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 (2025 Q4) SEC 13F filing(s) with portfolio value of $2,083,409,107.

What stocks does Prem Watsa own?

In Prem Watsa's portfolio as of 31 Dec 2025, the top 5 holdings are (ORLA) ORLA MINING LTD (20.33%), (OXY) OCCIDENTAL PETROLEUM CORP (11.94%), (CVS) CVS HEALTH CORP (10.33%), (UAA) UNDER ARMOUR INC-CLASS A (10.01%) and (CLF) CLEVELAND-CLIFFS INC (9.49%).

To see the historical data of Fairfax Financial Holdings's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Fairfax Financial Holdings's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $2,083M+
Period: 2025 Q4
Number of stock: 29
Update: 17 Feb 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ATS
ATS CORP
3.28%
2,486,400
$27.46
1.97% $26.92
$68,282,019
BNS
BANK OF NOVA SCOTIA
1.27%
359,100
$73.76
9.22% $80.56
$26,488,048
BRK.A
BERKSHIRE HATHAWAY INC CL-A
0.04%
1
$753,250.00
-
$753,250
BB
BLACKBERRY LTD
6.35%
34,980,220
$3.78
148.94% $9.41
$132,225,232
-1.17% (-415,100)
-0.08%
CNI
CANADIAN NATL RAILWAY CO
0.09%
19,800
$99.00
21.60% $120.38
$1,960,139
buy
+0.09%
CPRI
CAPRI HOLDINGS LTD
0.09%
78,100
$24.40
22.66% $18.87
$1,905,640
CLF
CLEVELAND-CLIFFS INC
9.49%
14,899,273
$13.27
1.96% $13.53
$197,713,353
CIGI
COLLIERS INTERNATIONAL GROUP
0.15%
22,000
$145.07
33.02% $97.16
$3,191,465
CVS
CVS HEALTH CORP
10.33%
2,712,000
$79.35
20.89% $95.93
$215,197,200
GTX
GARRETT MOTION INC
0.22%
260,460
$17.43
83.36% $31.96
$4,539,818
-13.71% (-41,400)
-0.03%
GM
GENERAL MOTORS CO
1.47%
375,965
$81.33
0.96% $82.11
$30,577,233
HP
HELMERICH & PAYNE
1.62%
1,174,105
$28.67
30.66% $37.46
$33,661,590
IGT
INTERNATIONAL GAME TECHNOLOG
0.03%
36,633
$15.47
-
$566,713
JNJ
JOHNSON & JOHNSON
0.73%
73,400
$206.95
12.48% $232.77
$15,190,130
KW
KENNEDY-WILSON HOLDINGS INC
6.18%
13,322,009
$9.67
13.86% $11.01
$128,823,827
KHC
KRAFT HEINZ CO/THE
5.96%
5,119,000
$24.24
6.85% $22.58
$124,084,560
LULU
LULULEMON ATHLETICA INC
0.12%
12,500
$207.73
45.01% $114.23
$2,596,625
-50.00% (-12,500)
-0.12%
MX
MAGNACHIP SEMICONDUCTOR CORP
0.02%
125,000
$2.53
173.91% $6.93
$316,250
MRK
MERCK & CO INC
0.87%
172,900
$105.27
14.74% $120.79
$18,201,183
TAP
MOLSON COORS BEVERAGE CO - B
3.00%
1,338,500
$46.69
16.34% $39.06
$62,494,565
+3.75% (+48,429)
+0.11%
20 of 29

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
DLTR
DOLLAR TREE INC
44,380
-0.20%
FNV
FRANCO-NEVADA CORP
16,800
-0.18%
KKR
KKR & CO INC
20,000
-0.12%

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.