Author Topic: Fairfax stock positions  (Read 2491 times)

petec

  • Hero Member
  • *****
  • Posts: 1702
Re: Fairfax stock positions
« Reply #10 on: January 15, 2019, 02:48:03 AM »
Don’t forget Kennedy Wilson Holdings....

Good point. I haven't read much on it for a while. Will do so and revert.

I've also reordered the stocks to reflect current size. In total this lot adds up to about $5.4bn (I may have some of the share counts wrong given how they are spread across subsidiaries).

Edited for KW and with an additional observation at the bottom.


Dazel

  • Full Member
  • ***
  • Posts: 241
Re: Fairfax stock positions
« Reply #11 on: January 19, 2019, 05:02:13 AM »
https://ca.finance.yahoo.com/news/seaspan-announces-closing-second-500-000000115.html

This has been very profitable so far and has increased the investment portfolio’s yield on a billion dollars. I would imagine “any” sort of trade deal would be material to Seaspan and this investment.

petec

  • Hero Member
  • *****
  • Posts: 1702
Re: Fairfax stock positions
« Reply #12 on: January 19, 2019, 06:15:02 AM »
https://ca.finance.yahoo.com/news/seaspan-announces-closing-second-500-000000115.html

This has been very profitable so far and has increased the investment portfolio’s yield on a billion dollars. I would imagine “any” sort of trade deal would be material to Seaspan and this investment.

Trade deal?

Yes, the options were at phenomenal prices.