Prem Watsa - Fairfax Financial Holdings 13F portfolio
Latest 13F filing: Q2 2026, filed with the SEC on Aug 14, 2026. 32 holdings worth $2.6B.
Changes since Q1 2026: 6 new, 7 added to, 2 trimmed, 3 sold out.
| Stock | Name | Shares | Value | % of portfolio | Change since Q1 2026 | |
|---|---|---|---|---|---|---|
| ORLA | ORLA MINING LTD | 58,399,504 | $568,456,141 | 21.5% | Added 83.5% | History |
| EGO | Eldorado Gold Corporation | 13,746,506 | $427,001,600 | 16.2% | New | History |
| KHC | KRAFT HEINZ CO/THE | 14,306,500 | $337,633,400 | 12.8% | Added 171.6% | History |
| UAA | Under Armour, Inc | 45,356,965 | $289,831,006 | 11.0% | Added 5.5% | History |
| CVS | CVS Health Corporation | 2,712,000 | $280,502,160 | 10.6% | No change | History |
| CLF | Cleveland-Cliffs Inc | 14,899,273 | $139,904,173 | 5.30% | No change | History |
| UA | Under Armour, Inc | 21,999,128 | $136,614,585 | 5.18% | No change | History |
| TAP | Molson Coors Beverage Company | 1,994,500 | $77,665,830 | 2.94% | Added 38.7% | History |
| ATS | ATS Corporation | 2,486,400 | $70,487,018 | 2.67% | No change | History |
| WENDYS CO | WENDYS CO | 8,005,627 | $66,286,592 | 2.51% | Added 144.9% | History |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd | 93,700 | $44,684,593 | 1.69% | No change | History |
| HP | Helmerich & Payne, Inc | 1,174,105 | $38,451,939 | 1.46% | No change | History |
| BNS | BANK OF NOVA SCOTIA | 359,100 | $31,165,804 | 1.18% | No change | History |
| GM | GENERAL MOTORS CO | 375,965 | $28,971,863 | 1.10% | No change | History |
| PFE | Pfizer, Inc | 1,043,900 | $25,116,234 | 0.95% | Added 5.3% | History |
| MRK | Merck & Company, Inc | 172,900 | $22,198,631 | 0.84% | No change | History |
| JNJ | Johnson & Johnson | 73,400 | $18,640,664 | 0.71% | No change | History |
| KSPI | JSC KASPI.KZ ADR | 106,000 | $9,175,360 | 0.35% | New | History |
| RCI | Rogers Communication, Inc | 150,200 | $4,870,979 | 0.18% | New | History |
| GTX | Garrett Motion Inc | 102,783 | $3,722,800 | 0.14% | Trimmed 44.3% | History |
| CNI | CANADIAN NATL RAILWAY CO | 24,800 | $2,952,402 | 0.11% | No change | History |
| CIGI | Colliers International Group Inc | 25,000 | $2,325,991 | 0.09% | No change | History |
| WBD | Warner Bros. Discovery, Inc | 81,900 | $2,179,359 | 0.08% | Added 41.5% | History |
| DPZ | Domino's Pizza Inc | 7,230 | $2,139,502 | 0.08% | New | History |
| CPRI | Capri Holdings Limited | 78,100 | $1,450,317 | 0.05% | No change | History |
| LULU | lululemon athletica inc | 12,500 | $1,426,750 | 0.05% | No change | History |
| PENN | PENN Entertainment, Inc | 54,900 | $1,173,762 | 0.04% | No change | History |
| EA | Electronic Arts Inc | 5,100 | $1,045,449 | 0.04% | New | History |
| BRK.A | Berkshire Hathaway Inc | 1 | $748,836 | 0.03% | No change | History |
| BRSL | Brightstar Lottery PLC Trading under the Legal Name to begin at the market open on July 21, 2025 | 68,733 | $737,505 | 0.03% | No change | History |
| CEMENTOS PACASMAYO S A A | CEMENTOS PACASMAYO S A A | 50,000 | $594,500 | 0.02% | New | History |
| MX | Magnachip Semiconductor Corporation | 62,500 | $296,250 | 0.01% | Trimmed 50.0% | History |
Sold out in Q2 2026: KENNEDY-WILSON HLDGS INC, BB, PRTH.
Source: SEC Form 13F filing.