Sources
Loading...
Additional media
Loading...
DeepNewz, mobile.
People-sourced. AI-powered. Unbiased News.
In the first quarter of 2025, Fairfax Financial Holdings reported an increase in its equity holdings by approximately $785 million, bringing the total value to $23.2 billion. The company has identified several strong performers in its portfolio, including Eurobank, Orla Mining, and CVS. Analysts have noted that Fairfax's strategy of long positions in certain financial stocks, particularly against a short position in the XFN.TO index, continues to gain traction. Additionally, other investment portfolios have shown positive growth, with one reporting a 6.9% increase in holdings and another projecting over 100% flat potential for value portfolios. The overall sentiment among investors appears optimistic for the remainder of 2025, especially with anticipated catalysts expected in the second half of the year.
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
