Prem Watsa

Fairfax Financial Holdings

Last Update: 2013-06-12

Number of Stocks: 42
Number of New Stocks: 1

Total Value: $2,678 Mil
Q/Q Turnover: 0%

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Prem Watsa's Portfolio

This page shows the Portfolio Holdings of Prem Watsa at Fairfax Financial Holdings. It tells us what Prem Watsa holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date:	2013-03-31
Number of Stocks:	42
Total value:	2,678 Mil
Number of New Buys:	1

Sectors	Sector Weightings (%)	Sell Impact (%)	Buy Impact (%)
Technology	32.8%
Healthcare	19.3%		0.1%
Basic Materials	15%
Communication Services	10.3%
Energy	9.3%
Financial Services	6.6%	-0.8%
ETF, options, preferred	3.8%
Consumer Cyclical	1.6%
Consumer Defensive	0.9%
Industrials	0.4%
Real Estate	0.2%

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Current Holdings

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Total Records: 44 Page:1 2 3

Ticker	Company	Industry	Shares	Value ($1000)	% Weighting as of 2013-03-31	Share # Change from Last Period	Trade Impact (%)	% of Shares Outstanding
NVDQ	Novadaq Technologies Inc.	Medical Diagnostics & Research	2,358,487	23,325	0.87%	+17.92%	+0.13%	5.86
XCO	EXCO Resources, Inc.	Oil & Gas - E&P	10,812,200	77,091	2.9%	+1.31%	+0.04%	4.97
HOGS	Zhongpin, Inc.	Consumer Packaged Goods	37,500	484	0.018%	New Buy	+0.018%	0.10
UPL	Ultra Petroleum Corporation	Oil & Gas - E&P	33,400	670	0.025%	+110.06%	+0.01%	0.02
CITZ	CFS Bancorp, Inc.	Banks	10,000	79	0.003%	0	0	0.09
PBNY	Provident New York Bancorp	Banks	25,000	226	0.0084%	0	0	0.06
CISG	CNinsure, Inc.	Brokers & Exchanges	45,000	270	0.01%	0	0	0.09
BMY	Bristol-Myers Squibb Company	Drug Manufacturers	7,000	288	0.011%	0	0	0.00
MBI	MBIA Inc	Insurance - Property & Casualty	30,000	308	0.012%	0	0	0.02
MRK	Merck & Co Inc	Drug Manufacturers	8,000	354	0.013%	0	0	0.00
EDU	New Oriental Education & Technology Group Inc.	Education	22,200	399	0.015%	0	0	0.01
HOLX	Hologic Inc	Medical Instruments & Equipment	20,000	452	0.017%	0	0	0.01
PTEN	Patterson-UTI Energy, Inc.	Oil & Gas - Drilling	19,000	453	0.017%	0	0	0.01
NTE	Nam Tai Electronics Inc.	Computer Hardware	35,000	476	0.018%	0	0	0.08
HPQ	Hewlett-Packard Co	Computer Hardware	20,400	486	0.018%	0	0	0.00
NYT	New York Times Company	Publishing	50,000	490	0.018%	+11.11%	0	0.03
SLM	SLM Corp	Credit Services	25,000	512	0.019%	0	0	0.01
ORI	Old Republic International	Insurance	45,000	572	0.021%	0	0	0.02
NYCB	New York Community Bancorp, Inc.	Banks	40,000	574	0.021%	0	0	0.01
C	Citigroup Inc	Banks	20,000	885	0.033%	0	0	0.00
Portfolio changes after 2013-03-31 are included for Premium Members only!