Prem Watsa
Fairfax Financial Holdings
Fairfax Financial Holdings Portfolio 13F
Prem Watsa Holdings Activity
- Portfolio value:
- $2.06B≈ (+$193M≈)
- Previous value:
- $1.87B≈
- # of changes:
- 12
- New positions:
- 3
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 14 Nov 2025
Fairfax Financial Holdings has disclosed a total of 12 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 4, bought 3 totally new, decreased the number of shares of 3 and completely sold out 2 position(s).
What stocks did Prem Watsa buy in 2025 Q3?
During 2025 Q3 Prem Watsa has bought 7 securities out of which top 5 purchases (by % change to portfolio) were (KHC) Kraft Heinz Co (added shares +4.81%), (TAP) Molson Coors Brewing Co, CL-B (added shares +5.87%), (HP) Helmerich and Payne Inc (added shares +20.53%), (PFE) Pfizer Inc (added shares +36.87%) and (LULU) Lululemon Athletica Inc (new buy).
In the 2025 Q3 report(s) the following change has been made to the top investments: (BB) BlackBerry Ltd (reduced shares -13.21%).
Warning: SEC insider reports detected for Fairfax Financial Holdings (real-time trades and ownership disclosures)
4 transactions as of 1 month ago
12 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
BRIGHTSTAR LOTTERY PLC
|
new
|
+36,633
|
36,633
|
+0.03%
|
$17.25
|
-38.99%($10.52)
|
0.03%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Dollar Tree Inc
|
new
|
+44,380
|
44,380
|
+0.2%
|
$94.32
|
+31.77%($124.29)
|
0.20%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Lululemon Athletica Inc
|
new
|
+25,000
|
25,000
|
+0.22%
|
$177.82
|
-33.70%($117.90)
|
0.22%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Pfizer Inc
|
+36.87%
|
+240,000
|
890,900
|
+0.3%
|
$25.47
|
-2.81%($24.76)
|
1.10%
|
2020 Q4
|
≈ 5.00 years
|
|
|
|
Helmerich and Payne Inc
|
+20.53%
|
+200,000
|
1,174,105
|
+0.21%
|
$22.10
|
+54.07%($34.05)
|
1.26%
|
2016 Q4
|
≈ 9.00 years
|
|
|
|
Molson Coors Brewing Co, CL-B
|
+5.87%
|
+71,571
|
1,290,071
|
+0.16%
|
$45.24
|
-9.22%($41.07)
|
2.83%
|
2024 Q4
|
≈ 1.00 year
|
|
|
|
Kraft Heinz Co
|
+4.81%
|
+235,000
|
5,119,000
|
+0.3%
|
$26.03
|
|
6.45%
|
2024 Q3
|
≈ 1.25 years
|
|
|
|
Garrett Motion Inc
|
-0.82%
|
-2,500
|
301,860
|
-0%
|
$13.61
|
+121.82%($30.19)
|
0.20%
|
2021 Q2
|
≈ 4.50 years
|
|
|
|
BlackBerry Ltd
|
-13.21%
|
-5,389,380
|
35,395,320
|
-1.4%
|
$4.87
|
+71.66%($8.36)
|
8.35%
|
2016 Q4
|
≈ 9.00 years
|
|
|
|
Vanguard S&P 500 ETF
|
-20.10%
|
-14,652
|
58,248
|
-0.48%
|
$612.33
|
+10.62%($677.34)
|
1.73%
|
2025 Q2
|
≈ 0.50 years
|
|
* 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.