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%).

2015 Q3 (25 results)
PKX
buy
+191,879
+0.62%
$35.03
55.54% $54.49
0.62%
YDLE
buy
+30,000
+0.04%
$16.13
-
0.00%
1541931D
buy
+20,000
+0.09%
$50.05
-
0.00%
UPLMQ
+79.08%
+25,700
+0.02%
$6.39
-
0.03%
RYAM
+75.00%
+30,000
+0.02%
$6.11
36.54% $3.88
0.04%
HP
+57.55%
+1,817
+0.01%
$47.25
65.82% $16.15
0.02%
OVTI
+50.00%
+9,500
+0.02%
$26.25
11.94% $29.38
0.07%
BP
+50.00%
+7,000
+0.02%
$30.57
5.20% $32.16
0.00%
MBI
+50.00%
+35,000
+0.02%
$6.08
12.77% $5.30
0.00%
LMNS
+33.33%
+25,000
+0.03%
$13.84
-
0.00%
SD
+12.60%
+6,410,745
+0.16%
$0.27
3K+% $10.38
1.43%
BB
+0.05%
+15,250
+0.01%
$6.12
39.59% $3.70
26.45%
KW
-0.00%
-3
-0.00%
$22.18
67.00% $7.32
18.36%
WEN
-100.00%
-34,048
-0.06%
$11.28
12.75% $9.84
0.00%
ORI
-100.00%
-25,000
-0.04%
$15.64
133.12% $36.46
0.00%
1615348D
-100.00%
-1,020
-0.05%
$413.33
-
0.00%
DRC
-100.00%
-4,000
-0.03%
$85.25
-
0.00%
PPO
-100.00%
-34,000
-0.19%
$59.85
-
0.00%
GKNT
-100.00%
-22,100
-0.04%
$19.95
-
0.00%
ADVS
-100.00%
-9,856
-0.05%
$44.20
-
0.00%
CTRX
-100.00%
-13,777
-0.09%
$61.09
-
0.00%
PCP
-100.00%
-1,370
-0.04%
$200.00
99.90% $0.21
0.00%
NEU
-100.00%
-750
-0.03%
$444.00
54.92% $687.86
0.00%
ATW
-100.00%
-8,000
-0.02%
$26.50
1K+% $470.00
0.00%
CFX
-100.00%
-18,900
-0.03%
$15.40
153.69% $39.06
0.00%
2015 Q2 (15 results)
GKNT
buy
+22,100
+0.03%
$19.95
-
0.00%
1615348D
buy
+1,020
+0.04%
$413.33
-
0.00%
CTRX
buy
+13,777
+0.07%
$61.09
-
0.00%
WEN
buy
+34,048
+0.04%
$11.28
12.75% $9.84
0.00%
OVTI
buy
+13,585
+0.04%
$26.21
12.09% $29.38
0.04%
LMNS
buy
+57,000
+0.08%
$13.72
-
0.08%
ADVS
buy
+9,856
+0.04%
$44.20
-
0.00%
PPO
buy
+34,000
+0.15%
$59.85
-
0.00%
KW
+2,138.74%
+8,554,948
+15.42%
$24.59
70.23% $7.32
16.15%
MBI
+40.00%
+20,000
+0.01%
$6.01
11.88% $5.30
0.03%
RFP
+0.01%
+4,178
+0.00%
$11.24
95.02% $21.92
23.94%
ORI
-44.44%
-20,000
-0.02%
$15.64
133.12% $36.46
0.00%
DRC
-75.31%
-12,200
-0.08%
$85.25
-
0.00%
TRQ
-100.00%
-4,595
-0.01%
$31.09
1.03% $31.41
0.00%
TLM
-100.00%
-58,500
-0.03%
$7.68
-
0.00%
40 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.