Fairfax Financial Holdings Ltd (FRFHF) Posted Impressive Fundamental Performance Despite a Modest Share Pullback

Core Insights - Alphyn Capital Management's Master Account returned 3.0% net in Q3 2025, underperforming the S&P 500 Index which returned 8.1% [1] - The top ten holdings represented approximately 68% of the portfolio, with around 17% held in cash as of Q3 2025 [1] - The market narrative was influenced by advancements in AI, credit cycles, and geopolitical uncertainties during the quarter [1] Company Focus: Fairfax Financial Holdings Limited - Fairfax Financial Holdings Limited (OTC:FRFHF) experienced a one-month return of -4.36% but saw a 32.30% increase in value over the past 52 weeks [2] - As of October 27, 2025, Fairfax's stock closed at $1,662.03 per share, with a market capitalization of $36.962 billion [2] - Fairfax's fundamental performance remains strong, with a 10.8% year-to-date increase in book value per share to $1,158, supported by a 93.3% combined ratio and robust investment results [3]