Fairfax has an equity portfolio of $23b. What are the top 30 holdings? What are some learnings? Concentration. Misunderstood. Not BRK. Shift to private. Problems fixed. Strong performance. Well positioned. Click the link for details. $FFH.TO $BRK $MKL https://t.co/hmglBXjEYr

In Q1 2025, Fairfax's equity holdings (that I track) increased in value by about $785m to $23.2b. Solid start to the year. Big gainers? Eurobank, Orla Mining (gold), FFH-TRS, Metlen, FFH India & CVS. Click the link for details. $FFH.TO $EUROB.AT $OLA.TO https://t.co/pzZdJPKPWN

The long $FFH.TO vs short $XFN.TO highlighted in the recent substack continues to gain ground. Fairfax seems like a great place to hide in the financials for Canadian PMs benchmarked to $XIC.TO or $XIU.TO. https://t.co/R1Ean0bHto https://t.co/i0NOcm1PgM