Fairfax stock positions

[dartmonkey]

59 minutes ago, Hoodlum said:

I would be surprised if Fairfax has not been selling BB as the stock price increased in Q2. 

I would be too, and so much the better. They have been very slowly reducing it: 5,940,000 shares sold in Q2 2025, 5,389,380 in Q3 and 415,100 in Q4, all at something like half today's price, so who knows what they will have done in Q1 2026 at similar prices and now in Q2 at much higher prices.

[gfp]

5 minutes ago, dartmonkey said:

I would be too, and so much the better. They have been very slowly reducing it: 5,940,000 shares sold in Q2 2025, 5,389,380 in Q3 and 415,100 in Q4, all at something like half today's price, so who knows what they will have done in Q1 2026 at similar prices and now in Q2 at much higher prices.

 

I think we know they did nothing with BB in Q1 2026 already.

[SafetyinNumbers]

1 hour ago, gfp said:

 

I think we know they did nothing with BB in Q1 2026 already.

They filed they went under 5% in May. My bet is they are out. 

[Junior R]

$bb 11.34 usd after hours

[Gregmal]

Yea come on Prem, sell that fucker and use the proceeds to buyback more stock. 

[Txvestor]

3 hours ago, Gregmal said:

Yea come on Prem, sell that fucker and use the proceeds to buyback more stock. 

And take the capital loss to offset some of the Poseidon gains. 

[Parsad]

On 6/2/2026 at 6:59 PM, Gregmal said:

Yea come on Prem, sell that fucker and use the proceeds to buyback more stock. 

 

23 hours ago, Txvestor said:

And take the capital loss to offset some of the Poseidon gains. 

 

Those aren't bad ideas, but won't it matter which subs hold what and where the gains/losses are?  Regardless, I would prefer they use the BB money and buyback FFH shares.  Cheers!

[petec]

On 5/30/2026 at 1:23 PM, Viking said:

Both are a headwind to book value:

 

The real reason rising interest rates and a falling stock price are a headwind to book value is they both mean more buybacks at a slight premium to book 

 

Long may it last.

[Hoodlum]

AGT announced NCIB.  
 

https://www.agtfoods.com/news/2026-06-03-NCIB