Prem Watsa (Fairfax Financial) disclosed reduced in ATS CORP
Prem Watsa (Fairfax Financial) filed a 13F change in ATS CORP (00217Y104) on 2025-11-14, covering period end 2025-09-30.
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 2025-11-14 for period end 2025-09-30.
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
185899101 CLEVELAND-CLIFFS INC | Increased | $68.5M | $181.8M | 3.32% |
68634K106 ORLA MINING LTD | Increased | $50.8M | $610.5M | 2.46% |
674599105 OCCIDENTAL PETROLEUM CORP | Increased | $31.8M | $285.9M | 1.54% |
489398107 KENNEDY-WILSON HOLDINGS INC | Increased | $20.4M | $110.8M | 0.99% |
126650100 CVS HEALTH CORP | Increased | $17.4M | $204.4M | 0.84% |
00217Y104 ATS CORP | Reduced | -$15.0M | $64.1M | 0.72% |
09228F103 BLACKBERRY LTD | Reduced | -$14.4M | $172.4M | 0.70% |
904311107 UNDER ARMOUR INC | Reduced | -$11.6M | $31.5M | 0.56% |
423452101 HELMERICH & PAYNE INC | Increased | $11.2M | $25.9M | 0.54% |
500754106 KRAFT HEINZ CO | Increased | $7.2M | $133.2M | 0.35% |
717081103 PFIZER INC | Increased | $6.9M | $22.7M | 0.34% |
922908363 VANGUARD INDEX FUNDS | Reduced | -$5.7M | $35.7M | 0.28% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $5.0M | $26.2M | 0.24% |
550021109 LULULEMON ATHLETICA INC | New | $4.4M | $4.4M | 0.22% |
37045V100 GENERAL MOTORS CO | Increased | $4.4M | $22.9M | 0.21% |
256746108 DOLLAR TREE INC | New | $4.2M | $4.2M | 0.20% |
64149107 BANK OF NOVA SCOTIA | Increased | $3.4M | $23.2M | 0.16% |
478160104 JOHNSON & JOHNSON | Increased | $2.4M | $13.6M | 0.12% |
05278C107 AUTOHOME INC | Sold out | -$1.4M | $0 | 0.07% |
351858105 FRANCO-NEVADA CORP | Increased | $986,128 | $3.7M | 0.05% |
366505105 GARRETT MOTION INC | Increased | $915,579 | $4.1M | 0.04% |
58933Y105 MERCK & CO INC | Increased | $831,649 | $14.5M | 0.04% |
531914109 LIFEWAY FOODS INC | Sold out | -$779,384 | $0 | 0.04% |
G4863A108 BRIGHTSTAR LOTTERY PLC | New | $631,919 | $631,919 | 0.03% |
194693107 COLLIERS INTL GROUP INC | Increased | $582,728 | $3.4M | 0.03% |
60871R209 MOLSON COORS BEVERAGE CO | Reduced | -$234,853 | $58.4M | 0.01% |
G1890L107 CAPRI HOLDINGS LTD | Increased | $173,382 | $1.6M | 0.01% |
55933J203 MAGNACHIP SEMICONDUCTOR CORP | Reduced | -$105,000 | $391,250 | 0.01% |
707569109 PENN ENTERTAINMENT INC | Increased | $75,762 | $1.1M | 0.00% |
48251W104 KKR & CO INC | Reduced | -$60,200 | $2.6M | 0.00% |
84670108 BERKSHIRE HATHAWAY INC | Increased | $24,930 | $753,100 | 0.00% |