Prem Watsa's Fairfax Financial Holdings Stock Picks, Berkshire Hathaway's Portfolio, New Investments, & Sold Out Holdings as of June 30, 2013

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Company Name Symbol 6/30/13 Mrkt Value ('000) Portfolio Weight 6/30 #Shares 6/30 Price 3/31/13 #Shares 3/31 Price Change in investment Pct Change of #Shares
BALDWIN AND LYONS INC BWINB 23,461 0.94% 969,875 24.19 969,875 23.76 No change 0.00%
BCE INC BCE 10,966 0.44% 268,300 40.87 268,300 46.66 No change 0.00%
BERKSHIRE HATHAWAY INC NEW BRK.B 2,360 0.10% 21,100 111.85 20,100 104.03 Add 4.98%
BERKSHIRE HATHAWAY INC NEW BRK.A 1,008 0.04% 6 168,000.00 6 156,000.00 No change 0.00%
BRISTOL MYERS SQUIBB CO BMY 0 0.00% 0 0.00 7,000 41.14 Sold out -100.00%
CFS BANCORP INC CITZ 107 0.00% 10,000 10.70 10,000 7.90 No change 0.00%
CITIGROUP INC C 959 0.04% 20,000 47.95 20,000 44.25 No change 0.00%
CNINSURE INC CISG 270 0.01% 45,000 6.00 45,000 6.00 No change 0.00%
COOPER TIRE AND RUBBER CO CTB 232 0.01% 7,000 33.14 0 0.00 New investment 100.00%
CRESUD SACIFYA CRESY 5,365 0.22% 723,012 7.42 723,012 9.39 No change 0.00%
DELL INC DELL 119,568 4.81% 8,976,589 13.32 8,976,589 14.31 No change 0.00%
DEX MEDIA INC NEW c25213A107 2,810 0.11% 159,198 17.65 0 0.00 New investment 100.00%
EXCO RESOURCES INC XCO 82,605 3.33% 10,812,200 7.64 10,812,200 7.13 No change 0.00%
HEWLETT PACKARD CO HPQ 233 0.01% 9,400 24.79 20,400 23.82 Reduce -53.92%
HOLOGIC INC HOLX 386 0.02% 20,000 19.30 20,000 22.60 No change 0.00%
INTEL CORP c458140Ad2 12,513 0.50% 11,500,000 1.09 11,500,000 1.06 No change 0.00%
INTERNATIONAL BUSINESS MACHINES CORP IBM 229 0.01% 1,200 190.83 0 0.00 New investment 100.00%
JOHNSON AND JOHNSON JNJ 507,931 20.45% 5,915,800 85.86 5,941,600 81.47 Reduce -0.43%
KENNEDY WILSON HOLDINGS INC KW 6,656 0.27% 400,000 16.64 400,000 15.49 No change 0.00%
LEVEL 3 COMMUNICATIONS INC c52729Nbp4 87,281 3.51% 75,000,000 1.16 75,000,000 1.17 No change 0.00%
LEVEL 3 COMMUNICATIONS INC LVLT 254,594 10.25% 12,071,803 21.09 12,931,094 20.28 Reduce -6.65%
MBIA INC MBI 399 0.02% 30,000 13.30 30,000 10.27 No change 0.00%
Merck & Co., Inc. MRK 557 0.02% 12,000 46.42 8,000 44.25 Add 50.00%
NAM TAI ELECTRONICS INC NTE 196 0.01% 35,000 5.60 35,000 13.60 No change 0.00%
NEW ORIENTAL EDUCATION AND TECHNOLOGY GROUP INC EDU 246 0.01% 11,100 22.16 22,200 17.97 Reduce -50.00%
NEW YORK COMMUNITY BANCORP INC NYCB 559 0.02% 40,000 13.98 40,000 14.35 No change 0.00%
NEW YORK TIMES CO NYT 773 0.03% 70,000 11.04 50,000 9.80 Add 40.00%
NOVADAQ TECHNOLOGIES INC NVDQ 0 0.00% 0 0.00 2,358,487 9.89 Sold out -100.00%
OLD REPUBLIC INTERNATIONAL CORP ORI 578 0.02% 45,000 12.84 45,000 12.71 No change 0.00%
OVERSTOCK COM INC OSTK 89,681 3.61% 3,184,677 28.16 3,388,774 12.29 Reduce -6.02%
PATTERSON UTI ENERGY INC PTEN 368 0.01% 19,000 19.37 19,000 23.84 No change 0.00%
PFIZER INC PFE 6,592 0.27% 235,000 28.05 235,000 28.84 No change 0.00%
PROVIDENT NEW YORK BANCORP PBNY 233 0.01% 25,000 9.32 25,000 9.04 No change 0.00%
RESEARCH IN MOTION LTD BBRY 541,486 21.80% 51,854,700 10.44 51,854,700 14.44 No change 0.00%
Resolute Forest Products, Inc. RFP 381,078 15.34% 28,957,327 13.16 24,776,519 16.18 Add 16.87%
RYANAIR HOLDINGS PLC RYAAY 9,770 0.39% 189,900 51.45 189,900 41.80 No change 0.00%
SANDRIDGE ENERGY INC SD 154,200 6.21% 32,463,200 4.75 32,463,200 5.26 No change 0.00%
SLM CORPORATION SLM 457 0.02% 20,000 22.85 25,000 20.48 Reduce -20.00%
SUPERMEDIA INC SPMD 0 0.00% 0 0.00 362,974 3.83 Sold out -100.00%
ULTRA PETROLEUM CORP UPL 265 0.01% 13,400 19.78 33,400 20.06 Reduce -59.88%
US BANCORP USB 105,141 4.23% 2,909,279 36.14 2,909,279 33.90 No change 0.00%
USG CORP USG 987 0.04% 42,800 23.06 42,800 26.45 No change 0.00%
WALMART STORES INC WMT 16,388 0.66% 220,000 74.49 220,000 74.76 No change 0.00%
WELLS FARGO AND COMPANY WFC 54,614 2.20% 1,323,663 41.26 1,323,663 36.96 No change 0.00%
ZHONGPIN INC HOGS 0 0.00% 0 0.00 37,500 12.91 Sold out -100.00%
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