FRFHF - Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q3 2018 Update
This article is part of a series that provides an ongoing analysis of the changes made to Prem Watsa's 13F portfolio on a quarterly basis. It is based on Watsa's regulatory 13F Form filed on 11/14/2018. Please visit our Tracking Prem Watsa's Fairfax Financial Holdings Portfolio series to get an idea of his investment philosophy and our previous update for the fund's moves during Q2 2018.
This quarter, Watsa's 13F portfolio value increased ~26% from $1.84B to $2.37B. There are 34 securities in the portfolio, but it is concentrated among a few large stakes. The