Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q2 2014 Update
- Prem Watsa’s US long portfolio increased marginally from $1.43B to $1.46B this quarter.
- Fairfax Financial’s largest five positions are Blackberry, Resolute Forest Products, Sandridge Energy, Exco Resources, and Overstock. They together account for 92% of the US long assets.
- Watsa is negative on equities overall and the portfolio is hedged.