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%).

2020 Q4 (33 results)
CLGX
buy
+6,272
+0.04%
$77.32
-
0.00%
MRK
buy
+109,995
+0.45%
$81.80
3.46% $78.97
0.45%
UA
buy
+53,440
+0.04%
$14.88
57.51% $6.32
0.04%
BAM
buy
+35,000
+0.06%
$41.26
39.44% $57.53
0.06%
WW
buy
+41,000
+0.04%
$24.39
98.97% $0.25
0.04%
IMAX
buy
+87,300
+0.07%
$18.02
53.42% $27.65
0.07%
CBMG
buy
+8,600
+0.01%
$18.37
-
0.00%
PFE
buy
+300,900
+0.49%
$36.81
36.57% $23.35
0.49%
LBRDK
buy
+6,380
+0.04%
$158.31
40.52% $94.16
0.04%
DENN
buy
+49,820
+0.06%
$14.68
72.55% $4.03
0.06%
LTRPA
+187.29%
+613,275
+0.13%
$4.34
94.01% $0.26
0.20%
HP
+88.34%
+200,000
+0.21%
$23.16
27.67% $16.75
0.44%
DK
+75.00%
+30,000
+0.02%
$16.07
18.97% $19.12
0.05%
GOOGL
+21.85%
+37,200
+0.23%
$87.54
98.40% $173.68
1.30%
LORL
+16.09%
+14,000
+0.01%
$20.98
97.90% $41.52
0.09%
ATCO
+0.24%
+237,600
+0.11%
$10.83
42.94% $15.48
47.98%
LUMN
-4.75%
-112,000
-0.05%
$9.75
59.59% $3.94
0.00%
KKR
-11.11%
-5,000
-0.01%
$40.50
204.69% $123.40
0.07%
KLIC
-21.79%
-15,980
-0.02%
$31.80
4.30% $33.17
0.09%
NWPX
-21.82%
-10,560
-0.02%
$28.30
39.85% $39.58
0.05%
DAR
-22.86%
-4,800
-0.01%
$57.65
46.66% $30.75
0.04%
LHCG
-34.48%
-1,000
-0.01%
$213.16
20.34% $169.81
0.00%
ZBRA
-100.00%
-1,900
-0.02%
$252.11
17.16% $295.36
0.00%
NTES
-100.00%
-49,299
-0.29%
$90.84
39.83% $127.02
0.00%
GIL
-100.00%
-573,050
-0.64%
$19.66
143.28% $47.83
0.00%
CULP
-100.00%
-78,000
-0.04%
$12.29
66.57% $4.11
0.00%
OSB
-100.00%
-30,000
-0.04%
$29.33
-
0.00%
IMMU
-100.00%
-8,500
-0.03%
$84.94
-
0.00%
FIT
-100.00%
-2,150,000
-0.67%
$6.96
-
0.00%
SAFT
-100.00%
-4,290
-0.02%
$68.94
16.09% $80.03
0.00%
INWK
-100.00%
-130,000
-0.02%
$2.99
-
0.00%
GLIBA
-100.00%
-8,800
-0.04%
$82.00
-
0.00%
CETV
-100.00%
-230,860
-0.04%
$4.19
-
0.00%
2020 Q3 (17 results)
CCI
buy
+3,440
+0.04%
$166.25
40.48% $98.95
0.04%
INWK
buy
+130,000
+0.02%
$2.99
-
0.00%
ZBRA
buy
+1,900
+0.03%
$252.11
17.16% $295.36
0.00%
EAF
buy
+852,628
+0.33%
$6.83
83.01% $1.16
0.33%
IMMU
buy
+8,500
+0.04%
$84.94
-
0.00%
FNF
+50.00%
+10,000
+0.02%
$31.30
74.82% $54.72
0.05%
TIF
+29.66%
+4,300
+0.03%
$115.85
-
0.12%
LORL
+12.99%
+10,000
+0.01%
$18.26
127.33% $41.52
0.09%
OR
+0.36%
+207
+0.00%
$11.75
120.69% $25.92
0.06%
ATCO
-1.17%
-1,172,846
-0.59%
$8.94
73.15% $15.48
50.15%
TSM
-6.02%
-6,000
-0.03%
$81.07
153.10% $205.18
0.43%
NTES
-6.45%
-3,399
-0.03%
$90.84
39.83% $127.02
0.00%
KKR
-18.18%
-10,000
-0.02%
$34.33
259.42% $123.40
0.09%
GTX
-100.00%
-150,000
-0.05%
$5.54
83.94% $10.19
0.00%
PACB
-100.00%
-154,400
-0.03%
$3.44
66.84% $1.14
0.00%
PENN
-100.00%
-20,000
-0.03%
$30.55
48.97% $15.59
0.00%
EE
-100.00%
-16,725
-0.06%
$67.03
52.84% $31.61
0.00%
50 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.