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
MU
MICRON TECHNOLOGY INC
0.38%
80,000
$86.88
43.34% $124.53
$6,950,400
TSM
TAIWAN SEMICONDUCTOR-SP ADR
1.27%
141,700
$165.94
38.85% $230.40
$23,513,698
GTX
GARRETT MOTION INC
0.14%
304,360
$8.37
34.77% $11.28
$2,547,493
MGM
MGM RESORTS INTERNATIONAL
0.05%
29,500
$29.65
27.93% $37.93
$874,675
KKR
KKR & CO INC
0.13%
20,000
$115.61
22.01% $141.05
$2,312,200
-14.89% (-3,500)
-0.02%
ATS
ATS CORP
3.29%
2,486,400
$24.44
20.73% $29.51
$60,773,850
ORLA
ORLA MINING LTD
28.57%
56,817,229
$9.28
20.64% $11.19
$527,017,549
CLF
CLEVELAND-CLIFFS INC
6.64%
14,899,273
$8.22
20.07% $9.87
$122,472,024
+152.56% (+9,000,000)
+4.01%
MX
MAGNACHIP SEMICONDUCTOR CORP
0.02%
125,000
$3.43
17.49% $4.03
$428,750
BNS
BANK OF NOVA SCOTIA
0.92%
323,190
$47.41
15.05% $54.55
$15,323,158
CIGI
COLLIERS INTERNATIONAL GROUP
0.14%
22,000
$117.77
14.23% $134.53
$2,590,933
-12.00% (-3,000)
-0.02%
GM
GENERAL MOTORS CO
0.96%
321,450
$47.01
13.57% $53.39
$15,111,368
UAA
UNDER ARMOUR INC-CLASS A
2.13%
6,311,800
$6.24
9.78% $6.85
$39,385,632
BB
BLACKBERRY LTD
9.52%
46,724,700
$3.76
7.18% $4.03
$175,684,872
LWAY
LIFEWAY FOODS INC
0.02%
17,367
$24.45
2.54% $25.07
$424,623
buy
+0.02%
FNV
FRANCO-NEVADA CORP
0.14%
16,800
$156.99
1.67% $159.62
$2,637,457
PFE
PFIZER INC
0.89%
507,702
$25.33
1.26% $25.65
$12,860,091
GNTX
GENTEX CORP
0.11%
85,000
$23.29
0.90% $23.08
$1,979,650
CPRI
CAPRI HOLDINGS LTD
0.08%
69,118
$19.73
2.43% $19.25
$1,363,708
ATHM
AUTOHOME INC-ADR
0.08%
54,000
$27.69
3.03% $26.85
$1,495,260
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.