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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,318.21)
- $2,318.21 P/E (TTM): 7.8X Cap: $49.44B
- View FFH Profile
- View Questions on FFH
Markel Group Inc. (MKL $2,076.45)
- $2,076.45 P/E (TTM): 13.14X Cap: $26.18B
- View MKL Profile
- View Questions on MKL
Brookfield Corporation Class A Limited Voting Shares (BN $63.58)
- $63.58 P/E (TTM): 88.7X Cap: $142.75B
- View BN Profile
- View Questions on BN

Q: Do you consider all of these companies to be core holdings? Of the ones you consider to be core holdings, please rank them (highest first) and give some explanation for your choices. Much appreciated. ram

Asked by Ray on February 10, 2026

5i Research Answer:

We think all are fine. Our rank would be BN, FFH, MKL. In terms of 'core' though we would only consider BN. FFH is a nice cheap company but somewhat unique as a holding company and it can go through long periods where nothing much happens. It is a value investor with a portfolio of holdings. Earnings vary with the monetization of these assets. MKL is also decent and cheap at 15X earnings, but with no dividend and its much smaller size than the other two we would view it as 'less core' and not a hold-forever stock.

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