Prem Watsa's Portfolio

Fairfax Financial Holdings 13F holdings

What is Prem Watsa's portfolio?

Fairfax Financial Holdings has disclosed a total of 29 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $1,942,669,475.

What stocks does Prem Watsa own?

In Prem Watsa's portfolio as of 31 Mar 2026, the top 5 holdings are (ORLA) ORLA MINING LTD (25.82%), (UAA) UNDER ARMOUR INC-CLASS A (13.06%), (CVS) CVS HEALTH CORP (10.03%), (KW) KENNEDY-WILSON HOLDINGS INC (7.43%) and (UA) UNDER ARMOUR INC-CLASS C (6.53%).

To see the historical data of Fairfax Financial Holdings's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Fairfax Financial Holdings's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $1,942M+
Period: 2026 Q1
Number of stock: 29
Update: 15 May 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ATS
ATS CORP
3.57%
2,486,400
$27.89
3.49% $26.92
$69,352,987
BNS
BANK OF NOVA SCOTIA
1.28%
359,100
$69.12
16.55% $80.56
$24,822,057
BRK.A
BERKSHIRE HATHAWAY INC CL-A
0.04%
1
$718,176.00
-
$718,176
BB
BLACKBERRY LTD
5.83%
34,980,220
$3.24
190.43% $9.41
$113,335,913
CNI
CANADIAN NATL RAILWAY CO
0.13%
24,800
$102.12
17.88% $120.38
$2,532,690
+25.25% (+5,000)
+0.03%
CPRI
CAPRI HOLDINGS LTD
0.07%
78,100
$17.64
6.97% $18.87
$1,377,684
CLF
CLEVELAND-CLIFFS INC
6.47%
14,899,273
$8.44
60.31% $13.53
$125,749,864
CIGI
COLLIERS INTERNATIONAL GROUP
0.13%
25,000
$104.26
6.81% $97.16
$2,606,499
+13.64% (+3,000)
+0.02%
CVS
CVS HEALTH CORP
10.03%
2,712,000
$71.82
33.57% $95.93
$194,775,840
GTX
GARRETT MOTION INC
0.17%
184,460
$18.17
75.89% $31.96
$3,351,638
-29.18% (-76,000)
-0.07%
GM
GENERAL MOTORS CO
1.44%
375,965
$74.50
10.21% $82.11
$28,009,392
HP
HELMERICH & PAYNE
2.18%
1,174,105
$36.03
3.97% $37.46
$42,303,003
IGT
INTERNATIONAL GAME TECHNOLOG
0.05%
68,733
$12.73
-
$874,971
+87.63% (+32,100)
+0.02%
JNJ
JOHNSON & JOHNSON
0.92%
73,400
$244.38
4.75% $232.77
$17,937,492
KW
KENNEDY-WILSON HOLDINGS INC
7.43%
13,322,009
$10.83
1.66% $11.01
$144,277,357
KHC
KRAFT HEINZ CO/THE
6.10%
5,268,200
$22.48
0.44% $22.58
$118,429,136
+2.91% (+149,200)
+0.17%
LULU
LULULEMON ATHLETICA INC
0.10%
12,500
$152.97
25.33% $114.23
$1,912,125
MX
MAGNACHIP SEMICONDUCTOR CORP
0.02%
125,000
$2.79
148.39% $6.93
$348,750
MRK
MERCK & CO INC
1.07%
172,900
$120.30
0.41% $120.79
$20,799,870
TAP
MOLSON COORS BEVERAGE CO - B
3.19%
1,438,500
$43.06
9.29% $39.06
$61,941,810
+7.47% (+100,000)
+0.22%
20 of 29

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
OXY
OCCIDENTAL PETROLEUM CORP
6,050,418
-12.80%
VOO
VANGUARD S&P 500 ETF
58,248
-1.88%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.