Prem Watsa's Portfolio

Fairfax Financial Holdings 13F holdings

What is Prem Watsa's portfolio?

Fairfax Financial Holdings has disclosed a total of 29 security holdings in their (2025 Q1) SEC 13F filing(s) with portfolio value of $1,844,830,592.

What stocks does Prem Watsa own?

In Prem Watsa's portfolio as of 31 Mar 2025, the top 5 holdings 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%).

To see the historical data of Fairfax Financial Holdings's portfolio holdings please click on the "2025 Q1" dropdown menu and select the date.

To see Fairfax Financial Holdings's original 13F reports (2025 Q1), please click on the "important" button.

Portfolio value: $1,844M+
Period: 2025 Q1
Number of stock: 29
Update: 15 May 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ORLA
ORLA MINING LTD
28.57%
56,817,229
$9.28
8.35% $10.05
$527,017,549
OXY
OCCIDENTAL PETROLEUM CORP
16.12%
6,020,418
$49.40
11.07% $43.93
$297,408,649
CVS
CVS HEALTH CORP
9.96%
2,359,440
$67.76
1.71% $66.60
$159,875,654
BB
BLACKBERRY LTD
9.52%
46,724,700
$3.76
12.50% $4.23
$175,684,872
CLF
CLEVELAND-CLIFFS INC
6.64%
14,899,273
$8.22
6.57% $8.76
$122,472,024
+152.56% (+9,000,000)
+4.01%
KW
KENNEDY-WILSON HOLDINGS INC
6.26%
13,322,009
$8.67
16.61% $7.23
$115,501,818
KHC
KRAFT HEINZ CO/THE
5.54%
2,771,175
$30.42
11.05% $27.06
$84,299,143
+1.36% (+37,125)
+0.07%
TAP
MOLSON COORS BEVERAGE CO - B
3.98%
959,167
$60.89
18.64% $49.54
$58,403,709
+1.69% (+15,900)
+0.07%
ATS
ATS CORP
3.29%
2,486,400
$24.44
33.66% $32.67
$60,773,850
UAA
UNDER ARMOUR INC-CLASS A
2.13%
6,311,800
$6.24
15.71% $7.22
$39,385,632
TSM
TAIWAN SEMICONDUCTOR-SP ADR
1.27%
141,700
$165.94
40.77% $233.60
$23,513,698
HP
HELMERICH & PAYNE
1.10%
774,105
$26.11
36.58% $16.56
$20,211,882
GM
GENERAL MOTORS CO
0.96%
321,450
$47.01
12.06% $52.68
$15,111,368
BNS
BANK OF NOVA SCOTIA
0.92%
323,190
$47.41
16.28% $55.13
$15,323,158
PFE
PFIZER INC
0.89%
507,702
$25.33
0.04% $25.32
$12,860,091
MRK
MERCK & CO INC
0.84%
140,049
$89.69
8.14% $82.39
$12,560,994
JNJ
JOHNSON & JOHNSON
0.66%
61,656
$165.88
6.22% $155.56
$10,227,497
MU
MICRON TECHNOLOGY INC
0.38%
80,000
$86.88
40.12% $121.74
$6,950,400
FNV
FRANCO-NEVADA CORP
0.14%
16,800
$156.99
4.74% $164.44
$2,637,457
CIGI
COLLIERS INTERNATIONAL GROUP
0.14%
22,000
$117.77
10.82% $130.51
$2,590,933
-12.00% (-3,000)
-0.02%
20 of 29

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
RVNC
REVANCE THERAPEUTICS INC
21,158
-0.00%
TFII
TFI INTERNATIONAL INC
8,711
-0.10%
XERS
XERIS BIOPHARMA HOLDINGS INC
139,687
-0.03%

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.