For the details of Prem Watsa's stock buys and sells, go to https://www.gurufocus.com/guru/prem+watsa/current-portfolio/portfolioportfolio
These are the top 5 holdings of Prem Watsa- Seaspan Corp (SSW) - 77,155,000 shares, 42.80% of the total portfolio.
- BlackBerry Ltd (BB) - 46,724,700 shares, 19.71% of the total portfolio.
- Kennedy-Wilson Holdings Inc (KW) - 13,322,009 shares, 15.48% of the total portfolio.
- Resolute Forest Products Inc (RFP) - 30,548,190 shares, 12.43% of the total portfolio.
- CenturyLink Inc (CTL) - 2,359,100 shares, 1.57% of the total portfolio.
Fairfax Financial Holdings initiated holding in Diamond S Shipping Inc. The purchase prices were between $9.65 and $14.23, with an estimated average price of $12.38. The stock is now traded at around $10.03. The impact to a portfolio due to this purchase was 0.75%. The holding were 1,034,681 shares as of .
New Purchase: Array BioPharma Inc (ARRY)Fairfax Financial Holdings initiated holding in Array BioPharma Inc. The purchase prices were between $20.84 and $46.58, with an estimated average price of $27.97. The stock is now traded at around $47.85. The impact to a portfolio due to this purchase was 0.07%. The holding were 27,500 shares as of .
Added: Taiwan Semiconductor Manufacturing Co Ltd (TSM)Fairfax Financial Holdings added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 85.17%. The purchase prices were between $37.65 and $45.42, with an estimated average price of $41.18. The stock is now traded at around $40.67. The impact to a portfolio due to this purchase was 0.06%. The holding were 53,700 shares as of .
Sold Out: Celgene Corp (CELG)Fairfax Financial Holdings sold out a holding in Celgene Corp. The sale prices were between $92.35 and $98.91, with an estimated average price of $94.95.
Sold Out: Stamps.com Inc (STMP)Fairfax Financial Holdings sold out a holding in Stamps.com Inc. The sale prices were between $33.47 and $87.5, with an estimated average price of $57.3.
Here is the complete portfolio of Prem Watsa. Also check out:
1. Prem Watsa's Undervalued Stocks
2. Prem Watsa's Top Growth Companies, and
3. Prem Watsa's High Yield stocks
4. Stocks that Prem Watsa keeps buying
