FRFFF FAIRFAX FINANCIAL HOLDINGS LTD/ CAN

BULLISH Impact: 6/10 6-K
Horizon weeks Filed May 29, 2026 Processed 16d 12h ago SEC 0001104659-26-068351
Notable filing: 6-K
Latest settled — T+5d
FRFFF ▲ 0.00% at T+5d
LONG call ✗ call lost 0.00% · α vs SPY +2.75% · entry $18.50 → $18.50
Next anchor: T+20d in 14d
Last close $18.13 (close Jun 12) · -1.99% from $18.50 entry
Entry anchored
May 29, 2026
via day open
T+1d
0.00%
call 0.00% · α -0.14%
$18.50
settled 14d ago
T+5d
0.00%
call 0.00% · α +2.75%
$18.50
settled 10d ago
T+20d
call — · α —
in 14d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Fairfax completed the sale of 67,618,981 common shares of Poseidon Corp. (the holding company for Seaspan Corporation) at $28.30 per share, generating aggregate proceeds of approximately $1.91 billion and a pre-tax realized gain of about $837 million. Following the sale, Fairfax retains a 22.2% equity stake in Poseidon, which will continue to be accounted for under the equity method.

Actionable Insight

The $1.91B cash infusion and $837M gain are material to Fairfax's book value and liquidity. Monitor for deployment of proceeds into new investments or share buybacks. The retained 22.2% stake keeps Fairfax exposed to Poseidon's performance, so watch for any subsequent filings regarding further sales or strategic moves.

Key Facts

  • Sale of 67,618,981 Poseidon common shares at $28.30/share
  • Aggregate proceeds of approximately $1.91 billion
  • Pre-tax realized gain of approximately $837 million
  • Fairfax retains 22.2% equity ownership in Poseidon
  • Remaining investment will continue under equity method accounting

Financial Impact

Realized pre-tax gain of $837 million on $1.91 billion in proceeds; reduces Fairfax's exposure to Poseidon/Seaspan by 23.1% of outstanding shares.

realized gainsinvestment portfolioequity method investments

Risk Factors

  • Retained 22.2% stake still exposes Fairfax to Poseidon/Seaspan's operational and market risks
  • Potential tax liabilities on the realized gain
  • Reinvestment risk: proceeds may not be deployed at attractive returns

Market Snapshot

Exchange
OTC
Sector
Fire, Marine & Casualty Insurance
Analyst Consensus
73% bullish (11 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001104659-26-068351
Document: tm2616030d1_6k.htm0001104659-26-068351
Document: 0001104659-26-068351-index-headers.html0001104659-26-068351
Document: 0001104659-26-068351-index.html0001104659-26-068351
Document: 0001104659-26-068351.txt0001104659-26-068351
7 reports for FRFFF
Performance horizon
Filters
Rows
Reports for FRFFF — sortable, filterable
Type Now
Jun 8, 2026
6d ago
6-K
NEUTRAL ★ 4/10
$18.50 awaiting T+1awaiting T+1$18.13 (−1.99%)
Jun 8, 2026
6d ago
6-K
BULLISH ★ 6/10
$18.50 awaiting T+1awaiting T+1$18.13 (−1.99%)
Jun 5, 2026
9d ago
6-K
NEUTRAL ★ 3/10
$18.50 awaiting T+1awaiting T+1$18.13 (−1.99%)
Jun 1, 2026
13d ago
6-K
NEUTRAL ★ 2/10
$18.50 $18.50· 0.00%▲ +0.72%$18.13 (−1.99%)
May 29, 2026
16d ago
6-K
BULLISH ★ 6/10
$18.50 $18.50· 0.00%▼ −0.14%$18.13 (−1.99%)
Apr 29, 2026
6w ago
6-K
NEUTRAL ★ 3/10
$18.40 $18.40· 0.00%▼ −0.22%$18.13 (−1.46%)
Apr 6, 2026
9w ago
6-K
NEUTRAL ★ 3/10
$18.73 $18.73· 0.00%▼ −0.06%$18.13 (−3.17%)
Showing 7 of 7

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