Fairfax Financial Holdings TSM trades
Prem Watsa
Prem Watsa Taiwan Semiconductor Manufacturing stake
total: 291
Trades details
- Total transactions:
- 8
- New positions:
- 1
- Added:
- 4
- Reduced:
- 3
- Held since:
- 2017 Q3
- Held for:
- 36 quarters
- Latest activity:
- 2025 Q2
According to 2026 Q2 report, Prem Watsa holds 93,700 Taiwan Semiconductor Manufacturing (TSM) shares with a market value of roughly $44.68M accounting for 1.69% of the overall portfolio. To date, the estimated cost basis is nearly $84.96 for "buy" trades and estimated average "sell" price is $201.28. Fairfax Financial Holdings first purchased TSM in 2017 Q3, initially acquiring 29,000 shares. Since the initial investment in Taiwan Semiconductor Manufacturing (TSM), Fairfax Financial Holdings has made 7 more transactions.
When did Prem Watsa buy Taiwan Semiconductor Manufacturing (TSM)?
Prem Watsa first invested in Taiwan Semiconductor Manufacturing (TSM) in 2017 Q3 at the reported quarter-end price of $37.55 per share.
What's the cost basis of Fairfax Financial Holdings's TSM stake?
The estimated cost basis for Taiwan Semiconductor Manufacturing (TSM) stake is around $84.96 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $84.96
- Weighted AVG sell price:
- $201.28
Prem Watsa's historical trades in Taiwan Semiconductor Manufacturing
8 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q2
|
1.13%
|
93,700
|
$226.35
|
$21,208,995
|
-33.87% (-48,000)
|
-0.59%
|
|
2024 Q2
|
2.08%
|
141,700
|
$173.83
|
$24,631,711
|
+51.23% (+48,000)
|
+0.71%
|
|
2023 Q2
|
0.50%
|
93,700
|
$100.89
|
$9,453,393
|
-4.87% (-4,800)
|
-0.03%
|
|
2022 Q4
|
0.18%
|
98,500
|
$74.49
|
$7,337,265
|
+5.12% (+4,800)
|
+0.01%
|
|
2020 Q3
|
0.43%
|
$81.07
|
-6.02% (-6,000)
|
|||
|
2020 Q1
|
0.33%
|
$47.79
|
+85.66% (+46,000)
|
|||
|
2019 Q2
|
0.09%
|
$39.16
|
+85.17% (+24,700)
|
|||
|
2017 Q3
|
0.09%
|
$37.55
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.