One name, Eldorado Gold Corp (EGO), is 16.18% of what Prem Watsa's Fairfax Financial Holdings reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake is 13.7M shares worth about $427M, the 2nd largest of 31 stock positions. The position is new in the 2026 Q2 filing.
What did the 2026 Q2 filing report for EGO?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 16.18% |
| Shares | 13.7M |
| Reported value | $427M |
| Rank in portfolio | 2nd of 31 |
| Largest holding | ORLA at 21.55% |
| Top three holdings | 53.89% of the book |
| Change this quarter | new position |
How concentrated is Prem Watsa in EGO?
EGO at 16.18% is 5 times the average stock position in the Prem Watsa portfolio, which is 3%. The largest holding is ORLA at 21.55%. The three largest stocks together are 53.89% of the reported book.
Where does EGO sit in the Prem Watsa portfolio?
EGO ranks 2nd of 31 stock positions in the Prem Watsa portfolio at 16.18%, above the fund's average stock position of 3%. The EGO purchase was the largest of the quarter's 18 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Prem Watsa reported 31 stock positions, with 6 opened and 3 closed. The total portfolio value is about $2.6B, up 36% from the prior quarter.
FAQ
What share of the Prem Watsa portfolio is EGO?
EGO is 16.18% of the Prem Watsa portfolio as of 2026 Q2, the 2nd largest of 31 stock positions.
What is the EGO stake of Prem Watsa worth?
Prem Watsa holds 13.7M shares of EGO, worth about $427M at June 30, 2026 prices, 16.18% of the reported portfolio.
What are the largest holdings of Prem Watsa?
The largest stock positions of Prem Watsa as of 2026 Q2 are ORLA (21.55%), EGO (16.18%) and UAA (16.16%), together 53.89% of the book.
Did Prem Watsa's Fairfax Financial Holdings change its EGO position in 2026 Q2?
The position is new in the 2026 Q2 filing.