FAIRFAX FINANCIAL HOLDINGS LTD/ CAN

PublicCIK: 915191
FRFHFOTCFRFFFOTC
Location

TORONTO, A6

32
Positions
$2.64B
Total AUM (reported)
188.03M
Total Shares

Allocation by class

TOTAL AUM$2.64B32 positions
COM$2.07B78.4%
CL A$290.58M11.0%
CL C$136.61M5.2%
CL B$82.54M3.1%
SPONSORED ADS$53.86M2.0%
SUB VTG SHS$2.33M0.1%
COM SER A$2.18M0.1%

Portfolio Concentration

Top 350.5%4–1040.2%11–259.0%Rest0.2%TOP 1090.7%0%100%
Top 3$1.33B50.5%
4–10$1.06B40.2%
11–25$238.05M9.0%
Rest$6.02M0.2%

Top 3 weight

50.5%

Top 10 weight

90.7%

Voting Authority Distribution

Total shares with voting rights: 188.03M

Sole

Full voting authority

188.03M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other32
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings32
Rows:

ORLA MINING LTD

DFND
COM
Shares58.40M
TypeSH
Market value$568.46M
21.55%
Sole
58.40M
Shared
0.00
None
0.00

ELDORADO GOLD CORP

DFND
COM
Shares13.75M
TypeSH
Market value$427.00M
16.18%
Sole
13.75M
Shared
0.00
None
0.00

KRAFT HEINZ CO

DFND
COM
Shares14.31M
TypeSH
Market value$337.63M
12.80%
Sole
14.31M
Shared
0.00
None
0.00

UNDER ARMOUR INC

DFND
CL A
Shares45.36M
TypeSH
Market value$289.83M
10.98%
Sole
45.36M
Shared
0.00
None
0.00

CVS HEALTH CORP

DFND
COM
Shares2.71M
TypeSH
Market value$280.50M
10.63%
Sole
2.71M
Shared
0.00
None
0.00

CLEVELAND-CLIFFS INC

DFND
COM
Shares14.90M
TypeSH
Market value$139.90M
5.30%
Sole
14.90M
Shared
0.00
None
0.00

UNDER ARMOUR INC

DFND
CL C
Shares22M
TypeSH
Market value$136.61M
5.18%
Sole
22M
Shared
0.00
None
0.00

MOLSON COORS BEVERAGE CO

DFND
CL B
Shares1.99M
TypeSH
Market value$77.67M
2.94%
Sole
1.99M
Shared
0.00
None
0.00

ATS CORP

DFND
COM
Shares2.49M
TypeSH
Market value$70.49M
2.67%
Sole
2.49M
Shared
0.00
None
0.00

WENDYS CO

DFND
COM
Shares8.01M
TypeSH
Market value$66.29M
2.51%
Sole
8.01M
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG LTD

DFND
SPONSORED ADS
Shares93.70K
TypeSH
Market value$44.68M
1.69%
Sole
93.70K
Shared
0.00
None
0.00

HELMERICH & PAYNE INC

DFND
COM
Shares1.17M
TypeSH
Market value$38.45M
1.46%
Sole
1.17M
Shared
0.00
None
0.00

BANK NOVA SCOTIA

DFND
COM
Shares359.10K
TypeSH
Market value$31.17M
1.18%
Sole
359.10K
Shared
0.00
None
0.00

GENERAL MOTORS CO

DFND
COM
Shares375.96K
TypeSH
Market value$28.97M
1.10%
Sole
375.96K
Shared
0.00
None
0.00

PFIZER INC

DFND
COM
Shares1.04M
TypeSH
Market value$25.12M
0.95%
Sole
1.04M
Shared
0.00
None
0.00

MERCK & CO INC

DFND
COM
Shares172.90K
TypeSH
Market value$22.20M
0.84%
Sole
172.90K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

DFND
COM
Shares73.40K
TypeSH
Market value$18.64M
0.71%
Sole
73.40K
Shared
0.00
None
0.00

KASPI KZ JSC

DFND
SPONSORED ADS
Shares106K
TypeSH
Market value$9.18M
0.35%
Sole
106K
Shared
0.00
None
0.00

ROGERS COMMUNICATIONS INC

DFND
CL B
Shares150.20K
TypeSH
Market value$4.87M
0.18%
Sole
150.20K
Shared
0.00
None
0.00

GARRETT MOTION INC

DFND
COM
Shares102.78K
TypeSH
Market value$3.72M
0.14%
Sole
102.78K
Shared
0.00
None
0.00

CANADIAN NATIONAL RAILWAY CO

DFND
COM
Shares24.80K
TypeSH
Market value$2.95M
0.11%
Sole
24.80K
Shared
0.00
None
0.00

COLLIERS INTL GROUP INC

DFND
SUB VTG SHS
Shares25K
TypeSH
Market value$2.33M
0.09%
Sole
25K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

DFND
COM SER A
Shares81.90K
TypeSH
Market value$2.18M
0.08%
Sole
81.90K
Shared
0.00
None
0.00

DOMINO'S PIZZA INC

DFND
COM
Shares7.23K
TypeSH
Market value$2.14M
0.08%
Sole
7.23K
Shared
0.00
None
0.00

CAPRI HOLDINGS LTD

DFND
SHS
Shares78.10K
TypeSH
Market value$1.45M
0.05%
Sole
78.10K
Shared
0.00
None
0.00
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