Fairfax Financial Holdings Ltd/ Can holds a concentrated book of 32 stocks worth $2.6B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Eldorado Gold Corp and trimmed Garrett Motion Inc. Their largest long position is Orla Mining Ltd at 22% of the equity book.
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
Other tracked managers holding the same core names as Fairfax Financial Holdings Ltd/ Can
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 37 / 32 | $138.1B |
| MORGAN STANLEY | 37 / 32 | $46.1B |
| UBS Group AG | 37 / 32 | $15.2B |
| OSAIC HOLDINGS, INC. | 37 / 32 | $1.4B |
| FMR LLC | 36 / 32 | $52.8B |
| GOLDMAN SACHS GROUP INC | 36 / 32 | $25.0B |
| ROYAL BANK OF CANADA | 36 / 32 | $23.0B |
| EverSource Wealth Advisors, LLC | 36 / 32 | $56.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Fairfax Financial Holdings Ltd/ Can: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | $568.5M | 58.40M | 21.5% | ▲+84% Added · +26.6M sh | |
| 2 | Eldorado Gold Corp COM | $427.0M | 13.75M | 16.2% | ▲New New position | |
| 3 | Kraft Heinz Co COM | $337.6M | 14.31M | 12.8% | ▲+172% Added · +9.0M sh | |
| 4 | Under Armour Inc CL A | $289.8M | 45.36M | 11.0% | ▲+5.5% Added · +2.4M sh | |
| 5 | CVS Health Corp COM | $280.5M | 2.71M | 10.6% | —Held | |
| 6 | Cleveland-Cliffs Inc COM | $139.9M | 14.90M | 5.3% | —Held | |
| 7 | Under Armour Inc CL C | $136.6M | 22.00M | 5.2% | —Held | |
| 8 | Molson Coors Beverage Co CL B | $77.7M | 1.99M | 2.9% | ▲+39% Added · +556K sh | |
| 9 | Ats Corp COM | $70.5M | 2.49M | 2.7% | —Held | |
| 10 | Wendys Co COM | $66.3M | 8.01M | 2.5% | ▲+145% Added · +4.7M sh | |
| 11 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $44.7M | 93.7K | 1.7% | —Held | |
| 12 | Helmerich & Payne Inc COM | $38.5M | 1.17M | 1.5% | —Held | |
| 13 | Bank Nova Scotia COM | $31.2M | 359.1K | 1.2% | —Held | |
| 14 | General Motors Co COM | $29.0M | 376.0K | 1.1% | —Held | |
| 15 | Pfizer Inc COM | $25.1M | 1.04M | 1.0% | ▲+5.3% Added · +53K sh | |
| 16 | Merck & Co Inc COM | $22.2M | 172.9K | 0.8% | —Held | |
| 17 | Johnson & Johnson COM | $18.6M | 73.4K | 0.7% | —Held | |
| 18 | Kaspi KZ JSC SPONSORED ADS | $9.2M | 106.0K | 0.3% | ▲New New position | |
| 19 | Rogers Communications Inc CL B | $4.9M | 150.2K | 0.2% | ▲New New position | |
| 20 | Garrett Motion Inc COM | $3.7M | 102.8K | 0.1% | ▼−44% Reduced · −82K sh | |
| 21 | Canadian National Railway Co COM | $3.0M | 24.8K | 0.1% | —Held | |
| 22 | Colliers Intl Group Inc SUB VTG SHS | $2.3M | 25.0K | 0.1% | —Held | |
| 23 | Warner Bros Discovery Inc COM SER A | $2.2M | 81.9K | 0.1% | ▲+41% Added · +24K sh | |
| 24 | Domino's Pizza Inc COM | $2.1M | 7.2K | 0.1% | ▲New New position | |
| 25 | Capri Holdings Ltd SHS | $1.5M | 78.1K | 0.1% | —Held | |
| 26 | Lululemon Athletica Inc COM | $1.4M | 12.5K | 0.1% | —Held | |
| 27 | Penn Entertainment Inc COM | $1.2M | 54.9K | 0.0% | —Held | |
| 28 | Electronic Arts Inc COM | $1.0M | 5.1K | 0.0% | ▲New New position | |
| 29 | Berkshire Hathaway Inc CL A | $749K | 1 | 0.0% | —Held | |
| 30 | Brightstar Lottery PLC SHS USD | $738K | 68.7K | 0.0% | —Held | |
| 31 | Cementos Pacasmayo Saa SPONSORED ADR | $595K | 50.0K | 0.0% | ▲New New position | |
| 32 | Magnachip Semiconductor Corp COM | $296K | 62.5K | 0.0% | ▼−50% Reduced · −63K sh |
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 32 | $2.6B | 13F-HR |
| 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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.