Filing analysis
Fairfax Financial
13F-HR · period Q2 2025 · filed Aug 14, 2025
$1.87BReported 13F value
28Positions
2Other managers included
+2New
5Increased
2Reduced
−3Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| VOO Vanguard S&P 500 ETF | $41.40M | 2.2% |
| PENN PENN Entertainment, Inc. | $981,063 | 0.1% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| OXY Occidental Petroleum… | ▲ Add | +0.5% | $254.12M |
| KHC The Kraft Heinz Company | ▲ Add | +45.4% | $126.06M |
| TAP Molson Coors Beverage Company | ▲ Add | +1.0% | $58.60M |
| BB BlackBerry Limited | ▼ Trim | -12.7% | $186.79M |
| HP Helmerich & Payne, Inc. | ▲ Add | +25.8% | $14.77M |
| TSM Taiwan Semiconductor… | ▼ Trim | -33.9% | $21.21M |
| LWAY | ▲ Add | +82.1% | $779,384 |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.