FAIRFAX FINANCIAL HOLDINGS LTD/ CAN

CIK: 0000915191Latest portfolio: $2.1B · Q4 2025

Holdings

29

Total Value

$2.1B

New Positions

3

Closed Positions

3

#StockSharesValue% PortfolioChangeType
1
OLAORLA MINING LTD
31,817,229$423.6M20.33%-25,000,000
2
OXYOCCIDENTAL PETROLEUM CORP
6,050,418$248.7M11.94%
3
CVSCVS HEALTH CORP
2,712,000$215.2M10.33%
4
UAAUNDER ARMOUR INC
41,958,923$208.5M10.01%+35.6M
5
CLFCLEVELAND-CLIFFS INC
14,899,273$197.7M9.49%
6
BBBLACKBERRY LTD
34,980,220$132.2M6.35%-415,100
7
KWKENNEDY-WILSON HOLDINGS INC
13,322,009$128.8M6.18%
8
KHCKRAFT HEINZ CO
5,119,000$124.1M5.96%
9
ATSATS CORP
2,486,400$68.3M3.28%
10
TAPMOLSON COORS BEVERAGE CO
1,338,500$62.5M3.00%+48K
11
UAUNDER ARMOUR INC
9,457,355$45.4M2.18%NEW
12
VOOVANGUARD INDEX FUNDS
58,248$36.5M1.75%
13
HPHELMERICH & PAYNE INC
1,174,105$33.7M1.62%
14
GMGENERAL MOTORS CO
375,965$30.6M1.47%
15
TSMTAIWAN SEMICONDUCTOR MFG LTD
93,700$28.5M1.37%
16
BNSBANK OF NOVA SCOTIA
359,100$26.5M1.27%
17
PFEPFIZER INC
890,900$22.2M1.06%
18
MRKMERCK & CO INC
172,900$18.2M0.87%
19
JNJJOHNSON & JOHNSON
73,400$15.2M0.73%
20
GTXGARRETT MOTION INC
260,460$4.5M0.22%-41,400
21
CIGICOLLIERS INTL GROUP INC
22,000$3.2M0.15%
22
LULULULULEMON ATHLETICA INC
12,500$2.6M0.12%-12,500
23
CNRCANADIAN NATIONAL RAILWAY CO
19,800$2.0M0.09%NEW
24
CPRICAPRI HOLDINGS LTD
78,100$1.9M0.09%
25
PENNPENN ENTERTAINMENT INC
54,900$809K0.04%

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
TAP1.3M+48K

Decreased Positions

NameSharesChange
OLA31.8M-25000000
BB35.0M-415100
GTX260K-41400
LULU13K-12500
UAA42.0M35.6M

Sector Breakdown

Consumer Cyclical0.0% ($2.0853545395305772e+21T)
Healthcare0.0% ($215197221831.8T)
Technology0.0% ($13222528.5T)
Energy0.0% ($248732.3T)
Unknown0.0% ($423.6T)
Consumer Defensive0.0% ($12.4T)
Financial Services0.0% ($3.7T)
Real Estate0.0% ($1.3T)
Basic Materials0.0% ($197.7M)
Industrials0.0% ($68.3M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$2.1B29
Q3 2025Nov 14, 2025$2.1T29
Q2 2025Aug 14, 2025$1.9T0
Q1 2025May 15, 2025$1.8T29
Q4 2024Feb 14, 2025$1.6T31
Q3 2024Nov 14, 2024$1099.5T31
Q2 2024Aug 14, 2024$1182.9T38
Q1 2024May 15, 2024$1228.6T42
Q4 2023Feb 14, 2024$1469.3T57
Q3 2023Nov 14, 2023$1864.2T61
Q2 2023Aug 14, 2023$1882.2T61
Q1 2023May 15, 2023$1751.7T67
Q4 2022Feb 14, 2023$4021.0T75
Q3 2022Nov 14, 2022$3.9T73
Q2 2022Aug 15, 2022$2.8T70
Q1 2022May 16, 2022$3.0T66
Q4 2021Feb 14, 2022$3.1T63
Q3 2021Nov 15, 2021$2.8T61
Q2 2021Aug 16, 2021$3.1T59
Q1 2021May 14, 2021$2.9T57
Q4 2020Feb 12, 2021$2.2T59
Q3 2020Nov 13, 2020$1.8T60
Q2 2020Aug 14, 2020$1.6T59
Q1 2020May 15, 2020$1.4T56
Q4 2019Feb 14, 2020$2.5T42
Q3 2019Nov 14, 2019$2.2T33
Q2 2019Aug 14, 2019$2.3T35
Q1 2019May 15, 2019$2.4T36
Q4 2018Feb 14, 2019$1.8T34
Q3 2018Nov 14, 2018$2.4T34
Q2 2018Aug 14, 2018$1.8T34
Q1 2018May 15, 2018$2.0T39
Q4 2017Feb 14, 2018$1.4T44
Q3 2017Nov 14, 2017$1.2T48
Q2 2017Aug 11, 2017$1.1T29
Q1 2017May 12, 2017$1.2T31
Q4 2016Feb 13, 2017$1.2T29
Q3 2016Nov 10, 2016$1.1T29
Q2 2016Aug 12, 2016$1.5T28
Q1 2016May 13, 2016$1.7T30

Fund Information

CIK0000915191
Most Recent FilingFeb 17, 2026
Number of Filings40

FAIRFAX FINANCIAL HOLDINGS LTD/ CAN is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.1B across 29 holdings. The largest position is ORLA MINING LTD (OLA), representing 20.3% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.