Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
User

Prem Watsa

Fairfax Financial Holdings

Fairfax Financial Holdings Portfolio 13F

Prem Watsa Holdings Activity

Portfolio value:
$2.08B≈ (+$19M≈)
Previous value:
$2.06B≈
# of changes:
11
New positions:
2
Reported for:
31 Dec 2025 (Q4)
Latest filing date:
17 Feb 2026
Fairfax Financial Holdings has disclosed a total of 11 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 2, bought 2 totally new, decreased the number of shares of 4 and completely sold out 3 position(s).

What stocks did Prem Watsa buy in 2025 Q4?

During 2025 Q4 Prem Watsa has purchased 4 securities: (UAA) Under Armour Inc A (added shares +714.61%), (TAP) Molson Coors Brewing Co, CL-B (added shares +3.75%), (CNI) Canadian National Railway Company (new buy) and (PRTH) Priority Technology Holdings Inc (new buy).

What did Prem Watsa invest in during 2025 Q4?

Prem Watsa's top 5 holdings (by % of portfolio) were (ORLA) Orla Mining Ltd (20.33%), (UAA) Under Armour Inc A (12.19%), (OXY) Occidental Petroleum Corp (11.94%), (CVS) CVS Health Corp (10.33%) and (CLF) Cleveland-Cliffs Inc (9.49%).
In the 2025 Q4 report(s) the following changes have been made to the top investments: (ORLA) Orla Mining Ltd (reduced shares -44.00%) and (UAA) Under Armour Inc A (added shares +714.61%).

Warning: SEC insider reports detected for Fairfax Financial Holdings (real-time trades and ownership disclosures)

4 transactions as of 1 month ago

* 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.