vinod1 Posted November 17, 2016 Share Posted November 17, 2016 Fairfax reports a portfolio of around $4 billion dollars. It shows Canadian stocks of about $0.7 billion, US stocks of $1.1 billion and other of $2.4 billion. If I look at Dataroma it has a total value of $1.1 billion and I can see the portfolio composition for that part. With insurance subsidiaries in many countries the portfolio positions are likely held in different countries and there is probably no single insurance filing that has the composition of the $4 billion portfolio. Does anyone know if this is specified anywhere other than looking at the insurance filings of each of the subs? Just wanted to get a rough idea of the portfolio composition. Thanks Vinod Link to comment Share on other sites More sharing options...
benhacker Posted November 18, 2016 Share Posted November 18, 2016 Vinod, here is a stale discussion of the composition of what Fairfax terms "equity" portfolio which covers a wide range of stuff... 18 months old but perhaps helpful for you. http://www.cornerofberkshireandfairfax.ca/forum/fairfax-financial/time-to-buy-fairfax-again/msg207370/#msg207370 Link to comment Share on other sites More sharing options...
vinod1 Posted November 18, 2016 Author Share Posted November 18, 2016 Vinod, here is a stale discussion of the composition of what Fairfax terms "equity" portfolio which covers a wide range of stuff... 18 months old but perhaps helpful for you. http://www.cornerofberkshireandfairfax.ca/forum/fairfax-financial/time-to-buy-fairfax-again/msg207370/#msg207370 benhacker, Thank you very much. Exactly what I am looking for. Vinod Link to comment Share on other sites More sharing options...
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