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 Q2 (25 results)
FNF
buy
+12,300
+0.04%
$30.65
78.53% $54.72
0.04%
SLCA
buy
+345,000
+0.08%
$3.60
330.28% $15.49
0.08%
CETV
buy
+230,860
+0.05%
$3.54
-
0.05%
OSB
buy
+29,400
+0.04%
$22.57
-
0.04%
MSGE
buy
+4,080
+0.04%
$75.00
49.64% $37.77
0.04%
SAFT
buy
+6,600
+0.03%
$76.21
5.01% $80.03
0.03%
GIL
buy
+416,100
+0.71%
$15.48
208.99% $47.83
0.71%
EE
buy
+16,725
+0.07%
$67.03
52.84% $31.61
0.00%
NTES
+93.75%
+37,500
+0.20%
$85.87
47.92% $127.02
0.42%
LTRPA
+73.53%
+150,000
+0.02%
$2.12
87.73% $0.26
0.05%
TIF
+61.11%
+5,142
+0.04%
$121.93
-
0.11%
LORL
+24.19%
+15,000
+0.02%
$19.49
112.99% $41.52
0.09%
MCFT
+16.83%
+269,132
+0.32%
$19.01
6.16% $17.84
2.23%
DIN
+8.51%
+2,000
+0.01%
$42.08
41.13% $24.77
0.07%
GLIBA
+4.76%
+292
+0.00%
$71.09
-
0.05%
OR
+0.44%
+385
+0.00%
$9.88
162.46% $25.92
0.05%
KKR
-16.67%
-11,000
-0.02%
$30.87
299.71% $123.40
0.11%
QSR
-22.99%
-9,500
-0.03%
$54.24
31.46% $71.30
0.11%
IRBT
-23.08%
-2,497
-0.02%
$83.87
95.28% $3.96
0.08%
PENN
-56.52%
-26,000
-0.05%
$30.55
48.97% $15.59
0.00%
RARX
-100.00%
-42,000
-0.13%
$48.00
-
0.00%
SIX
-100.00%
-625,000
-0.49%
$12.50
155.98% $32.00
0.00%
ELY
-100.00%
-45,120
-0.03%
$10.21
108.86% $21.33
0.00%
WBC
-100.00%
-6,336
-0.07%
$134.89
-
0.00%
FSCT
-100.00%
-18,500
-0.04%
$31.57
-
0.00%
25 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.