LongFFH.TOAug 2026
Fairfax Financial Holdings Limited
Fairfax Financial is a global property and casualty insurance and investment holding company run by Prem Watsa. The company's book value per share increased during the first half…
FFH.TO
Which hedge funds are long FFH.TO?
3 published ideas on Fairfax Financial Holdings Limited across 3 funds — 3 long and 0 short.
Fairfax Financial Holdings Limited hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Fairfax Financial Holdings Limited: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongFFH.TOJul 2026
Fairfax Financial Holdings Limited
Fairfax is favored as an insurance compounder because a well-managed insurer can generate value through both underwriting profits and investment of its float. Fairfax has…
LongFFH.TOSep 2026
Fairfax Financial Holdings Limited
Fairfax is presented as a core insurance compounder benefiting from both underwriting profits and the investment of insurance float. The letter highlights that Fairfax has…