Prem Watsa's Portfolio

Fairfax Financial Holdings 13F holdings

What is Prem Watsa's portfolio?

Fairfax Financial Holdings has disclosed a total of 28 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $1,871,536,343.

What stocks does Prem Watsa own?

In Prem Watsa's portfolio as of 30 Jun 2025, the top 5 holdings are (ORLA) ORLA MINING LTD (29.90%), (OXY) OCCIDENTAL PETROLEUM CORP (13.58%), (CVS) CVS HEALTH CORP (9.99%), (BB) BLACKBERRY LTD (9.98%) and (KHC) KRAFT HEINZ CO/THE (6.74%).

To see the historical data of Fairfax Financial Holdings's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see Fairfax Financial Holdings's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $1,871M+
Period: 2025 Q2
Number of stock: 28
Update: 14 Aug 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ATS
ATS CORP
4.23%
2,486,400
$31.81
13.43% $27.54
$79,102,548
ATHM
AUTOHOME INC-ADR
0.07%
54,000
$25.79
13.84% $29.36
$1,392,660
BNS
BANK OF NOVA SCOTIA
1.06%
359,100
$55.21
4.39% $57.63
$19,825,117
BRK.A
BERKSHIRE HATHAWAY INC CL-A
0.04%
1
$728,170.00
0.86% $734,405.00
$728,170
BB
BLACKBERRY LTD
9.98%
40,784,700
$4.58
17.90% $3.76
$186,793,926
-12.71% (-5,940,000)
-1.45%
CPRI
CAPRI HOLDINGS LTD
0.07%
78,100
$17.69
21.48% $21.49
$1,381,589
CLF
CLEVELAND-CLIFFS INC
6.05%
14,899,273
$7.60
37.37% $10.44
$113,234,475
CIGI
COLLIERS INTERNATIONAL GROUP
0.15%
22,000
$128.07
30.81% $167.53
$2,817,516
CVS
CVS HEALTH CORP
9.99%
2,712,000
$68.94
3.42% $71.30
$186,965,280
FNV
FRANCO-NEVADA CORP
0.15%
16,800
$163.85
12.97% $185.10
$2,752,639
GTX
GARRETT MOTION INC
0.17%
304,360
$10.49
27.17% $13.34
$3,192,736
GM
GENERAL MOTORS CO
0.99%
375,965
$49.19
18.66% $58.37
$18,493,718
HP
HELMERICH & PAYNE
0.79%
974,105
$15.16
24.80% $18.92
$14,767,432
+25.84% (+200,000)
+0.16%
JNJ
JOHNSON & JOHNSON
0.60%
73,400
$152.63
17.47% $179.29
$11,203,042
KW
KENNEDY-WILSON HOLDINGS INC
4.83%
13,322,009
$6.79
25.18% $8.50
$90,456,441
KKR
KKR & CO INC
0.14%
20,000
$132.91
6.67% $141.77
$2,658,200
KHC
KRAFT HEINZ CO/THE
6.74%
4,884,000
$25.81
8.72% $28.06
$126,056,040
+45.40% (+1,525,000)
+2.10%
LWAY
LIFEWAY FOODS INC
0.04%
31,618
$24.65
28.72% $31.73
$779,384
+82.06% (+14,251)
+0.02%
MX
MAGNACHIP SEMICONDUCTOR CORP
0.03%
125,000
$3.97
28.46% $2.84
$496,250
MRK
MERCK & CO INC
0.73%
172,900
$79.10
10.46% $87.37
$13,676,390
20 of 28

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
GNTX
GENTEX CORP
85,000
-0.11%
MGM
MGM RESORTS INTERNATIONAL
29,500
-0.05%
MU
MICRON TECHNOLOGY INC
80,000
-0.37%

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.