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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

31 changes from Prem Watsa (Fairfax Financial), filed 2025-08-14 for period end 2025-06-30.

$1.9B portfolio value
StockActionChangeCurrentPortfolio Impact
674599105
OCCIDENTAL PETROLEUM CORP
Reduced-$43.3M$254.1M2.31%
922908363
VANGUARD INDEX FUNDS
New$41.4M$41.4M2.21%
68634K106
ORLA MINING LTD
Increased$32.6M$559.6M1.74%
489398107
KENNEDY-WILSON HOLDINGS INC
Reduced-$25.0M$90.5M1.34%
500754106
KRAFT HEINZ CO
Increased$23.9M$126.1M1.28%
00217Y104
ATS CORP
Increased$18.3M$79.1M0.98%
60871R209
MOLSON COORS BEVERAGE CO
Reduced-$14.9M$58.6M0.79%
09228F103
BLACKBERRY LTD
Increased$11.1M$186.8M0.59%
185899101
CLEVELAND-CLIFFS INC
Reduced-$9.2M$113.2M0.49%
595112103
MICRON TECHNOLOGY INC
Sold out-$7.0M$00.37%
423452101
HELMERICH & PAYNE INC
Reduced-$5.4M$14.8M0.29%
904311107
UNDER ARMOUR INC
Increased$3.7M$43.0M0.20%
126650100
CVS HEALTH CORP
Increased$3.2M$187.0M0.17%
64149107
BANK OF NOVA SCOTIA
Increased$2.8M$19.8M0.15%
874039100
TAIWAN SEMICONDUCTOR MFG LTD
Reduced-$2.3M$21.2M0.12%
371901109
GENTEX CORP
Sold out-$2.0M$00.11%
58933Y105
MERCK & CO INC
Reduced-$1.8M$13.7M0.10%
707569109
PENN ENTERTAINMENT INC
New$981,063$981,0630.05%
478160104
JOHNSON & JOHNSON
Reduced-$972,550$11.2M0.05%
552953101
MGM RESORTS INTERNATIONAL
Sold out-$874,675$00.05%
37045V100
GENERAL MOTORS CO
Increased$819,603$18.5M0.04%
717081103
PFIZER INC
Reduced-$715,990$15.8M0.04%
366505105
GARRETT MOTION INC
Increased$645,243$3.2M0.03%
531914109
LIFEWAY FOODS INC
Increased$354,761$779,3840.02%
48251W104
KKR & CO INC
Increased$346,000$2.7M0.02%
194693107
COLLIERS INTL GROUP INC
Increased$226,583$2.8M0.01%
G1890L107
CAPRI HOLDINGS LTD
Reduced-$159,324$1.4M0.01%
351858105
FRANCO-NEVADA CORP
Increased$115,182$2.8M0.01%
05278C107
AUTOHOME INC
Reduced-$102,600$1.4M0.01%
84670108
BERKSHIRE HATHAWAY INC
Reduced-$70,272$728,1700.00%
55933J203
MAGNACHIP SEMICONDUCTOR CORP
Increased$67,500$496,2500.00%

Evidence

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Sold out25816109

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Warren Buffett (Berkshire Hathaway) filed a 13F change in 25816109 (25816109) on 2025-08-14, covering period end 2025-03-31.

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Sold out60505104

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Warren Buffett (Berkshire Hathaway) filed a 13F change in 60505104 (60505104) on 2025-08-14, covering period end 2025-03-31.

Prem Watsa (Fairfax Financial) disclosed sold out in GENTEX CORP | TradingNote AI