Prem Watsa Holdings Activity

Fairfax Financial Holdings Portfolio 13F

Fairfax Financial Holdings has disclosed a total of 9 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 3, bought 1 totally new, decreased the number of shares of 2 and completely sold out 3 position(s).

What stocks is Prem Watsa buying now?

In the recent quarter Prem Watsa has purchased 4 securities: (CLF) CLEVELAND-CLIFFS INC (added shares +152.56%), (KHC) KRAFT HEINZ CO/THE (added shares +1.36%), (TAP) MOLSON COORS BEVERAGE CO - B (added shares +1.69%) and (LWAY) LIFEWAY FOODS INC (new buy).

What does Prem Watsa invest in?

Prem Watsa's top 5 holdings (by % of portfolio) are (ORLA) ORLA MINING LTD (28.57%), (OXY) OCCIDENTAL PETROLEUM CORP (16.12%), (CVS) CVS HEALTH CORP (9.96%), (BB) BLACKBERRY LTD (9.52%) and (CLF) CLEVELAND-CLIFFS INC (6.64%).

In the latest report(s) the following change has been made to the top investments: (CLF) CLEVELAND-CLIFFS INC (added shares +152.56%).

2021 Q3 (24 results)
DVN
buy
+11,600
+0.01%
$35.52
3.65% $34.22
0.01%
PPD
buy
+16,500
+0.03%
$46.79
1.05% $47.28
0.00%
GE
buy
+173,862
+0.58%
$102.99
162.46% $270.31
0.58%
CNNE
buy
+40,000
+0.04%
$31.10
30.42% $21.64
0.04%
INSW
buy
+572,954
+0.34%
$18.23
125.56% $41.12
0.34%
SOLY
buy
+34,500
+0.02%
$20.38
10.81% $22.58
0.00%
PXD
buy
+1,420
+0.01%
$166.50
61.93% $269.62
0.01%
BABA
buy
+35,800
+0.17%
$148.02
19.36% $119.36
0.17%
TRIL
buy
+341,000
+0.20%
$17.57
4.96% $18.44
0.00%
PNM
buy
+27,951
+0.05%
$49.48
15.58% $41.77
0.00%
KSU
+100.00%
+2,400
+0.02%
$270.83
8.40% $293.59
0.00%
HRB
+45.40%
+350,000
+0.29%
$25.00
120.12% $55.03
0.91%
MCFT
+3.19%
+10,500
+0.01%
$25.02
18.63% $20.36
0.28%
ATCO
+0.05%
+48,563
+0.02%
$15.19
1.91% $15.48
49.53%
CHNG
-3.71%
-1,157
-0.00%
$20.92
31.41% $27.49
0.02%
VOO
-29.61%
-3,350
-0.04%
$394.57
47.99% $583.92
0.10%
OGN
-100.00%
-17,290
-0.02%
$30.25
66.48% $10.14
0.00%
KLIC
-100.00%
-24,000
-0.05%
$61.21
43.05% $34.86
0.00%
DK
-100.00%
-70,000
-0.05%
$21.61
8.59% $23.47
0.00%
LUMN
-100.00%
-1,425,000
-0.63%
$13.59
66.23% $4.59
0.00%
DSSI
-100.00%
-1,034,681
-0.34%
$9.97
2.81% $9.69
0.00%
NWPX
-100.00%
-43,000
-0.04%
$28.26
52.54% $43.10
0.00%
GE
-100.00%
-173,863
-0.61%
$107.68
151.03% $270.31
0.00%
BKNG
-100.00%
-3,500
-0.25%
$2,186.00
155.75% $5,590.77
0.00%
24 of 914

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.