Prem Watsa

Fairfax Financial

Prem Watsa (Fairfax Financial) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Prem Watsa (Fairfax Financial) portfolio page tracks Fairfax Financial holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Fairfax Financial owns and how disclosed positions change over time. Prem Watsa (Fairfax Financial)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Occidental Petroleum Corp (OXY), Under Armour, Inc. Class C Common Stock (UA), Orla Mining Ltd. (ORLA), Cleveland-Cliffs Inc. (CLF), and Under Armour Inc (UAA). Investors use Fairfax Financial 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Latest Holdings

HoldingReported ValueWeightSharesCurrent PriceEst. ValueReturn
Orla Mining Ltd.ORLA · Q1 2026$502M26%32M$12.17$387M-22.8%
Under Armour IncUAA · Q1 2026$254M13%43M$5.78$249M-2.03%
CVS Health CorpCVS · Q1 2026$195M10%2.7M$97.08$263M+35.2%
Kennedy-Wilson Holdings IncKW · Q1 2026$144M7.4%13M$11.01$147M+1.66%
Under Armour, Inc. Class C Common StockUA · Q1 2026$127M6.5%22M$5.64$124M-2.25%
Cleveland-Cliffs Inc.CLF · Q1 2026$126M6.5%15M$10.57$157M+25.2%
The Kraft Heinz CoKHC · Q1 2026$118M6.1%5.3M$23.70$125M+5.43%
BlackBerry LimitedBB · Q1 2026$113M5.8%35M$8.67$303M+167.6%
ATS CorporationATS · Q1 2026$69M3.6%2.5M$35.27$88M+26.4%
Molson Coors Beverage Company Class BTAP · Q1 2026$62M3.2%1.4M$41.87$60M-2.76%
Helmerich & Payne, Inc.HP · Q1 2026$42M2.2%1.2M$38.49$45M+6.83%
Taiwan Semiconductor Manufacturing Co LtdTSM · Q1 2026$32M1.6%94k$440.83$41M+30.4%
General Motors CoGM · Q1 2026$28M1.4%376k$83.77$31M+12.4%
Pfizer IncPFE · Q1 2026$28M1.4%991k$25.62$25M-8.73%
Bank Nova Scotia Halifax pfd 3 ordinary shares - 125 sharesBNS · Q1 2026$25M1.3%359k$80.93$29M+17.1%
The Wendy's CompanyWEN · Q1 2026$23M1.2%3.3M$7.49$24M+7.61%
Merck & Co IncMRK · Q1 2026$21M1.1%173k$119.52$21M-0.65%
Johnson & JohnsonJNJ · Q1 2026$18M0.9%73k$232.16$17M-5.00%
Garrett Motion Inc.GTX · Q1 2026$3.4M0.2%184k$33.66$6.2M+85.3%
Colliers International Group Inc.CIGI · Q1 2026$2.6M0.1%25k$96.22$2.4M-7.71%
Canadian National Railway Co (2)CNI · Q1 2026$2.5M0.1%25k$120.81$3.0M+18.3%
Lululemon Athletica IncLULU · Q1 2026$1.9M0.1%13k$131.04$1.6M-14.3%
Warner Bros. Discovery, Inc. - Series A Common StockWBD · Q1 2026$1.6M0.1%58k$27.20$1.6M-0.87%
Capri Holdings LimitedCPRI · Q1 2026$1.4M0.1%78k$19.73$1.5M+11.8%
International Game Technology PLCIGT · Q1 2026$875k0.0%69k$16.29$1.1M+28.0%
Penn National Gaming, Inc.PENN · Q1 2026$825k0.0%55k$19.09$1.0M+27.0%
Berkshire Hathaway Inc.BRK-A · Q1 2026$718k0.0%1$746,597.94$747k+3.96%
Magnachip Semiconductor CorporationMX · Q1 2026$349k0.0%125k$5.95$744k+113.3%
Priority Technology Holdings, Inc.PRTH · Q1 2026$333k0.0%71k$6.23$439k+32.0%