Below is a spreadsheet that shows changes to Prem Watsa's 13F US long
holdings as of Q4 2012. To have a look at how the portfolio has
progressed, see our previous update:
The portfolio size increased marginally this quarter from $2.51B to $2.68B. No significantly large new positions were added in the quarter but a 2.74% position in Frontier Communications (FRO) was eliminated in the quarter. The main activity in the quarter include a 25% reduction in the 2% Wells Fargo (WFC) stake, marginal increases in the Exco Resources (XCO) and Novadeq (NVDQ) stakes, and a marginal decrease in the stake in US Bancorp (USB). The rest of the portfolio was left largely untouched.
The portfolio size increased marginally this quarter from $2.51B to $2.68B. No significantly large new positions were added in the quarter but a 2.74% position in Frontier Communications (FRO) was eliminated in the quarter. The main activity in the quarter include a 25% reduction in the 2% Wells Fargo (WFC) stake, marginal increases in the Exco Resources (XCO) and Novadeq (NVDQ) stakes, and a marginal decrease in the stake in US Bancorp (USB). The rest of the portfolio was left largely untouched.
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