Fairfax Financial Holdings Ltd/ Can holds a concentrated book of 29 stocks worth $1.9B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Wendy's Co and trimmed Garrett Motion Inc. Their largest long position is Orla Mining Ltd at 26% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/915191/holdings"
Use Arkolith to show FAIRFAX FINANCIAL HOLDINGS LTD/ CAN's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Orla Mining Ltd COM | $501.6M | 31.82M | 25.8% | —Held | |
| 2 | Under Armour Inc CL A | $253.7M | 43.00M | 13.1% | ▲+2.5% Added · +1.0M sh | |
| 3 | CVS Health Corp COM | $194.8M | 2.71M | 10.0% | —Held | |
| 4 | Kennedy-Wilson Holdings Inc COM | $144.3M | 13.32M | 7.4% | —Held | |
| 5 | Under Armour Inc CL C | $126.9M | 22.00M | 6.5% | ▲+133% Added · +12.5M sh | |
| 6 | Cleveland-Cliffs Inc COM | $125.7M | 14.90M | 6.5% | —Held | |
| 7 | Kraft Heinz Co COM | $118.4M | 5.27M | 6.1% | ▲+2.9% Added · +149K sh | |
| 8 | Blackberry Ltd COM | $113.3M | 34.98M | 5.8% | —Held | |
| 9 | Ats Corp COM | $69.4M | 2.49M | 3.6% | —Held | |
| 10 | Molson Coors Beverage Co CL B | $61.9M | 1.44M | 3.2% | ▲+7.5% Added · +100K sh | |
| 11 | Helmerich & Payne Inc COM | $42.3M | 1.17M | 2.2% | —Held | |
| 12 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $31.7M | 93.7K | 1.6% | —Held | |
| 13 | General Motors Co COM | $28.0M | 376.0K | 1.4% | —Held | |
| 14 | Pfizer Inc COM | $27.8M | 990.9K | 1.4% | ▲+11% Added · +100K sh | |
| 15 | Bank Nova Scotia COM | $24.8M | 359.1K | 1.3% | —Held | |
| 16 | Wendys Co COM | $22.8M | 3.27M | 1.2% | ▲New New position | |
| 17 | Merck & Co Inc COM | $20.8M | 172.9K | 1.1% | —Held | |
| 18 | Johnson & Johnson COM | $17.9M | 73.4K | 0.9% | —Held | |
| 19 | Garrett Motion Inc COM | $3.4M | 184.5K | 0.2% | ▼−29% Reduced · −76K sh | |
| 20 | Colliers Intl Group Inc SUB VTG SHS | $2.6M | 25.0K | 0.1% | ▲+14% Added · +3K sh | |
| 21 | Canadian National Railway Co COM | $2.5M | 24.8K | 0.1% | ▲+25% Added · +5K sh | |
| 22 | Lululemon Athletica Inc COM | $1.9M | 12.5K | 0.1% | —Held | |
| 23 | Warner Bros Discovery Inc COM SER A | $1.6M | 57.9K | 0.1% | ▲New New position | |
| 24 | Capri Holdings Ltd SHS | $1.4M | 78.1K | 0.1% | —Held | |
| 25 | Brightstar Lottery PLC SHS USD | $875K | 68.7K | 0.0% | ▲+88% Added · +32K sh | |
| 26 | Penn Entertainment Inc COM | $825K | 54.9K | 0.0% | —Held | |
| 27 | Berkshire Hathaway Inc CL A | $718K | 1 | 0.0% | —Held | |
| 28 | Magnachip Semiconductor Corp COM | $349K | 125.0K | 0.0% | —Held | |
| 29 | Priority Tech Holdings Inc COM | $333K | 70.5K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 29 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 29 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 29 | $2.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 28 | $1.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 29 | $1.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 31 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 31 | $1.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 38 | $1.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 42 | $1.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 57 | $1.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 61 | $1.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 61 | $1.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 67 | $1.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 75 | $4.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 73 | $3.9B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 70 | $2.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 66 | $3.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 63 | $3.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 17, 2021 | 61 | $3.1B | 13F-HR/A |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 59 | $3.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 57 | $2.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 59 | $2.2B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 60 | $1.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.