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Fairfax Financial Holdings Limited (FRFHF) Posted Solid Premium Growth And Underwriting Performance In Q2
Yahoo Financeยท2025-09-29 14:49

Core Insights - Chautauqua Capital Management's second quarter 2025 investor letter indicates a significant recovery in global equity markets after initial declines due to tariff announcements, with markets closing near all-time highs [1] - The Baird Chautauqua International Growth Fund underperformed its benchmark during this quarter [1] Company Performance - Fairfax Financial Holdings Limited (OTC:FRFHF) reported a one-month return of -0.03% and a 52-week gain of 36.74%, with shares closing at $1,720.66 and a market capitalization of $38.255 billion on September 26, 2025 [2] - Fairfax demonstrated solid premium growth and underwriting performance despite significant losses from the Los Angeles wildfires, achieving a 14% year-over-year growth in book value per share and returning capital to shareholders through share repurchases [3] Investment Sentiment - Fairfax Financial Holdings Limited is not among the 30 most popular stocks among hedge funds, with only one hedge fund holding its shares at the end of the second quarter [4] - While acknowledging Fairfax's potential, the company suggests that certain AI stocks may offer greater upside potential and lower downside risk [4]