Tracking Prem Watsa's Fairfax Financial Holdings - Q2 2012 Update

Below is a spreadsheet that shows changes to Prem Watsa's 13F US long holdings as of Q2 2012. To have a look at how the portfolio has progressed, see our previous update:

The portfolio size came down from around $2.2B to $1.9B as a result of some of his large stakes going down in value. There is a new position named Resolute Forest Products (RFP) but that is just a rename of Abitibibowater (ABH). Other than that, the only changes were an almost 20% stake reduction in Cresud (CRESY) and a marginal stake increase in Sandridge Energy (SD).

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