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