 11,000 0.10
SLCA - U S Silica Holdings Inc Sell 100.00% 130,000 0.10
DENN - Denny's Corp Sell 100.00% 125,000 0.09
DIN - Dine Brands Global Inc. Sell 100.00% 20,000 0.07
ICDIQ - Independence Contract Drilling Sell 100.00% 390,294 0.07
BIL - SPDR Bloomberg 1 3 Month T B Sell 100.00% 10,000 0.06
DK - Delek Us Holdings Inc Sell 100.00% 32,000 0.06
DAR - Darling Ingredients Inc. Sell 100.00% 16,200 0.05
Q4 2023
TFII - Tfi International Inc Reduce 8.93% 1,500 0.01
GOOGL - Alphabet Inc. Reduce 17.93% 60,000 0.51
KKR - KKR & Co. L.P. Reduce 34.72% 12,500 0.05
GE - GE Aerospace Reduce 72.57% 67,712 0.49
INTC - Intel Corp. Reduce 74.75% 562,500 1.30
ATVI - Activision Blizzard Inc Sell 100.00% 27,800 0.17
LTRPA - Liberty Tripadvisor Holdings Sell 100.00% 1,650,000 0.05
TSAT - Telesat Corp Sell 100.00% 54,000 0.05
CNSL - Consolidated Comm Holdings Inc Sell 100.00% 78,850 0.02
Q3 2023
QSR - Restaurant Brands International Inc. Reduce 3.45% 1,500 0.01
GE - GE Aerospace Reduce 5.61% 5,550 0.04
KKR - KKR & Co. L.P. Reduce 10.00% 4,000 0.02
TFII - Tfi International Inc Reduce 28.81% 6,800 0.05
TSAT - Telesat Corp Reduce 28.95% 22,000 0.01
VOO - Vanguard S&P 500 ETF Reduce 52.38% 44,000 1.17
ATVI - Activision Blizzard Inc Reduce 53.43% 31,900 0.18
DICE - Dice Therapeutics Inc Sell 100.00% 130,000 0.39
ARCE - Arco Platform Ltd Sell 100.00% 63,156 0.05
Q2 2023
GOOGL - Alphabet Inc. Reduce 0.59% 2,000 0.01
TSM - Taiwan Semiconductor S.A. Reduce 4.87% 4,800 0.03
GE - GE Aerospace Reduce 43.14% 75,000 0.51
BIL - SPDR Bloomberg 1 3 Month T B Reduce 46.24% 8,600 0.06
BAC - Bank of America Corp. Sell 100.00% 3,402,000 6.92
CVX - Chevron Corp. Sell 100.00% 314,000 3.65
PRVB - Provention Bio Inc Sell 100.00% 277,000 0.48
FNF - Fidelity National Financial Inc. Sell 100.00% 19,390 0.05
BAM - Brookfield Asset Management Sell 100.00% 12,583 0.03
AXP - American Express Sell 100.00% 1,600 0.02
DVN - Devon Energy Corp. Sell 100.00% 6,000 0.02
EOG - EOG Resources Sell 100.00% 2,000 0.02
PXD - Pioneer Nat Res Co Sell 100.00% 1,000 0.01
Q1 2023
FNF - Fidelity National Financial Inc. Reduce 30.75% 8,610 0.01
ATVI - Activision Blizzard Inc Reduce 75.27% 63,000 0.13
ATCO - Atlas Corp Sell 100.00% 125,081,134 51.97
RFP - Resolute Forest Prods Inc Sell 100.00% 30,548,190 17.86
CIXXF - Ci Financial Corp Sell 100.00% 165,200 0.04
MR4 - Meridian Bioscience Inc Sell 100.00% 41,400 0.04
SWIR - Sierra Wireless Inc Sell 100.00% 38,200 0.03
VMD - Viemed Healthcare, Inc. Sell 100.00% 150,000 0.03
LYLTQ - Loyalty Ventures Inc Sell 100.00% 240,000 0.02
TME - Tencent Music Entertainment Group Sell 100.00% 75,000 0.02
FSTX - F-Star Therapeutics Inc Sell 100.00% 49,399 0.01
FG - F&G Annuities & Life Inc. Sell 100.00% 1,904 0.00
Q4 2022
DVN - Devon Energy Corp. Reduce 48.28% 5,600 0.01
EOG - EOG Resources Reduce 50.00% 2,000 0.01
PXD - Pioneer Nat Res Co Reduce 50.00% 1,000 0.01
TME - Tencent Music Entertainment Group Reduce 81.66% 334,000 0.04
HRB - H&R Block Inc. Sell 100.00% 1,035,019 1.24
INSW - Intl Seaways Inc Sell 100.00% 572,954 0.57
TEN - Tenneco Inc Sell 100.00% 375,000 0.18
BAM.A - Brookfield Asset Mgmt Inc Sell 100.00% 50,000 0.06
CTXS - Citrix Systems Inc Sell 100.00% 14,200 0.04
GRP.U - Granite Real Estate Investment Sell 100.00% 20,000 0.03
NLSN - Nielsen Holdings Plc Sell 100.00% 26,900 0.02
MCFT - Mastercraft Boat Holdings Inc Sell 100.00% 10,000 0.01
Q3 2022
CCAP - Crescent Cap Bdc Inc Reduce 6.16% 137,278 0.07
HRB - H&R Block Inc. Reduce 7.66% 85,875 0.11
VOO - Vanguard S&P 500 ETF Reduce 30.00% 600 0.01
JEG - Jacobs Engr Group Inc Sell 100.00% 11,000 0.05
IRBTQ - Irobot Corp Sell 100.00% 15,000 0.02
Q2 2022
CCAP - Crescent Cap Bdc Inc Reduce 10.51% 261,761 0.15
ATHM - Autohome Inc Reduce 15.45% 17,000 0.02
DIN - Dine Brands Global Inc. Reduce 21.57% 5,500 0.02
FNF - Fidelity National Financial Inc. Reduce 30.00% 12,000 0.02
CVS - CVS Health Corp. Reduce 43.40% 11,500 0.04
VOO - Vanguard S&P 500 ETF Reduce 44.69% 1,616 0.02
MCFT - Mastercraft Boat Hldgs Inc Reduce 96.96% 318,699 0.26
VNE - Veoneer Inc Sell 100.00% 104,444 0.13
IBAAY - Industrias Bachoco SAb De Cv Sell 100.00% 54,000 0.08
LHCG - Lhc Group Inc Sell 100.00% 7,400 0.04
Q1 2022
MCFT - Mastercraft Boat Holdings Inc Reduce 3.10% 10,500 0.01
VOO - Vanguard S&P 500 ETF Reduce 18.12% 800 0.01
CCAP - Crescent Capital Bdc Inc Reduce 25.37% 847,262 0.48
NUAN - Nuance Communications Inc Sell 100.00% 77,000 0.14
CNNE - Cannae Hldgs Inc Sell 100.00% 40,000 0.05
CSPR - Casper Sleep Inc Sell 100.00% 219,000 0.05
AGX - Argan Inc. Sell 100.00% 27,500 0.03
WGHTQ - Ww Intl Inc Sell 100.00% 61,000 0.03
CHNG - Change Healthcare Inc Sell 100.00% 33,700 0.02
Q4 2021
CCAP - Crescent Capital Bdc Inc Reduce 12.04% 457,247 0.28
WGHTQ - Ww Intl Inc Reduce 23.75% 19,000 0.01
VOO - Vanguard S&P 500 ETF Reduce 44.54% 3,547 0.04
TRIL - Trillium Therapeutics Inc Sell 100.00% 341,000 0.20
LORL - Loral Space & Com Inc Sell 100.00% 66,000 0.09
TXNM - Pnm Res Inc Sell 100.00% 27,951 0.05
KSU - Kansas City Southern Sell 100.00% 4,800 0.04
PPD - Ppd Inc Sell 100.00% 16,500 0.03
SOLY - Soliton Inc Sell 100.00% 34,500 0.02
SBBP - Strongbridge Biopharma Plc Sell 100.00% 193,107 0.01
Q3 2021
CHNG - Change Healthcare Inc Reduce 3.71% 1,300 0.00
VOO - Vanguard S&P 500 ETF Reduce 29.61% 3,350 0.04
LUMN - Lumen Technologies Inc. Sell 100.00% 1,425,000 0.62
6683 - General Electric Co Sell 100.00% 1,390,900 0.60
DSSI - Diamond S Shipping Inc Sell 100.00% 1,034,681 0.33
BKNG - Booking Holdings Inc. Sell 100.00% 87,500 0.25
DK - Delek Us Holdings Inc Sell 100.00% 70,000 0.05
KLIC - Kulicke & Soffa Ind. Sell 100.00% 24,000 0.05
NWPX - Northwest Pipe Co Sell 100.00% 43,000 0.04
OGN - Organon & Co. Sell 100.00% 17,290 0.02
Q2 2021
KLIC - Kulicke & Soffa Ind. Reduce 41.46% 17,000 0.03
BKNG - Booking Holdings Inc. Reduce 46.15% 75,000 0.24
AGX - Argan Inc. Reduce 54.17% 32,500 0.06
MCFT - Mastercraft Boat Holdings Inc Reduce 80.52% 1,358,446 1.26
EAF - GrafTech International Ltd. Sell 100.00% 840,123 0.36
MOMO - Momo Inc Sell 100.00% 134,000 0.07
STLA - Stellantis N.V. Sell 100.00% 89,713 0.06
DISCA - Discovery Inc Sell 100.00% 33,000 0.05
MSGS - Madison Square Garden Sports Corp. Sell 100.00% 8,000 0.05
CRHM - Crh Medical Corp Sell 100.00% 270,000 0.04
AT - Atlantic Power Corp Sell 100.00% 250,000 0.03
CCI - Crown Castle International Corp. Sell 100.00% 4,000 0.02
RP - Realpage Inc Sell 100.00% 8,000 0.02
Q1 2021
EAF - GrafTech International Ltd. Reduce 1.47% 12,505 0.01
MU - Micron Technology Inc. Reduce 2.14% 15,000 0.05
MCFT - Mastercraft Boat Holdings Inc Reduce 9.70% 181,320 0.20
KLIC - Kulicke & Soffa Ind. Reduce 32.79% 20,000 0.03
LORL - Loral Space & Com Inc Reduce 34.65% 35,000 0.03
LUMN - Lumen Technologies Inc. Reduce 36.58% 822,100 0.35
SLCA - U S Silica Hldgs Inc Reduce 62.32% 215,000 0.07
TIF - Tiffany & Co Sell 100.00% 18,800 0.11
TAC - TransAlta Corp. Sell 100.00% 215,000 0.07
IRBTQ - Irobot Corp Sell 100.00% 15,000 0.05
RAIL - Freightcar Amer Inc Sell 100.00% 450,000 0.05
CLGX - Corelogic Inc Sell 100.00% 11,200 0.04
FLIR - Flir Sys Inc Sell 100.00% 19,000 0.04
SPHR - Sphere Entertainment Co. Sell 100.00% 8,000 0.04
CRUS - Cirrus Logic Inc. Sell 100.00% 6,400 0.02
LHCG - Lhc Group Inc Sell 100.00% 1,900 0.02
CBMG - Cellular Biomedicine Group Inc Sell 100.00% 8,600 0.01
Q4 2020
LUMN - Lumen Technologies Inc. Reduce 4.75% 112,000 0.06
KKR - KKR & Co. L.P. Reduce 11.11% 5,000 0.01
KLIC - Kulicke & Soffa Ind. Reduce 21.79% 17,000 0.02
NWPX - Northwest Pipe Co Reduce 21.82% 12,000 0.02
DAR - Darling Ingredients Inc. Reduce 22.86% 4,800 0.01
LHCG - Lhc Group Inc Reduce 34.48% 1,000 0.01
FIT - Fitbit Inc Sell 100.00% 2,150,000 0.84
GIL - Gildan Activewear Inc. Sell 100.00% 730,000 0.81
NTES - NetEase.com Inc. Sell 100.00% 14,500 0.37
CETV - Central European Media Enterpr Sell 100.00% 230,860 0.05
CULP - Culp Inc Sell 100.00% 78,000 0.05
GLIBA - Gci Liberty Inc Sell 100.00% 11,000 0.05
OSB - Norbord Inc Sell 100.00% 30,000 0.05
IMMU - Immunomedics Inc Sell 100.00% 8,500 0.04
SAFT - Safety Insurance Group Inc Sell 100.00% 6,600 0.03
ZBRA - Zebra Technologies Corp. Sell 100.00% 1,900 0.03
INWK - Innerworkings Inc Sell 100.00% 130,000 0.02
Q3 2020
ATCO - Atlas Corp Reduce 1.17% 1,172,846 0.56
TSM - Taiwan Semiconductor S.A. Reduce 6.02% 6,000 0.02
NTES - NetEase.com Inc. Reduce 6.45% 1,000 0.03
KKR - KKR & Co. L.P. Reduce 18.18% 10,000 0.02
EPG - El Paso Elec Co Sell 100.00% 16,725 0.07
GTX - Garrett Motion Inc. Sell 100.00% 150,000 0.05
PENN - Penn National Gaming Inc. Sell 100.00% 20,000 0.04
PACB - Pacific Biosciences Calif Inc Sell 100.00% 160,000 0.03
Q2 2020
KKR - KKR & Co. L.P. Reduce 16.67% 11,000 0.02
QSR - Restaurant Brands International Inc. Reduce 22.99% 10,000 0.03
IRBTQ - Irobot Corp Reduce 23.08% 4,500 0.01
PENN - Penn National Gaming Inc. Reduce 56.52% 26,000 0.02
SIX - Six Flags Entmt Corp Sell 100.00% 625,000 0.54
RARX - Ra Pharmaceuticals Inc Sell 100.00% 42,000 0.14
WBC - Wabco Hldgs Inc Sell 100.00% 8,800 0.08
FSCT - Forescout Technologies Inc Sell 100.00% 18,500 0.04
CALY - Callaway Golf Co. Sell 100.00% 47,000 0.03
Q1 2020
DK - Delek Us Hldgs Inc Reduce 20.00% 10,000 0.02
PENN - Penn National Gaming Inc. Reduce 29.23% 19,000 0.02
NWPX - Northwest Pipe Co Reduce 35.29% 30,000 0.05
KLIC - Kulicke & Soffa Ind. Reduce 40.00% 52,000 0.07
JNJ - Johnson & Johnson Reduce 50.00% 73,400 0.53
AGX - Argan Inc. Reduce 50.93% 43,800 0.09
JEG - Jacobs Engr Group Inc Reduce 65.63% 21,000 0.09
SSW - Seaspan Corp Sell 100.00% 77,155,000 53.90
SBNY - Signature Bk New York N Y Sell 100.00% 25,400 0.17
SLCA - U S Silica Hldgs Inc Sell 100.00% 215,000 0.07
AP - Ampco-Pittsburgh Corp Sell 100.00% 254,119 0.04
MDR - Mcdermott Intl Inc Sell 100.00% 655,400 0.02
Q4 2019
AP - Ampco-Pittsburgh Corp Reduce 2.26% 5,881 0.00
NWPX - Northwest Pipe Co Reduce 37.04% 50,000 0.09
ONCE - Spark Therapeutics Inc Sell 100.00% 67,400 0.39
ICD - Independence Contract Dril I Sell 100.00% 800,000 0.06
QTRHF - Quarterhill Inc Sell 100.00% 800,000 0.06
DESTQ - Destination Maternity Corp Sell 100.00% 38,085 0.00
Q3 2019
JEG - Jacobs Engr Group Inc Reduce 31.91% 15,000 0.07
CRAY - Cray Inc Sell 100.00% 170,000 0.33
RHT - Red Hat Inc Sell 100.00% 10,200 0.11
AR2 - Array Biopharma Inc Sell 100.00% 27,500 0.07
LRN - Stride Inc. Sell 100.00% 33,133 0.06
Q2 2019
CELG - Celgene Corp Sell 100.00% 14,500 0.07
IDTI - Integrated Device Technology Sell 100.00% 27,000 0.07
STMP - Stamps Com Inc Sell 100.00% 10,800 0.05
Q1 2019
SBNY - Signature Bk New York N Y Reduce 11.81% 3,400 0.03
AGX - Argan Inc. Reduce 14.00% 14,000 0.04
NWPX - Northwest Pipe Co Reduce 15.63% 25,000 0.05
JEG - Jacobs Engr Group Inc Reduce 16.07% 9,000 0.04
HP - Helmerich & Payne Reduce 58.90% 202,600 0.77
PKX - Posco Sell 100.00% 189,000 0.82
BMS - Bemis Inc Sell 100.00% 26,500 0.10
SHPG - Shire Plc Sell 100.00% 7,400 0.10
Q4 2018
CRAY - Cray Inc Reduce 22.73% 50,000 0.06
CRRTQ - Carbo Ceramics Inc Sell 100.00% 330,000 0.14
FLR - Fluor Corp. Sell 100.00% 35,000 0.12
EVHC - Envision Healthcare Corp Sell 100.00% 42,000 0.11
SSYS - Stratasys Ltd Sell 100.00% 80,000 0.11
CALL - Magicjack Vocaltec Ltd Sell 100.00% 170,713 0.08
COL - Rockwell Collins Inc Sell 100.00% 7,500 0.06
RSYS - Radisys Corp Sell 100.00% 65,000 0.01
Q3 2018
DESTQ - Destination Maternity Corp Reduce 45.59% 31,915 0.01
IBM - International Business Machines Corp. Sell 100.00% 265,700 2.98
IRBTQ - Irobot Corp Sell 100.00% 15,000 0.09
Q2 2018
JNJ - Johnson & Johnson Reduce 1.24% 1,850 0.02
CRAY - Cray Inc Reduce 8.33% 20,000 0.03
NWPX - Northwest Pipe Co Reduce 11.11% 20,000 0.03
SSYS - Stratasys Ltd Reduce 20.00% 20,000 0.03
USG - U S G Corp Sell 100.00% 1,530,522 4.62
IPI - Intrepid Potash, Inc. Sell 100.00% 16,666,667 4.52
CBI - Chicago Bridge & Iron Co NV Sell 100.00% 850,000 0.91
RPXC - Rpx Corp Sell 100.00% 440,000 0.35
PGHEF - Pengrowth Energy Corp Sell 100.00% 3,200,000 0.15
WFC - Wells Fargo Sell 100.00% 35,800 0.14
BRK.B - Berkshire Hathaway CL B Sell 100.00% 6,000 0.09
USB - U.S. Bancorp Sell 100.00% 23,200 0.09
WGL - Wgl Hldgs Inc Sell 100.00% 14,000 0.09
SCG - Scana Corp Sell 100.00% 30,000 0.08
MOO - Monsanto Co New Sell 100.00% 6,200 0.05
Q1 2018
PKX - Posco Reduce 1.50% 2,879 0.02
HP - Helmerich & Payne Reduce 1.71% 5,974 0.03
JNJ - Johnson & Johnson Reduce 1.72% 2,600 0.03
CRAY - Cray Inc Reduce 4.00% 10,000 0.02
SBNY - Signature Bk New York N Y Reduce 6.67% 1,000 0.01
WFC - Wells Fargo Reduce 21.83% 10,000 0.04
BRK.B - Berkshire Hathaway CL B Reduce 25.00% 2,000 0.03
BRK.A - Berkshire Hathaway CL A Reduce 85.71% 6 0.13
PFE - Pfizer Inc. Sell 100.00% 210,000 0.54
TRQ - Turquoise Hill Res Ltd Sell 100.00% 1,150,400 0.28
MYRG - MYR Group Inc. Sell 100.00% 80,000 0.20
CDEV - Centennial Resource Dev Inc Sell 100.00% 80,000 0.11
CSX - CSX Corp. Sell 100.00% 15,000 0.06
CSL - Carlisle Companies Sell 100.00% 1,900 0.02
GD - General Dynamics Sell 100.00% 1,500 0.02
NOV - Nov Inc. Sell 100.00% 6,400 0.02
TMO - Thermo Fisher Scientific Sell 100.00% 1,344 0.02
ESV - Ensco Plc Sell 100.00% 14,080 0.01
Q4 2017
IBM - International Business Machines Corp. Reduce 5.51% 15,500 0.18
WFC - Wells Fargo Reduce 17.92% 10,000 0.04
BRK.B - Berkshire Hathaway CL B Reduce 42.86% 6,000 0.09
ALR - Alere Inc Sell 100.00% 365,000 1.53
EXR2 - Exco Resources Inc Sell 100.00% 3,493,258 0.38
GLBL - Terraform Global Inc Sell 100.00% 300,000 0.12
KITE - Kite Pharma Inc Sell 100.00% 6,100 0.09
RYAM - Rayonier Advanced Matls Inc Sell 100.00% 35,000 0.04
ARCH - Arch Coal Inc Sell 100.00% 3,045 0.02
SHW - Sherwin-Williams Sell 100.00% 683 0.02
SRCL - Stericycle Inc Sell 100.00% 2,800 0.02
Q3 2017
IBM - International Business Machines Corp. Reduce 57.52% 380,700 5.23
USB - U.S. Bancorp Reduce 94.31% 384,800 1.78
Q2 2017
WFC - Wells Fargo Reduce 6.69% 4,000 0.02
IBM - International Business Machines Corp. Reduce 51.40% 700,000 9.91
XCO - Exco Resources Inc Sell 100.00% 27,538,912 1.39
VAP - Valspar Corp Sell 100.00% 6,200 0.06
CSL - Carlisle Companies Sell 100.00% 1,900 0.02
Q1 2017
WFC - Wells Fargo Reduce 9.12% 6,000 0.03
BRK.B - Berkshire Hathaway CL B Reduce 12.50% 2,000 0.03
BBBY - Overstock.com Inc Sell 100.00% 3,184,677 4.80
BL1B - Baldwin & Lyons Inc Sell 100.00% 377,524 0.82
TMH - Team Health Holdings Inc Sell 100.00% 6,000 0.02
Q4 2016
IBM - International Business Machines Corp. Reduce 0.04% 600 0.01
WFC - Wells Fargo Reduce 5.05% 3,500 0.01
BRK.B - Berkshire Hathaway CL B Reduce 17.95% 3,500 0.05
RYAM - Rayonier Advanced Matls Inc Reduce 50.00% 35,000 0.04
BL1B - Baldwin & Lyons Inc Reduce 61.07% 592,351 1.37
LXK - Lexmark Intl Inc Sell 100.00% 16,200 0.06
VA - Virgin Amer Inc Sell 100.00% 11,000 0.05
CVT - Cvent Inc Sell 100.00% 14,500 0.04
CSX - CSX Corp. Sell 100.00% 9,800 0.03
Q2 2016
BCE - Bce Inc Sell 100.00% 268,300 1.10
IBN - ICICI Bank Ltd. Sell 100.00% 1,500,000 0.96
E1OA - Eros Intl Plc Sell 100.00% 116,200 0.12
ADT - ADT Inc. Sell 100.00% 12,500 0.05
CNL - Cleco Corp Sell 100.00% 9,200 0.05
HOT - Starwood Hotels & Resorts Wrld Sell 100.00% 6,700 0.05
Q1 2016
BRK.B - Berkshire Hathaway CL B Reduce 4.88% 1,000 0.01
E1OA - Eros Intl Plc Reduce 41.90% 83,800 0.06
SLH - Solera Holdings Inc Sell 100.00% 22,800 0.10
PCP - Precision Castparts Corp Sell 100.00% 4,300 0.08
OVTI - Omnivision Technologies Inc Sell 100.00% 28,500 0.07
RLD - Reald Inc Sell 100.00% 46,100 0.04
GD - General Dynamics Sell 100.00% 1,500 0.02
ATW - Atwood Oceanics Inc Sell 100.00% 10,600 0.01
UPLMQ - Ultra Petroleum Corp Sell 100.00% 58,200 0.01
DXMMQ - Dex Media Inc New Sell 100.00% 159,198 0.00
Q4 2015
IBM - International Business Machines Corp. Reduce 0.04% 600 0.01
BRK.B - Berkshire Hathaway CL B Reduce 4.65% 1,000 0.01
PFE - Pfizer Inc. Reduce 10.64% 25,000 0.07
LMNS - Lumenis Ltd Sell 100.00% 100,000 0.13
ALR - Altera Corp Sell 100.00% 20,000 0.09
C - Citigroup Inc. Sell 100.00% 20,000 0.09
NYT - New York Times CL A Sell 100.00% 70,000 0.08
HOLX - Hologic, Inc. Sell 100.00% 20,000 0.07
NYCBN - New York Community Bancorp Inc Sell 100.00% 40,000 0.07
BP - BP plc Sell 100.00% 21,000 0.06
MBI - MBIA Inc. Sell 100.00% 105,000 0.06
MRK - Merck & Co. Sell 100.00% 12,000 0.06
YDLE - Yodlee Inc Sell 100.00% 30,000 0.05
PTEN - Patterson-UTI Energy Inc. Sell 100.00% 25,000 0.03
STL - Sterling Bancorp Del Sell 100.00% 25,000 0.03
CSX - CSX Corp. Sell 100.00% 7,600 0.02
NTPIF - Nam Tai Property Inc Sell 100.00% 35,000 0.02
Q3 2015
KW - Kennedy-Wilson Holdings Inc. Reduce 0.00% 7 0.00
PPO - Polypore International Inc Sell 100.00% 34,000 0.15
CTRX - Catamaran Corp Sell 100.00% 16,500 0.08
WEN - Wendy's Co. Sell 100.00% 53,200 0.05
ADVS - Advent Software Inc Sell 100.00% 11,200 0.04
SQ7N - Biglari Holdings Inc Sell 100.00% 1,200 0.04
DRC - Dresser-Rand Group Inc Sell 100.00% 4,000 0.03
GKNT - Geeknet Inc Sell 100.00% 22,100 0.03
NEU - Newmarket Corp Sell 100.00% 750 0.03
ORI - Old Republic International Sell 100.00% 25,000 0.03
PCP - Precision Castparts Corp Sell 100.00% 2,000 0.03
ATW - Atwood Oceanics Inc Sell 100.00% 8,000 0.02
Q2 2015
ORI - Old Republic International Reduce 44.44% 20,000 0.02
DRC - Dresser-Rand Group Inc Reduce 75.31% 12,200 0.08
TLM - Talisman Energy Inc Sell 100.00% 58,500 0.03
TRQ - Turquoise Hill Resources Ltd Sell 100.00% 50,500 0.01
Q1 2015
BRK.B - Berkshire Hathaway CL B Reduce 12.24% 3,000 0.03
USG - U S G Corp Reduce 23.36% 10,000 0.02
CRESY - Cresud S A C I F Y A Sell 100.00% 723,012 0.50
CBST - Cubist Pharmaceuticals Inc Sell 100.00% 20,200 0.14
NAVI - Navient Corporation Sell 100.00% 15,000 0.02
SLM - SLM Corp. Sell 100.00% 15,000 0.01
Q4 2014
USB - U.S. Bancorp Reduce 22.67% 6,800 0.02
GD - General Dynamics Reduce 31.82% 700 0.01
BYI - Bally Technologies Inc Sell 100.00% 21,400 0.13
Q3 2014
JNJ - Johnson & Johnson Reduce 2.18% 1,850 0.02
IDIX - Idenix Pharmaceuticals Inc Sell 100.00% 50,400 0.10
QCOR - Questcor Pharmaceuticals Sell 100.00% 6,500 0.05
SUSS - Susser Hldgs Corp Sell 100.00% 6,400 0.04
Q2 2014
PTEN - Patterson-UTI Energy Inc. Reduce 29.41% 5,000 0.01
SPLP - Steel Partners Holdings Sell 100.00% 30,000 0.04
APF - Morgan Stanley Sell 100.00% 24,500 0.03
CTB - Cooper Tire & Rubber Co. Sell 100.00% 16,400 0.03
NTE-W - Nam Tai Electrs Inc Sell 100.00% 35,000 0.02
Q1 2014
BB - BlackBerry Ltd. Reduce 10.03% 5,200,000 3.53
PTEN - Patterson-UTI Energy Inc. Reduce 10.53% 2,000 0.00
CTB - Cooper Tire & Rubber Co. Reduce 27.11% 6,100 0.01
EVAC - Edwards Group Ltd Sell 100.00% 48,500 0.05
VPHM - Viropharma Inc Sell 100.00% 10,000 0.05
6684 - Hewlett-Pack Co Sell 100.00% 9,400 0.02
Q4 2013
CTB - Cooper Tire & Rubber Co. Reduce 67.63% 47,000 0.11
JNJ - Johnson & Johnson Reduce 97.12% 2,857,041 19.03
DLCA - Dell Inc Sell 100.00% 520,000 0.55
RUE - Rue21 Inc Sell 100.00% 21,000 0.07
ONXX - Onyx Pharmaceuticals Inc Sell 100.00% 4,500 0.04
SPRD - Spreadtrum Communications Inc Sell 100.00% 16,500 0.04
PVD - Provident New York Bancorp Sell 100.00% 25,000 0.02
Q3 2013
SLM - SLM Corp. Reduce 25.00% 5,000 0.01
JNJ - Johnson & Johnson Reduce 50.27% 2,974,059 11.45
DLCA - Dell Inc Reduce 94.21% 8,456,589 5.05
WFC - Wells Fargo Reduce 94.76% 1,254,363 2.32
USB - U.S. Bancorp Reduce 98.97% 2,879,279 4.67
RIIG - Research In Motion Ltd. Sell 100.00% 51,854,700 24.29
LVLT - Level 3 Communications Inc Sell 100.00% 12,071,803 11.42
WMT - Walmart Inc. Sell 100.00% 220,000 0.74
73HK - Ryanair Hldgs Plc Sell 100.00% 189,900 0.44
6684 - Hewlett-Pack Co Sell 100.00% 9,400 0.01
XC8 - Cfs Bancorp Inc. Sell 100.00% 10,000 0.00
Q2 2013
JNJ - Johnson & Johnson Reduce 0.43% 25,800 0.09
BBBY - Overstock.com Inc Reduce 6.02% 204,097 0.10
LVLT - Level 3 Communications Inc Reduce 6.65% 859,291 0.72
SLM - SLM Corp. Reduce 20.00% 5,000 0.00
6684 - Hewlett-Pack Co Reduce 53.92% 11,000 0.01
UPLMQ - Ultra Petroleum Corp Reduce 59.88% 20,000 0.02
NVDQ - Novadaq Technologies Inc Sell 100.00% 2,358,487 0.97
ISNA - Supermedia Inc Sell 100.00% 362,974 0.06
HOGS - Zhongpin Inc Sell 100.00% 37,500 0.02
BMY - Bristol-Myers Squibb Sell 100.00% 7,000 0.01
Q1 2013
USB - U.S. Bancorp Reduce 6.33% 196,600 0.29
WFC - Wells Fargo Reduce 24.26% 424,024 0.68
NXY - Nexen Inc Sell 100.00% 77,500 0.10
TEA - Teavana Hldgs Inc Sell 100.00% 53,100 0.04
AUQ - Aurico Gold Inc Sell 100.00% 23,600 0.01
Q4 2012
JNJ - Johnson & Johnson Reduce 0.10% 5,700 0.02
USB - U.S. Bancorp Reduce 0.22% 6,700 0.01
WFC - Wells Fargo Reduce 0.40% 7,000 0.01
FSIN - Fushi Copperweld Inc Sell 100.00% 87,000 0.05
MHK - Mohawk Industries Sell 100.00% 5,800 0.03
BRO - Brown & Brown Inc. Sell 100.00% 12,000 0.02
NEU - Newmarket Corp Sell 100.00% 1,000 0.01
Q3 2012
USB - U.S. Bancorp Reduce 30.03% 1,335,731 2.52
WFC - Wells Fargo Reduce 40.65% 1,201,973 2.36
USG - USG Corp Reduce 99.37% 6,751,200 7.55
I7M - Integramed America, Inc. Sell 100.00% 33,000 0.03
JAKK - Jakks Pacific Inc. Sell 100.00% 10,301 0.01
TWN - Taiwan Fund Inc. Sell 100.00% 11,438 0.01
Q2 2012
CRESY - Cresud S A C I F Y A Reduce 13.52% 112,996 0.08
BMY - Bristol-Myers Squibb Reduce 30.00% 3,000 0.01
NEU - Newmarket Corp Reduce 50.00% 1,000 0.01
MT8 - Motorola Mobility Hldgs Inc Sell 100.00% 15,000 0.03
PPPMF - Primero Mining Corp Sell 100.00% 230,000 0.03
Q1 2012
LVLT - Level 3 Communications Inc Reduce 0.00% 48 0.00
DLCA - Dell Inc Reduce 1.92% 175,900 0.19
73HK - Ryanair Hldgs Plc Reduce 2.16% 4,200 0.01
CRESY - Cresud S A C I F Y A Reduce 5.64% 50,000 0.04
WFC - Wells Fargo Reduce 34.46% 1,554,870 3.16
MT8 - Motorola Mobility Hldgs Inc Reduce 37.50% 9,000 0.03
BRK.A - Berkshire Hathaway CL A Reduce 99.13% 681 0.05
1664784D - Pharmasset Inc.............. Sell 100.00% 14,800 0.14
Q4 2011
NEU - Newmarket Corp............. Reduce 20.00% 500 0.00
MT8 - Motorola Mobility Hldgs Inc........ Reduce 36.00% 13,500 0.03
DLCA - Dell Inc........... Reduce 59.67% 13,541,000 12.35
LVLT - Level 3 Communications Inc.............. Reduce 93.33% 181,035,277 17.39
BRK.B - Berkshire Hathaway CL B Sell 100.00% 10,500 0.05
CNU - Continucare Corp............. Sell 100.00% 61,100 0.03
FPFCQ - First Place Financial/Ohio... Sell 100.00% 10,000 0.00
Q3 2011
BRK.A - Berkshire Hathaway CL A Reduce 7.76% 54 0.00
NEU - Newmarket Corp............. Reduce 37.50% 1,500 0.01
KFT - Hldgs Inc Kraft Foods Inc Sell 100.00% 5,365,751 9.58
Q2 2011
LVLT - Level 3 Reduce 0.65% 900,000 0.07
CRESY - Cresud S A C I F Y A Reduce 0.75% 6,700 0.01
C - Citigroup Inc. Reduce 90.00% 90,000 0.02
ICO - International Coal Grp Inc New Sell 100.00% 22,577,788 13.36
STEI - Stewart Enterprises Inc Sell 100.00% 1,136,546 0.46
Q1 2011
DLCA - Dell Inc Reduce 0.04% 8,900 0.01
CRESY - Cresud S A C I F Y A Reduce 15.92% 169,082 0.17
JNJ - Johnson & Johnson Reduce 24.69% 1,700,000 5.57
STEI - Stewart Enterprises Inc Reduce 72.16% 2,946,000 1.05
Q4 2010
DLCA - Dell Inc Reduce 0.50% 115,000 0.08
WFC - Wells Fargo Reduce 0.64% 29,000 0.04
PFE - Pfizer Inc. Reduce 6.49% 16,300 0.02
CRESY - Cresud S A C I F Y A Reduce 49.01% 1,020,551 0.89
ICO - International Coal Grp Inc New Reduce 50.00% 22,577,800 6.54
4G5B - Glg Partners Inc. Sell 100.00% 244,200 0.06
Q3 2010
USG - Usg Corp Reduce 7.14% 522,500 0.29
KFT - Kraft Foods Inc Reduce 47.13% 4,784,120 6.14
USB - U.S. Bancorp Reduce 60.66% 6,858,490 7.03
WFC - Wells Fargo Reduce 67.74% 9,533,570 11.18
EG - Everest Group Ltd Sell 100.00% 65,000 0.21
ED - Consolidated Edison Inc Sell 100.00% 60,000 0.12
SO - Southern Co Sell 100.00% 80,000 0.12
D - Dominion Energy Inc. Sell 100.00% 60,000 0.11
DUKG - Duke Energy Corp New Sell 100.00% 150,000 0.11
PCG - PG&E Corp. Sell 100.00% 50,000 0.09
PEG - Public Serv. Enterprise Inc. Sell 100.00% 60,000 0.09
PPL - Ppl Corp Sell 100.00% 60,000 0.07
SRE - Sempra Energy Sell 100.00% 30,000 0.06
XEL - Xcel Energy Inc. Sell 100.00% 60,000 0.06
SYBG - Sybase, Inc. Sell 100.00% 16,000 0.05
1556464D - Wesco Financial Corp Sell 100.00% 1,100 0.02
FCTY - 1st Century Bancshares Inc Sell 100.00% 73,652 0.01
Q2 2010
DLCA - Dell Inc Reduce 1.30% 300,000 0.15
6683 - General Electric Co Sell 100.00% 20,007,770 10.80
ZNT - Zenith Natl Ins Corp Sell 100.00% 3,118,441 3.96
8138927Q - 3com Corporation Sell 100.00% 783,000 0.20
IAX - International Absorbents Inc Sell 100.00% 43,555 0.01
MGA - Magna International Inc. Sell 100.00% 5,000 0.01
Q1 2010
USB - U.S. Bancorp Reduce 28.70% 4,550,600 2.95
WFC - Wells Fargo Reduce 29.78% 5,969,600 4.64
6683 - General Electric Co Reduce 31.52% 9,210,000 3.70
DLCA - Dell Inc Reduce 33.50% 11,646,100 4.82
MGA - Magna International Inc. Reduce 99.90% 4,793,976 7.00
JAVA - Sun Micro Systems Inc Sell 100.00% 100,000 0.03
BNI - Burlington Northn SAnta Fe Cp Sell 100.00% 4,000 0.01
BRYG - Berkshire Hathaway Inc. Sell 100.00% 120 0.01
Q4 2009
73HK - Ryanair Hldgs Plc Reduce 0.05% 100 0.00
USB - U.S. Bancorp Reduce 0.09% 13,500 0.00
MGA - Magna International Inc. Reduce 9.23% 488,100 0.32
BRK.A - Berkshire Hathaway CL A Reduce 99.01% 400 0.01
BNI - Burlington Northn SAnta Fe Cp Reduce 99.81% 2,084,000 2.57
ORH - Odyssey Re Holdings Corp Sell 100.00% 42,399,400 42.47
INTC - Intel Corp. Sell 100.00% 5,716,000 1.73
VIAB - Viacom Inc - Cl. B Sell 100.00% 400,000 0.17
MRKC - Merck & Co. Inc. Sell 100.00% 8,000 0.00
ODP - Office Depot Inc Sell 100.00% 27,800 0.00
Q3 2009
MGA - Magna International Inc. Reduce 2.27% 122,700 0.32
INTC - Intel Corp. Reduce 18.03% 1,257,000 1.30
BCE - Bce Inc. Reduce 91.55% 2,905,100 3.75
AAGBP - Alcoa Inc Sell 100.00% 9,068,567 5.86
KG - King Pharmaceuticals Inc Sell 100.00% 8,317,500 5.01
MEOH - Methanex Corp. Sell 100.00% 300,000 0.23
Q2 2009
BCE - Bce Inc. Reduce 0.21% 6,600 0.00
PFE - Pfizer Inc. Reduce 98.52% 16,073,400 5.23
ORH - Odyssey Re Holdings Corp Sell 100.00% 42,399,400 38.44
WFC - Wells Fargo Sell 100.00% 20,028,700 6.82
USB - U.S. Bancorp Sell 100.00% 15,837,500 5.53
DLCA - Dell Inc Sell 100.00% 23,860,300 5.39
LVLT - Level 3 Communications Inc Sell 100.00% 139,276,421 3.06
6683 - General Electric Co Sell 100.00% 10,222,000 2.47
ICO - International Coal Grp Inc New Sell 100.00% 36,539,400 1.41
AP47 - Glaxosmithkline Plc Sell 100.00% 18,800 0.01
SNY - Sanofi Aventis Sell 100.00% 11,400 0.01
IDT/C - Idt Corp Sell 100.00% 15,000 0.00
Q1 2009
PFE - Pfizer Inc. Reduce 9.02% 1,617,400 0.58
KFT - Kraft Foods Inc Reduce 9.13% 1,000,000 0.55
DLCA - Dell Inc Reduce 10.11% 2,684,600 0.56
KG - King Pharmaceuticals Inc Reduce 10.45% 971,100 0.21
JNJ - Johnson & Johnson Reduce 10.50% 807,500 0.98
6683 - General Electric Co Reduce 15.42% 1,863,000 0.61
INTC - Intel Corp. Reduce 56.42% 9,027,000 2.69
PGR - Progressive Corp. Sell 100.00% 2,881,400 0.87
ABT - Abbott Labs Sell 100.00% 45,000 0.05
AZN - AstraZeneca PLC Sell 100.00% 6,350 0.01
MHK - Mohawk Industries Sell 100.00% 5,800 0.01
IDCG - Idt Corp Sell 100.00% 15,000 0.00
Q4 2008
WMT - Walmart Inc. Reduce 2.96% 6,700 0.02
KG - King Pharmaceuticals Inc Reduce 8.20% 830,000 0.36
AP47 - Glaxosmithkline Plc Sell 100.00% 18,800 0.04
SNY - Sanofi Aventis Sell 100.00% 11,400 0.02
NEU - Newmarket Corp Sell 100.00% 4,000 0.01
Q3 2008
KG - King Pharmaceuticals Inc Reduce 0.16% 16,400 0.00
STEI - Stewart Enterprises Inc Reduce 1.09% 45,000 0.01
BRK.A - Berkshire Hathaway CL A Reduce 99.17% 478 0.01
LVLT - Level 3 Communications Inc Sell 100.00% 116,700,000 9.71
CZN - Citizens Communications Co Sell 100.00% 18,620,000 5.95
Q2 2008
USB - U.S. Bancorp Sell 100.00% 6,800 0.01
Q4 2007
BRK.A - Berkshire Hathaway CL A Reduce 99.16% 470 0.02
MRSH - Marsh Sell 100.00% 2,403,100 2.02
DJ - Dow Jones & Co Inc Sell 100.00% 1,000,000 1.97
EMN - Eastman Chemical Sell 100.00% 50,000 0.11
BRYG - Berkshire Hathaway Inc Del Sell 100.00% 100 0.01
Q3 2007
MRSH - Marsh Reduce 26.20% 853,200 1.17
ABT - Abbott Labs Reduce 95.69% 1,000,000 2.37
TCADR - Telecom Corp New Zealand Ltd Sell 100.00% 762,840 0.94
ANAT - American Natl Ins Co Sell 100.00% 1,500 0.01
NYM - Nymagic Inc Sell 100.00% 7,000 0.01