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Prem Watsa - Fairfax Financial Holdings Q4/2011 Fund Portfolio

Prem Watsa - Fairfax Financial Holdings Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Prem Watsa’s - Fairfax Financial Holdings - portfolio movements as of Q4/2011 (December 31, 2011). In total, he held 41 stocks with a total portfolio worth of USD 1,742,545,000.

Strategy:
Prem Watsa is the founder, chairman, and chief executive of Fairfax Financial Holdings, based in Toronto, Ontario. He has been called the "Canadian Warren Buffett".

Fairfax Financial Holdings Limited is a financial services holding company whose corporate objective is to achieve a high rate of return on invested capital and build long term shareholder value.

Prem Watsa - Fairfax Financial Holdings fund positions as of Q4/2011 with actual share movements:

Sym - Stock
Portfolio Weight
Recent activity
Reported Price*
JNJ - Johnson & Johnson
22.37
Add 14.72%
$65.55
ABH - AbitibiBowater Inc.
14.61
0
$14.54
LVLT - Level 3 Communications Inc.
12.59
Reduce 93.33%
$16.97
RIMM - Research In Motion Ltd.
10.64
Add 8.48%
$14.49
DELL - Dell Inc.
7.68
Reduce 59.67%
$14.62
WFC - Wells Fargo
7.14
0
$27.56
USB - U.S. Bancorp
6.91
0
$27.05
FTR - Frontier Communications Corp.
5.49
0
$5.14
USG - USG Corp.
3.97
0
$10.17
SD - SandRidge Energy Inc.
2.03
0
$8.15
OSTK - Overstock.com Inc.
1.52
0
$7.82
BWINB - Baldwin & Lyons Inc. CL B
1.21
0
$21.75
WMT - Wal-Mart Stores
0.75
0
$59.73
BCE - BCE Inc.
0.64
0
$41.68
CRESY - Cresud Inc.
0.58
0
$11.36
XCO - EXCO Resources Inc.
0.39
0
$10.44
RYAAY - Ryanair Holdings PLC
0.31
0
$27.83
PFE - Pfizer Inc.
0.29
0
$21.64
KW - Kennedy Wilson Holdings Inc.
0.24
0
$10.54
VRUS - Pharmasset Inc.
0.11
Buy
$128.04
MMI - Motorola Mobility Holdings Inc.
0.05
Reduce 36.00%
$38.79
BRK.B - Berkshire Hathaway CL B
0.05
0
$76.29
SPMD - SuperMedia Inc.
0.05
0
$2.60
BRK.A - Berkshire Hathaway CL A
0.04
0
$114500.00
PPP - Primero Mining Corp.
0.04
0
$3.13
C - Citigroup Inc.
0.03
Add 33.33%
$26.30
ORI - Old Republic International
0.02
Add 16.67%
$9.26
BMY - Bristol-Myers Squibb
0.02
0
$35.20
BRO - Brown & Brown Inc.
0.02
0
$22.67
NEU - NewMarket Corp.
0.02
Reduce 20.00%
$197.50
MRK - Merck & Co.
0.02
0
$37.75
NYB - New York Community Bancorp
0.02
0
$12.37
SLM - SLM Corp.
0.02
0
$13.40
HOLX - Hologic Inc.
0.02
0
$17.50
NYT - New York Times Cl. A
0.02
0
$7.71
PTEN - Patterson UTI-Energy
0.02
0
$19.93
MBI - MBIA Inc.
0.02
0
$11.57
MHK - Mohawk Industries
0.02
0
$59.83
CISG - Cninsure Inc.
0.02
0
$6.89
NTE - Nam Tai Electronics Inc.
0.01
0
$5.29
CITZ - CFS Bancorp Inc.
0
0
$4.30





Related Stock Ticker:
JNJ, DELL, LVLT, ABH, RIMM, FTR, WFC, USB, USG, OSTK, SD, BWINB, WMT, BCE, CRESY, XCO, RYAAY, KW, PFE, MMI, BRK.B, SPMD, CISG, SLM, HOLX, C, NYB, NEU, BMY, MHK, BRO, PTEN, MBI, ORI, NYT, NTE, MRK, CITZ, VRUS

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