PW
Prem Watsa (Fairfax Financial) disclosed increased in CVS HEALTH CORP
Prem Watsa (Fairfax Financial) filed a 13F change in CVS HEALTH CORP (126650100) on 2025-05-15, covering period end 2025-03-31.
Action
Increased
Capital
$183,765,120 current disclosed value
Institutional 13F Signals1 evidence source
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
32 changes from Prem Watsa (Fairfax Financial), filed 2025-05-15 for period end 2025-03-31.
$1.8B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
68634K106 ORLA MINING LTD | Increased | $216.1M | $527.0M | 11.71% |
185899101 CLEVELAND-CLIFFS INC | Increased | $67.0M | $122.5M | 3.63% |
126650100 CVS HEALTH CORP | Increased | $62.0M | $183.8M | 3.36% |
489398107 KENNEDY-WILSON HOLDINGS INC | Reduced | -$17.7M | $115.5M | 0.96% |
00217Y104 ATS CORP | Reduced | -$13.1M | $60.8M | 0.71% |
904311107 UNDER ARMOUR INC | Reduced | -$12.9M | $39.4M | 0.70% |
60871R209 MOLSON COORS BEVERAGE CO | Increased | $5.5M | $73.5M | 0.30% |
423452101 HELMERICH & PAYNE INC | Reduced | -$4.6M | $20.2M | 0.25% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$4.5M | $23.5M | 0.24% |
37045V100 GENERAL MOTORS CO | Reduced | -$2.4M | $17.7M | 0.13% |
64149107 BANK OF NOVA SCOTIA | Reduced | -$2.2M | $17.0M | 0.12% |
87241L109 TFI INTL INC | Sold out | -$1.8M | $0 | 0.10% |
58933Y105 MERCK & CO INC | Reduced | -$1.7M | $15.5M | 0.09% |
478160104 JOHNSON & JOHNSON | Increased | $1.6M | $12.2M | 0.08% |
48251W104 KKR & CO INC | Reduced | -$1.2M | $2.3M | 0.06% |
09228F103 BLACKBERRY LTD | Reduced | -$934,494 | $175.7M | 0.05% |
717081103 PFIZER INC | Reduced | -$787,589 | $16.5M | 0.04% |
194693107 COLLIERS INTL GROUP INC | Reduced | -$708,330 | $2.6M | 0.04% |
351858105 FRANCO-NEVADA CORP | Increased | $686,685 | $2.6M | 0.04% |
9.8422E+107 XERIS BIOPHARMA HOLDINGS INC | Sold out | -$472,142 | $0 | 0.03% |
371901109 GENTEX CORP | Reduced | -$462,400 | $2.0M | 0.03% |
531914109 LIFEWAY FOODS INC | New | $424,623 | $424,623 | 0.02% |
500754106 KRAFT HEINZ CO | Increased | $407,840 | $102.2M | 0.02% |
595112103 MICRON TECHNOLOGY INC | Increased | $217,600 | $7.0M | 0.01% |
366505105 GARRETT MOTION INC | Reduced | -$197,834 | $2.5M | 0.01% |
552953101 MGM RESORTS INTERNATIONAL | Reduced | -$147,205 | $874,675 | 0.01% |
84670108 BERKSHIRE HATHAWAY INC | Increased | $118,571 | $798,442 | 0.01% |
G1890L107 CAPRI HOLDINGS LTD | Reduced | -$103,092 | $1.5M | 0.01% |
05278C107 AUTOHOME INC | Increased | $96,120 | $1.5M | 0.01% |
55933J203 MAGNACHIP SEMICONDUCTOR CORP | Reduced | -$72,500 | $428,750 | 0.00% |
761330109 REVANCE THERAPEUTICS INC | Sold out | -$64,109 | $0 | 0.00% |
674599105 OCCIDENTAL PETROLEUM CORP | Reduced | -$60,204 | $297.4M | 0.00% |