FFH-CN

FFH-CN

FFH-CN

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Sep 30, 2025	Jemekk Hedge Fund	5.5%	15.8%	FFH CN	dislocation, forced selling, liquidity, mispricing, volatility	The letter focuses on market dislocations created by forced selling, liquidity shocks, and behavioral overreactions. These periods are viewed as recurring features of markets that allow disciplined investors to buy assets below intrinsic value. The fund positions itself to exploit volatility when price diverges sharply from fundamentals.		View
2025 Q2	Sep 2, 2025	Silver Beech Capital	3.7%	6.6%	FFH CN, SWX	Balance Sheets, cash flow, catalysts, skepticism, undervaluation	The letter emphasizes investing in deeply undervalued companies trading at large discounts to normalized cash flows. Management stresses skepticism toward market euphoria, particularly around AI-driven narratives. Catalysts, balance sheet repair, and capital discipline underpin return potential.	FFH CN SWX	View
2025 Q2	Aug 7, 2025	The Baird Chautauqua Global Growth Fund	9.1%	9.8%	2423 HK, 688235 CH, FFH CN, MU, NVDA, REGN, RYA ID, SAF FP, WCN	Competitive Advantage, Compounding, earnings, growth, secular trends	The commentary emphasizes secular growth businesses with durable earnings expansion across global markets. Management focuses on competitive advantages, reinvestment opportunities, and balance sheet strength. Short-term macro noise is deprioritized in favor of long-term compounding.	NVDA 2423 HK FFH CN SAF FP	View
2023 Q2	Aug 4, 2023	Springview Capital Management	3.9%	5.5%	ATVI, BRK/A, FFH CN, HLN LN, WRB	-			View
2024 Q2	Aug 12, 2024	Springview Capital Management	-3.2%	7.7%	7974 JP, CRH LN, EXO, FFH CN, MCY, WRB, WS	-			View
2025 Q2	Jul 9, 2025	Alphyn Capital Management	12.4%	8.0%	AMZN, BN, CCOI, FFH CN, FILA IM, KFS, KKR, KMX, OCSL	Discipline, free cash flow, moats, Quality, valuation	The commentary focuses on high-quality businesses with durable competitive advantages and strong free cash flow generation. The manager stresses disciplined valuation, long-term ownership, and avoidance of leverage-driven or speculative models. Market volatility is framed as an opportunity to add quality at attractive prices.	OCSL KMX CCOI AMZN KFS KKR BN FFH	View
2024 Q2	Jul 10, 2024	Alphyn Capital Management	8.9%	13.5%	AMZN, BUR, COGT, ENOV, ESAB, EXO NA, FFH CN, GOOG, IAC, KKR, KMX, PROSY, TVK CN, W	-			View
2023 Q1	May 3, 2023	Springview Capital Management	1.6%	1.6%	FFH CN, HLN LN	-			View
2024 Q1	Apr 29, 2024	Springview Capital Management	11.3%	11.3%	CRH LN, FFH CN, HLN LN, WRB	-			View
2024 Q1	Apr 15, 2024	Alphyn Capital Management	8.9%	13.5%	AMZN, CCOI, CRTA LN, DSGR, ESAB, EXO NA, FFH CN, KFS, KKR, LBRDA, OCSL	-			View
2023 Q4	Feb 21, 2024	Springview Capital Management	6.5%	15.3%	BRK/A, FFH CN, HTL, MKL, UNP	-			View
2024 Q4	Dec 31, 2024	Barometer Capital Management Inc.	-	-	AAPL, ATRL CN, AXON, BMO, CCO CN, FFH CN, HWM, JPM, MSI, NEE, NVDA, TECK/B CN, V	-			View
2024 Q4	Dec 31, 2024	Fairfax Financial Holdings Limited	-	-	FFH CN	-			View
2024 Q4	Dec 31, 2024	Zelikovic Investments / Tavor Capital	-	-	ATKR, BN, BUR LN, EXO NA, FFH CN, IAC, KKR, KNSL, MKL, TASE IT, TPL	-			View
2023 Q4	Dec 31, 2023	Fairfax Financial Holdings Limited	-	-	FFH CN	-			View
2022 Q4	Dec 31, 2022	Fairfax Financial Holdings Limited	-	-	FFH CN	-			View
2021 Q4	Dec 31, 2021	Fairfax Financial Holdings Limited	-	-	FFH CN	-			View
2020 Q4	Dec 31, 2020	Fairfax Financial Holdings Limited	-	-	FFH CN	-			View
2019 Q4	Dec 31, 2019	Fairfax Financial Holdings Limited	-	-	FFH CN	-			View
2018 Q4	Dec 31, 2018	Fairfax Financial Holdings Limited	-	-	FFH CN	-			View
2017 Q4	Dec 31, 2017	Fairfax Financial Holdings Limited	-	-	FFH CN	-			View
2016 Q4	Dec 31, 2016	Fairfax Financial Holdings Limited	-	-	FFH CN	-			View
2025 Q3	Dec 23, 2025	Bonhoeffer Capital Management	1.3%	-	FERREYC1 CB, FFH CN, NBN, OTOEL GA	Assets, Capex, Margins, reindustrialization, Scarcity	The letter focuses on global reindustrialization driven by supply chain localization, energy security, and capital discipline after decades of underinvestment. Higher replacement costs and scarcity of productive assets are improving returns on tangible capital. Reindustrialization creates long-duration opportunities in boring, asset-heavy businesses trading below intrinsic value.		View
2023 Q3	Nov 21, 2023	Alphyn Capital Management	8.9%	13.5%	8L8 GR, AHT LN, BUR, CRTA LN, ENOV, FFH CN, IAC, KFS, KKR, KMX, PRX SW	-			View
2024 Q3	Nov 19, 2024	Springview Capital Management	5.6%	13.6%	CRH LN, FFH CN, HLN, MCY, WRB, WS	-			View
2023 Q3	Nov 10, 2023	Springview Capital Management	2.5%	8.2%	BRK/A, FFH CN, HLN LN, HLT, WRB	-			View
2024 Q3	Oct 8, 2024	Alphyn Capital Management	8.9%	13.5%	AMZN, BN, CCOI, CRTA LN, FFH CN, GOOG, KKR, MRO LN, OCSL, PRX NA	-			View
2025 Q3	Oct 28, 2025	Alphyn Capital Management	3.0%	11.2%	BN, BUR LN, CCOI, CRTA, FFH CN, GOOG, MRO LN, PRX NA, ROKOB SS, TVK CN	Artificial Intelligence, Capital Allocation, Compounding, gold, infrastructure	The fund highlighted AI as both a direct and indirect driver of returns through holdings like Alphabet, Amazon, and Brookfield, emphasizing infrastructure-led investment in data centers and renewable power. Management focused on disciplined capital allocation and compounding engines such as Prosus and Roko, which leverage scalable acquisition models. The letter also discussed golds strong rally amid fiscal deficits and currency debasement fears, framing it as a hedge against macro volatility.	CRTA LN FFH CN CCOI BUR TVK CN MRO LN BN GOOGL CRTA LN FFH CN CCOI TVK CN MRO LN BN GOOGL	View
2022 Q3	Oct 19, 2022	Tidefall Capital Management	2.4%	6.9%	FFH CN	-			View
2022 Q4	Jan 25, 2023	Springview Capital Management	7.2%	-4.6%	BRK/A, FFH CN, HLT, MKL, WRB, WTM	-			View
2024 Q4	Jan 16, 2025	EdgePoint Global Portfolio	-	-	FFH CN, SAP GR	-			View
2024 Q4	Jan 11, 2025	Alphyn Capital Management	2.6%	16.9%	AHT LN, AMZN, DSGR, EXO NA, FFH CN, GDX, GOOG, KKR, MRO LN, PRX NA	-			View
2023 Q3	Sep 30, 2023	Diamond Hill International	5.7%	12.4%	4GNA GR, CFR SJ, CNQ, CPG LN, DNOPY, FFH CN, HDB, HWDN LN, K34 GR, SNN	-			View
2023 Q2	Jul 25, 2023	Diamond Hill International	5.7%	12.4%	5Y2 GR, EPIA SS, FFH CN, NTO AV, QMCO, SPOT	-			View
2024 Q1	Apr 24, 2024	East72 Dynasty Trust	6.3%	0.0%	142 HK, 45 HK, FFH CN	-			View
2024 Q1	Apr 21, 2022	Tidefall Capital Management	2.4%	6.9%	FFH CN	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 8, 2026	Fund Letters	James Hollier	Fairfax Financial Holdings Limited	Financials	Property & Casualty Insurance	Bull	Toronto Stock Exchange	Book Value, Decentralized Management, Hard Market, Insurance Float, interest rate sensitivity, ROE	View Pitch
Jan 8, 2026	Fund Letters	Jesse Flores	Fairfax Financial Holdings Limited	Financials	Property & Casualty Insurance	Bull	Toronto Stock Exchange	Bookvalue, Catastrophes, Reinsurance, Repurchases, underwriting	View Pitch
Nov 29, 2025	Fund Letters	Samer Hakoura	Fairfax Financial Holdings Limited	Financials	Property & Casualty Insurance	Bull	TSX	Allocation, Book Value, buybacks, combined ratio, Earnings-quality, ROE, underwriting	View Pitch
Nov 28, 2025	Fund Letters	Samer Hakoura	Fairfax Financial Holdings Limited	Financials	Property & Casualty Insurance	Bull	TSX	Allocation, Book Value, buybacks, combined ratio, Earnings-quality, ROE, underwriting	View Pitch

BSD Shareholders of FFH-CN

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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