- Insider Monkey
Here’s Why Longleaf Partners Fund Sold Fairfax Financial Holdings Limited (FRFHF)
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” first quarter 2024 investor letter. A copy of the letter can be downloaded here. The fund returned 6.60% in the first quarter, compared to S&P’s 10.56% return and Russell 1000 Value’s 8.99% return. Strong performance across the portfolio holdings delivered significant reruns in the quarter […]
- Insider Monkey
Fairfax Financial Holdings Limited (PNK:FRFHF) Q1 2024 Earnings Call Transcript
Fairfax Financial Holdings Limited (PNK:FRFHF) Q1 2024 Earnings Call Transcript May 7, 2024 Fairfax Financial Holdings Limited isn’t one of the 30 most popular stocks among hedge funds at the end of the third quarter (see the details here). Operator: Good morning, and welcome to Fairfax’s 2024 First Quarter Results Conference Call. [Operator Instructions] And […]
- Insider Monkey
What Drives Fairfax Financial Holdings Ltd (FRFHF) to Sustainable Success?
Alphyn Capital Management, an investment management firm, released its first-quarter 2024 investor letter. A copy of the letter can be downloaded here. The Master Account of the fund returned 7.1% net in the first quarter compared to 10.6% for the S&P500 Index. As of March 31, 2024, the top ten holdings accounted for approximately 66% of […]
