Alphyn Capital Management’s second-quarter 2025 investor letter showed a Master Account return of 12.4% net compared to the S&P 500 Index’s 10.9%. Top ten holdings comprised 65% of the portfolio, with 17% in cash. Market volatility persisted due to tariff and interest rate changes.

In Q2 2025, Alphyn Capital Management highlighted Fairfax Financial Holdings Limited (OTC:FRFHF) in its investor letter. The company offers property and casualty insurance, reinsurance, and investment management services. Shares gained 55.38% over the last 52 weeks, closing at $1,803.38 per share on July 11, 2025.

Fairfax Financial Holdings Limited (OTC:FRFHF) saw significant growth in 2025, with net written premiums expanding due to hard-market pricing. The company’s float increased to $33 billion, leading to higher interest and dividend income. Steady associate earnings and underwriting profit positioned Fairfax to earn over $165 per share in 2025.

Fairfax Financial Holdings Limited (OTC:FRFHF) is not among the 30 most popular stocks among hedge funds. One hedge fund portfolio held FRFHF at the end of the first quarter. While the stock has potential, certain AI stocks offer greater upside with less downside risk. Explore more investor letters from hedge funds for insights.

Read more at Yahoo Finance: Fairfax Financial Holdings Limited (FRFHF) Achieved Significant Growth Through Strategic Underwriting and Investment