Tom Gayner’s FAIRFAX FINL HLDGS LTD SUB VTG FFH Stock Holding History

Tom Gayner’s Portfolio FFH Stock Details FFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-279,459	Closed	-$146M	–	110
2014 Q4	$146M	Hold	279,459	–	–	3.69%	6
2014 Q3	$125M	Hold	279,459	–	–	3.52%	8
2014 Q2	$132M	Hold	279,459	–	–	3.76%	7
2014 Q1	$121M	Hold	279,459	–	–	3.72%	7
2013 Q4	$112M	Hold	279,459	–	–	3.53%	8
2013 Q3	$114M	Hold	279,459	–	–	3.9%	7
2013 Q2	$109M	Buy	+279,459	New	+$109M	3.9%	6

Other funds holding FFH

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

PCM

Peg Capital Management Canaan, New Hampshire $207M AUM 1.89% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ESBC

E.S. Barr & Co Lexington, Kentucky $1.78B AUM 14.07% 1-Year Est. Return

CVM

Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

GIBU

Gulf International Bank (UK) London, United Kingdom $5.07B AUM 41.86% 1-Year Est. Return

Tom Gayner's FFH Position: Q1 2015 in Review

Tom Gayner sold out of FAIRFAX FINL HLDGS LTD SUB VTG (FFH) in Q1 2015, closing a stake of 279,459 shares — an estimated $146M sold.

Tom Gayner first reported a position in FFH in Q2 2013 and held it in 7 quarters. The position peaked at $146M in Q4 2014. 15 funds tracked by Wall St. Rank hold FFH as of Q1 2015.

Tom Gayner reported no remaining FAIRFAX FINL HLDGS LTD SUB VTG position as of Q1 2015 after selling out during the quarter.
Tom Gayner sold 279,459 FAIRFAX FINL HLDGS LTD SUB VTG shares in Q1 2015, an estimated $146M.
Tom Gayner first reported a position in FAIRFAX FINL HLDGS LTD SUB VTG in Q2 2013 and held it in 7 quarters.
Tom Gayner's FAIRFAX FINL HLDGS LTD SUB VTG position peaked at $146M in Q4 2014.
15 funds tracked by Wall St. Rank held FAIRFAX FINL HLDGS LTD SUB VTG as of Q1 2015.

Based on Markel Group's 13F filing for Q1 2015, filed 7 May 2015.