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 02/14/2020. 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 Q3 2019.
This quarter, Watsa’s 13F portfolio value increased ~17% from $2.17B to $2.54B. There are 42 securities in the portfolio, but it is concentrated among a few large stakes. The