Prem Watsa
Fairfax Financialas of 2026 Q1· $1.94B portfolio · 29 positions
Portfolio value · last 8 quarters · $1.18B → $1.94B
Public data (SEC 13F-HR filings). A quarter-end snapshot disclosed up to ~45 days late, long U.S. equity positions only (no shorts or options) — not real-time holdings, and not investment advice.
Latest quarter holdings
| Stock | Value | Weight | QoQ |
|---|---|---|---|
| ORLA MINING LTD | $501.58M | 25.8% | Hold |
| UAA | $253.71M | 13.1% | Hold |
| CVS | $194.78M | 10.0% | Hold |
| KENNEDY-WILSON HOLDINGS INC | $144.28M | 7.4% | Hold |
| UA | $126.93M | 6.5% | Add +133% |
| CLF | $125.75M | 6.5% | Hold |
| KHC | $118.43M | 6.1% | Hold |
| BB | $113.34M | 5.8% | Hold |
| ATS | $69.35M | 3.6% | Hold |
| TAP | $61.94M | 3.2% | Add +7% |
| HP | $42.30M | 2.2% | Hold |
| TSM | $31.68M | 1.6% | Hold |
| GM | $28.01M | 1.4% | Hold |
| PFE | $27.81M | 1.4% | Add +11% |
| BNS | $24.82M | 1.3% | Hold |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.