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Stocks A to Z / Stocks M / Markel (MKL)
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Author: DTB   😊 😞
Number: of 59 
Subject: Re: Annual Letter
Date: 03/02/2024 11:22 PM
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https://fintel.io/i/fairfax-financial-holdings-ltd... Must be outdated as it’s listing BB as 11.6% of portfolio.
Thank for correcting my mistake.
Grateful Always,
paul


It is not outdated- it is correct that BB represents 11.6% of Fairfax’s holdings of public companies traded on US exchanges. But as your link indicates at the top, these have a total value of $1.469b, whereas Fairfax has total equity investments (including international equities) of $18b and total investments (including fixed income) of about $60b, so there is no contradiction.
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