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%).

2017 Q2 (8 results)
XCOOQ
buy
+3,493,250
+0.82%
$2.65
-
0.82%
BRK.A
+16.67%
+1
+0.02%
$253,428.57
180.74% $711,480.00
0.16%
WFC
-6.69%
-3,580
-0.02%
$55.41
40.37% $77.78
0.27%
IBM
-51.40%
-700,000
-9.54%
$153.83
62.55% $250.05
9.02%
EDU
-54.95%
-6,100
-0.04%
$70.40
36.58% $44.65
0.03%
XCO
-100.00%
-27,538,912
-1.51%
$0.62
-
0.00%
1731877D
-100.00%
-3,378
-0.06%
$110.97
-
0.00%
CSL
-100.00%
-1,900
-0.02%
$106.32
231.58% $352.52
0.00%
2017 Q1 (11 results)
TMO
buy
+1,344
+0.02%
$153.27
202.10% $463.04
0.02%
CSX
buy
+29,925
+0.06%
$15.51
125.71% $35.01
0.06%
IPI
buy
+1,058,333
+2.30%
$17.10
90.00% $32.49
2.30%
SHW
buy
+2,049
+0.02%
$103.47
231.91% $343.41
0.02%
CSL
buy
+1,900
+0.02%
$106.32
231.58% $352.52
0.00%
USG
+335.77%
+1,179,300
+3.03%
$31.80
11.48% $35.45
3.93%
WFC
-9.12%
-6,000
-0.03%
$55.65
39.76% $77.78
0.27%
BRK.B
-12.50%
-2,000
-0.03%
$166.57
183.87% $472.84
0.19%
OSTK
-100.00%
-3,184,677
-4.50%
$17.50
4.11% $16.78
0.00%
TMH
-100.00%
-6,000
-0.02%
$43.33
13.49% $49.18
0.00%
BL1B
-100.00%
-377,524
-0.77%
$25.20
-
0.00%
2016 Q4 (20 results)
TMH
buy
+6,000
+0.02%
$43.33
13.49% $49.18
0.00%
1856613D
buy
+6,200
+0.06%
$105.32
-
0.06%
DESTQ
buy
+70,000
+0.03%
$5.14
100.00% $0.00
0.03%
1731877D
buy
+6,200
+0.06%
$103.71
-
0.06%
USB
+1,658.62%
+273,208
+1.69%
$51.38
14.48% $43.94
1.79%
USG
+970.80%
+318,422
+0.79%
$28.88
22.75% $35.45
0.87%
NTES
+200.00%
+7,550
+0.04%
$43.07
195.61% $127.31
0.06%
JNJ
+82.56%
+53,694
+0.67%
$115.24
45.20% $167.33
1.49%
KW
+37.60%
+3,366,973
+5.89%
$20.45
64.60% $7.24
21.57%
XCO
+7.83%
+2,000,000
+0.15%
$0.87
-
2.06%
IBM
-0.04%
-600
-0.01%
$165.99
50.64% $250.05
19.35%
WFC
-5.05%
-2,432
-0.02%
$55.12
41.11% $77.78
0.31%
BRK.B
-17.95%
-3,500
-0.05%
$163.00
190.09% $472.84
0.22%
CFX
-38.65%
-15,403
-0.02%
$11.97
226.41% $39.06
0.03%
RYAM
-50.00%
-35,000
-0.05%
$15.46
76.52% $3.63
0.05%
BL1B
-61.07%
-592,351
-1.28%
$25.20
-
0.00%
CVT
-100.00%
-13,775
-0.04%
$31.72
73.14% $8.52
0.00%
LXK
-100.00%
-14,661
-0.06%
$39.94
1.38% $40.49
0.00%
VA
-100.00%
-9,295
-0.05%
$53.55
-
0.00%
CSX
-100.00%
-29,400
-0.03%
$10.17
244.24% $35.01
0.00%
2016 Q3 (2 results)
VA
buy
+9,295
+0.05%
$53.55
-
0.00%
NTES
buy
+5,000
+0.02%
$48.20
164.13% $127.31
0.02%
41 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.