
What smart money is saying about Fairfax Financial Holdings Ltd
1 fund in our archive has pitched Fairfax Financial Holdings Ltd, most recently Alphyn Capital Management in June 2025.
Fairfax Financial Holdings Limited, through its subsidiaries, provides property and casualty insurance and reinsurance, and investment management services in the United States, Canada, Asia, and internationally. The company operates through Insurance and Reinsurance, Run-off, and Non-Insurance Companies segments. It insures against losses to property from fire, explosion, earthquake, windstorm, flood, boiler explosion, machinery breakdown, and construction defects, as well as underwrites automobile, commercial and personal property, and crop insurance. The company also offers workers' compensation, employer's liability, accident and health, medical malpractice, professional liability, and umbrella coverage insurance products; marine, aerospace, surety risk, and other risks and liabilities insurance products; and reinsurance products. In addition, it retails home improvement goods, toys and baby products, golf equipment, sports apparel and accessories, housewares and home décors, and tableware and gifts; invests in retail business; and owns and operates holiday resorts. Further, the company provides integrated travel and travel-related financial services; originates, processes, and distributes pulses and staple foods; creates, produces, and distributes entertainment content; and provision of pet medical insurance and database services, as well as media and marketing solutions. The company was formerly known as Markel Financial Holdings Limited and changed its name to Fairfax Financial Holdings Limited in 1987. Fairfax Financial Holdings Limited was incorporated in 1951 and is headquartered in Toronto, Canada.
Get an email when a fund buys, sells or pitches it
Position history
Every position in Fairfax Financial Holdings Ltd on record in the archive was reported in Q2 2025, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2025 | 1 | 0 | 1 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- June 2025
“During Q4, we increased nine positions (net) and decreased 10 positions (net). The two largest increases (convictions noted in parenthesis) were Expeditors International of Washington Inc. (EXPD, 2.5 conviction) and GE HealthCare Technologies Inc. (GEHC, 2.5 conviction). The two largest net decreases were lululemon® (LULU, 2.5 conviction) and Fairfax Financial Holdings Ltd. (FRFHF, 2.0 conviction).”
Fairfax Financial Holdings Ltd
Fund coverage · 1 thesis
- Alphyn Capital ManagementJune 2025
Fairfax Financial Holdings Ltd is well-positioned for attractive long-term returns due to its disciplined underwriting, growing float, increased fixed-income yields, and strong associate earnings.
Read the full thesis
Read every full thesis on Fairfax Financial Holdings Ltd
Read all 1 thesis in full, with each fund's reasoning, and get unlimited access to the archive.
View plans→