PW
Prem Watsa (Fairfax Financial) disclosed reduced in ORLA MINING LTD
Prem Watsa (Fairfax Financial) filed a 13F change in ORLA MINING LTD (68634K106) on 2026-02-17, covering period end 2025-12-31.
Action
Reduced
Capital
$423,610,745 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 2026-02-17 for period end 2025-12-31.
$2.1B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
68634K106 ORLA MINING LTD | Reduced | -$186.9M | $423.6M | 8.97% |
904311107 UNDER ARMOUR INC | Increased | $177.0M | $208.5M | 8.50% |
904311206 UNDER ARMOUR INC | New | $45.4M | $45.4M | 2.18% |
09228F103 BLACKBERRY LTD | Reduced | -$40.1M | $132.2M | 1.93% |
674599105 OCCIDENTAL PETROLEUM CORP | Reduced | -$37.2M | $248.7M | 1.79% |
489398107 KENNEDY-WILSON HOLDINGS INC | Increased | $18.0M | $128.8M | 0.86% |
185899101 CLEVELAND-CLIFFS INC | Increased | $15.9M | $197.7M | 0.77% |
126650100 CVS HEALTH CORP | Increased | $10.8M | $215.2M | 0.52% |
500754106 KRAFT HEINZ CO | Reduced | -$9.2M | $124.1M | 0.44% |
423452101 HELMERICH & PAYNE INC | Increased | $7.7M | $33.7M | 0.37% |
37045V100 GENERAL MOTORS CO | Increased | $7.7M | $30.6M | 0.37% |
256746108 DOLLAR TREE INC | Sold out | -$4.2M | $0 | 0.20% |
00217Y104 ATS CORP | Increased | $4.1M | $68.3M | 0.20% |
60871R209 MOLSON COORS BEVERAGE CO | Increased | $4.1M | $62.5M | 0.20% |
351858105 FRANCO-NEVADA CORP | Sold out | -$3.7M | $0 | 0.18% |
58933Y105 MERCK & CO INC | Increased | $3.7M | $18.2M | 0.18% |
64149107 BANK OF NOVA SCOTIA | Increased | $3.3M | $26.5M | 0.16% |
48251W104 KKR & CO INC | Sold out | -$2.6M | $0 | 0.12% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $2.3M | $28.5M | 0.11% |
136375102 CANADIAN NATIONAL RAILWAY CO | New | $2.0M | $2.0M | 0.09% |
550021109 LULULEMON ATHLETICA INC | Reduced | -$1.8M | $2.6M | 0.09% |
478160104 JOHNSON & JOHNSON | Increased | $1.6M | $15.2M | 0.08% |
922908363 VANGUARD INDEX FUNDS | Increased | $857,410 | $36.5M | 0.04% |
717081103 PFIZER INC | Reduced | -$507,813 | $22.2M | 0.02% |
366505105 GARRETT MOTION INC | Increased | $431,503 | $4.5M | 0.02% |
74275G107 PRIORITY TECH HOLDINGS INC | New | $383,520 | $383,520 | 0.02% |
G1890L107 CAPRI HOLDINGS LTD | Increased | $350,669 | $1.9M | 0.02% |
707569109 PENN ENTERTAINMENT INC | Reduced | -$247,599 | $809,226 | 0.01% |
194693107 COLLIERS INTL GROUP INC | Reduced | -$208,779 | $3.2M | 0.01% |
55933J203 MAGNACHIP SEMICONDUCTOR CORP | Reduced | -$75,000 | $316,250 | 0.00% |
G4863A108 BRIGHTSTAR LOTTERY PLC | Reduced | -$65,206 | $566,713 | 0.00% |
84670108 BERKSHIRE HATHAWAY INC | Increased | $150 | $753,250 | 0.00% |