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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

35 changes from Prem Watsa (Fairfax Financial), filed 2025-02-14 for period end 2024-12-31.

$1.6B portfolio value
StockActionChangeCurrentPortfolio Impact
126650100
CVS HEALTH CORP
New$121.7M$121.7M7.82%
68634K106
ORLA MINING LTD
Increased$85.1M$310.9M5.46%
500754106
KRAFT HEINZ CO
Increased$75.5M$101.8M4.85%
00217Y104
ATS CORP
Increased$72.2M$73.9M4.64%
60871R209
MOLSON COORS BEVERAGE CO
New$68.0M$68.0M4.37%
185899101
CLEVELAND-CLIFFS INC
New$55.5M$55.5M3.56%
09228F103
BLACKBERRY LTD
Increased$54.2M$176.6M3.48%
02079K305
ALPHABET INC
Sold out-$45.6M$02.93%
489398107
KENNEDY-WILSON HOLDINGS INC
Reduced-$14.0M$133.2M0.90%
674599105
OCCIDENTAL PETROLEUM CORP
Reduced-$12.8M$297.5M0.82%
423452101
HELMERICH & PAYNE INC
Increased$7.9M$24.8M0.51%
G1890L107
CAPRI HOLDINGS LTD
Reduced-$6.9M$1.6M0.45%
458140100
INTEL CORP
Sold out-$4.5M$00.29%
904311107
UNDER ARMOUR INC
Reduced-$4.0M$52.3M0.26%
717081103
PFIZER INC
Increased$3.9M$17.3M0.25%
64149107
BANK OF NOVA SCOTIA
Increased$3.5M$19.3M0.23%
874039100
TAIWAN SEMICONDUCTOR MFG LTD
Increased$3.4M$28.0M0.22%
37045V100
GENERAL MTRS CO
Increased$3.2M$20.0M0.20%
76131D103
RESTAURANT BRANDS INTL INC
Sold out-$3.0M$00.19%
58933Y105
MERCK & CO INC
Reduced-$2.4M$17.2M0.16%
595112103
MICRON TECHNOLOGY INC
Reduced-$1.6M$6.7M0.10%
478160104
JOHNSON & JOHNSON
Reduced-$1.3M$10.6M0.08%
87901J105
TEGNA INC
Sold out-$504,640$00.03%
194693107
COLLIERS INTL GROUP INC
Reduced-$498,990$3.3M0.03%
366505105
GARRETT MOTION INC
Increased$413,525$2.7M0.03%
48251W104
KKR & CO INC
Increased$410,780$3.5M0.03%
05278C107
AUTOHOME INC
Reduced-$365,040$1.4M0.02%
552953101
MGM RESORTS INTERNATIONAL
Reduced-$130,980$1.0M0.01%
351858105
FRANCO-NEVADA CORP
Reduced-$114,921$2.0M0.01%
55933J203
MAGNACHIP SEMICONDUCTOR CORP
Reduced-$81,250$501,2500.01%
371901109
GENTEX CORP
Reduced-$80,750$2.4M0.01%
761330109
REVANCE THERAPEUTICS INC
New$64,109$64,1090.00%
87241L109
TFI INTL INC
Reduced-$30,782$1.8M0.00%
9.8422E+107
XERIS BIOPHARMA HOLDINGS INC
Reduced-$13,319$472,1420.00%
84670108
BERKSHIRE HATHAWAY INC
Reduced-$10,415$679,8710.00%

Evidence

Related Cards

MB
Reduced47215P106

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in JD.COM INC (47215P106) on 2025-02-14, covering period end 2024-12-31.

MB
Reduced01609W102

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in ALIBABA GROUP HLDG LTD (01609W102) on 2025-02-14, covering period end 2024-12-31.

BB
Reduced790148100

Bruce Berkowitz

Bruce Berkowitz (Fairholme Capital) filed a 13F change in ST JOE CO (790148100) on 2025-02-14, covering period end 2024-12-31.

Prem Watsa (Fairfax Financial) disclosed reduced in KENNEDY-WILSON HOLDINGS INC | TradingNote AI