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%).

2018 Q2 (26 results)
CALL
buy
+122,450
+0.08%
$8.50
26.33% $10.74
0.08%
SHPG
buy
+4,329
+0.10%
$168.78
6.17% $179.20
0.10%
MDRIQ
buy
+403,071
+1.03%
$19.65
-
1.03%
GM
buy
+80,465
+0.25%
$39.40
20.49% $47.47
0.25%
EVHC
buy
+28,979
+0.15%
$44.00
4.52% $45.99
0.15%
SSW
buy
+231,922
+0.19%
$10.21
-
0.19%
GE
+158.53%
+41,386
+0.54%
$108.88
134.77% $255.63
0.87%
SBNY
+42.86%
+6,000
+0.06%
$127.80
99.41% $0.76
0.21%
FLR
+16.67%
+5,000
+0.02%
$48.77
8.90% $44.43
0.14%
AGX
+11.11%
+10,000
+0.03%
$40.95
493.68% $243.11
0.33%
LUMN
+6.06%
+78,960
+0.17%
$18.64
78.86% $3.94
2.93%
JNJ
-1.24%
-1,850
-0.02%
$121.35
27.76% $155.03
1.43%
CRAY
-8.33%
-20,000
-0.04%
$24.55
-
0.43%
NWPX
-11.11%
-20,000
-0.03%
$19.36
104.42% $39.58
0.25%
SSYS
-20.00%
-20,000
-0.03%
$19.13
45.36% $10.45
0.12%
WFC
-100.00%
-35,800
-0.15%
$52.40
45.66% $76.33
0.00%
SCG
-100.00%
-30,000
-0.09%
$37.53
-
0.00%
1856613D
-100.00%
-5,022
-0.06%
$116.61
-
0.00%
BRK.B
-100.00%
-5,490
-0.10%
$199.50
147.38% $493.53
0.00%
WGL
-100.00%
-14,000
-0.09%
$83.64
-
0.00%
USG
-100.00%
-1,530,522
-4.96%
$40.42
12.74% $35.27
0.00%
PGHEF
-100.00%
-2,544,000
-0.16%
$0.63
-
0.00%
CBI
-100.00%
-850,000
-0.98%
$14.40
99.51% $0.07
0.00%
USB
-100.00%
-17,400
-0.09%
$50.52
11.38% $44.77
0.00%
RPXC
-100.00%
-343,200
-0.38%
$10.68
-
0.00%
IPI
-100.00%
-1,666,667
-4.86%
$36.30
2.73% $37.29
0.00%
26 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.