Fairfax Financial Top Holdings and 13F Report (2026) About Fairfax FinancialFairfax Financial OTCMKTS: FRFHF has filed 13-F forms with the SEC as an investor. Fairfax Financial is itself a publicly traded company. Fairfax Financial Holdings Limited, through its subsidiaries, provides property and casualty insurance and reinsurance, and investment management services in the United States, Canada, Asia, and internationally. For more information on Fairfax Financial stock, visit the Fairfax Financial stock profile here.Investment ActivityFairfax Financial has $1.94 billion in total holdings as of March 31, 2026.Fairfax Financial owns shares of 29 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.90% of the portfolio was purchased this quarter.About 14.75% of the portfolio was sold this quarter.This quarter, Fairfax Financial has purchased 29 new stocks and bought additional shares in 8 stocks.Fairfax Financial sold shares of 1 stock and completely divested from 2 stocks this quarter.Largest Holdings Orla Mining $501,579,333Under Armour $253,705,145CVS Health $194,775,840Kennedy-Wilson $144,277,357Under Armour $126,934,969 Largest New Holdings this Quarter 95058W100 - Wendy's $22,751,558 Holding934423104 - Warner Bros. Discovery $1,588,776 Holding Largest Purchases this Quarter Under Armour 12,541,773 shares (about $72.37M)Wendy's 3,268,902 shares (about $22.75M)Under Armour 1,041,949 shares (about $6.15M)Molson Coors Beverage 100,000 shares (about $4.31M)Kraft Heinz 149,200 shares (about $3.35M) Largest Sales this Quarter GARRETT MOTION INC 76,000 shares (about $1.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFairfax Financial Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorORLAOrla Mining$501,579,3330.0%31,817,22925.8%Basic MaterialsUAAUnder Armour$253,705,145$6,147,499 â–²2.5%43,000,87213.1%Consumer DiscretionaryCVSCVS Health$194,775,8400.0%2,712,00010.0%MedicalKWKennedy-Wilson$144,277,3570.0%13,322,0097.4%FinanceUAUnder Armour$126,934,969$72,366,030 â–²132.6%21,999,1286.5%Consumer DiscretionaryCLFCleveland-Cliffs$125,749,8640.0%14,899,2736.5%Basic MaterialsKHCKraft Heinz$118,429,136$3,354,016 â–²2.9%5,268,2006.1%Consumer StaplesBBBlackBerry$113,335,9130.0%34,980,2205.8%Computer and TechnologyATSATS$69,352,9870.0%2,486,4003.6%IndustrialsTAPMolson Coors Beverage$61,941,810$4,306,000 â–²7.5%1,438,5003.2%Consumer StaplesHPHelmerich & Payne$42,303,0030.0%1,174,1052.2%EnergyTSMTaiwan Semiconductor Manufacturing$31,679,9700.0%93,7001.6%Computer and TechnologyGMGeneral Motors$28,009,3920.0%375,9651.4%Auto/Tires/TrucksPFEPfizer$27,814,563$2,807,000 â–²11.2%990,9001.4%MedicalBNSBank of Nova Scotia$24,822,0570.0%359,1001.3%FinanceWENWendy's$22,751,558$22,751,558 â–²New Holding3,268,9021.2%Retail/WholesaleMRKMerck & Co., Inc.$20,799,8700.0%172,9001.1%MedicalJNJJohnson & Johnson$17,937,4920.0%73,4000.9%MedicalGARRETT MOTION INC$3,351,638$1,380,920 â–¼-29.2%184,4600.2%COMCIGIColliers International Group$2,606,499$312,780 â–²13.6%25,0000.1%FinanceCNICanadian National Railway$2,532,690$510,623 â–²25.3%24,8000.1%TransportationLULUlululemon athletica$1,912,1250.0%12,5000.1%Consumer DiscretionaryWBDWarner Bros. Discovery$1,588,776$1,588,776 â–²New Holding57,9000.1%Consumer DiscretionaryCPRICapri$1,377,6840.0%78,1000.1%Retail/WholesaleIGTInternational Game Technology$874,971$408,633 â–²87.6%68,7330.0%Consumer DiscretionaryPENNPENN Entertainment$825,1470.0%54,9000.0%Consumer DiscretionaryBRK.ABerkshire Hathaway$718,1760.0%10.0%FinanceMXMagnachip Semiconductor$348,7500.0%125,0000.0%Computer and TechnologyPRTHPriority Technology$332,7600.0%70,5000.0%Business ServicesOXYOccidental Petroleum$0$248,732,684 â–¼-100.0%00.0%EnergyVOOVanguard S&P 500 ETF$0$36,524,408 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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