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Fairfax Financial Holdings Ltd/ Can
kapitalforvalter · portefølje $2.64 mia. · 32 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 35
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| ORLA MINING LTD CUSIP 68634K106 | 58 399 504 | $568 mio. | 21.55% | +26 582 275 |
| Eldorado Gold Corp US:EGO | 13 746 506 | $427 mio. | 16.18% | ny |
| The Kraft Heinz Company US:KHC | 14 306 500 | $338 mio. | 12.80% | +9 038 300 |
| Under Armour Inc C US:UA | 45 356 965 | $290 mio. | 10.98% | +2 356 093 |
| CVS Health Corp US:CVS | 2 712 000 | $281 mio. | 10.63% | — |
| Cleveland-Cliffs Inc US:CLF | 14 899 273 | $140 mio. | 5.30% | — |
| Under Armour Inc C US:UA | 21 999 128 | $137 mio. | 5.18% | — |
| Molson Coors Brewing Co Clas… US:TAP | 1 994 500 | $77.7 mio. | 2.94% | +556 000 |
| ATS Corporation US:ATS | 2 486 400 | $70.5 mio. | 2.67% | — |
| The Wendy’s Co US:WEN | 8 005 627 | $66.3 mio. | 2.51% | +4 736 725 |
| Taiwan Semiconductor Manufac… US:TSM | 93 700 | $44.7 mio. | 1.69% | — |
| Helmerich and Payne Inc US:HP | 1 174 105 | $38.5 mio. | 1.46% | — |
| Bank of Nova Scotia US:BNS | 359 100 | $31.2 mio. | 1.18% | — |
| General Motors Company US:GM | 375 965 | $29.0 mio. | 1.10% | — |
| Pfizer Inc US:PFE | 1 043 900 | $25.1 mio. | 0.95% | +53 000 |
| MERCK & CO INC US:MRK | 172 900 | $22.2 mio. | 0.84% | — |
| Johnson & Johnson US:JNJ | 73 400 | $18.6 mio. | 0.71% | — |
| Joint Stock Co Kaspi.kz US:KSPI | 106 000 | $9.18 mio. | 0.35% | ny |
| Rogers Communications Inc US:RCI | 150 200 | $4.87 mio. | 0.18% | ny |
| Garrett Motion Inc US:GTX | 102 783 | $3.72 mio. | 0.14% | −81 677 |
| Canadian National Railway Co… US:CNI | 24 800 | $2.95 mio. | 0.11% | — |
| Colliers International Group… US:CIGI | 25 000 | $2.33 mio. | 0.09% | — |
| Warner Bros. Discovery, Inc. US:WBD | 81 900 | $2.18 mio. | 0.08% | +24 000 |
| Domino's Pizza Inc US:DPZ | 7 230 | $2.14 mio. | 0.08% | ny |
| CAPRI HOLDINGS LTD CUSIP G1890L107 | 78 100 | $1.45 mio. | 0.05% | — |
| Lululemon Athletica Inc. US:LULU | 12 500 | $1.43 mio. | 0.05% | — |
| Penn National Gaming Inc US:PENN | 54 900 | $1.17 mio. | 0.04% | — |
| ELECTRONIC ARTS INC CUSIP 285512109 | 5 100 | $1.05 mio. | 0.04% | ny |
| BERKSHIRE HATHAWAY INC US:BRK-A | 1 | $749 t. | 0.03% | — |
| BRIGHTSTAR LOTTERY PLC CUSIP G4863A108 | 68 733 | $738 t. | 0.03% | — |
| Cementos Pacasmayo SAA ADR US:CPAC | 50 000 | $595 t. | 0.02% | ny |
| MAGNACHIP SEMICONDUCTOR Corp US:MX | 62 500 | $296 t. | 0.01% | −62 500 |
| BLACKBERRY Ltd US:BB | 0 (var 34 980 220) | — | — | solgt |
| KENNEDY-WILSON HOLDINGS INC CUSIP 489398107 | 0 (var 13 322 009) | — | — | solgt |
| Priority Technology Holdings… US:PRTH | 0 (var 70 500) | — | — | solgt |
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