Prem Watsa
Fairfax Financialas of 2026 Q2· $2.64B portfolio · 32 positions
Portfolio value · last 8 quarters · $1.10B → $2.64B
Public data (SEC 13F-HR filings). A quarter-end snapshot disclosed up to ~45 days late, long U.S. equity positions only (no shorts or options) — not real-time holdings, and not investment advice.
Latest quarter holdings
| Stock | Value | Weight | QoQ |
|---|---|---|---|
| ORLA MINING LTD | $568.46M | 21.5% | Add +84% |
| EGO | $427.00M | 16.2% | New |
| KHC | $337.63M | 12.8% | Add +172% |
| UAA | $289.83M | 11.0% | Add +5% |
| CVS | $280.50M | 10.6% | Hold |
| CLF | $139.90M | 5.3% | Hold |
| UA | $136.61M | 5.2% | Hold |
| TAP | $77.67M | 2.9% | Add +39% |
| ATS | $70.49M | 2.7% | Hold |
| WEN | $66.29M | 2.5% | Add +145% |
| TSM | $44.68M | 1.7% | Hold |
| HP | $38.45M | 1.5% | Hold |
| BNS | $31.17M | 1.2% | Hold |
| GM | $28.97M | 1.1% | Hold |
| PFE | $25.12M | 1.0% | Add +5% |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.