Prem Watsa's Fairfax Financial Holdings bought 9.04M shares more of The Kraft Heinz Company (KHC) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, a 172% increase in the share count. Prem Watsa now holds 14.3M shares worth about $337.6M, 12.8% of the portfolio against 6.1% a quarter earlier.
What did the 2026 Q2 filing report for KHC?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 5.27M | 14.3M |
| Shares added | +9.04M (172%) | |
| Reported value | $118.4M | $337.6M |
| Portfolio weight | 6.1% | 12.8% |
| Rank in portfolio | 4th of 31 |
How much did Prem Watsa add to KHC?
Prem Watsa added 9.04M shares of KHC during 2026 Q2, taking the stake from 5.27M to 14.3M. The reported value of the position rose by about $219.2M, from about $118.4M to about $337.6M.
Where does KHC sit in the Prem Watsa portfolio?
KHC ranks 4th of 31 stock positions in the Prem Watsa portfolio at 12.8%, above the fund's average stock position of 3%. The KHC addition was the 3rd largest of the quarter's 18 position changes by percent change to portfolio. The largest stock position is ORLA at 21.55%. Next come EGO at 16.18% and UAA at 16.16%. The three largest stocks together are 53.89% of the book. 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.
How long has Prem Watsa held KHC?
Prem Watsa first reported KHC in the quarter ended September 30, 2024. The current weight is the highest the fund has reported for the name. The fund added to it last quarter as well, by 3%. Every reported trade is on the Prem Watsa KHC trade history page.
Did other funds buy or sell KHC in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 6 hold KHC. Of those, 1 added to the position this quarter and 1 trimmed it. The largest buyer of KHC this quarter was Bruce Berkowitz. The largest seller was Mason Hawkins. Every tracked holder of KHC is on the KHC ownership page.
FAQ
How many KHC shares did Prem Watsa buy in 2026 Q2?
Prem Watsa added 9.04M shares of KHC, a 172% increase, to 14.3M shares.
What is the KHC position of Prem Watsa worth now?
The KHC position of Prem Watsa is worth about $337.6M at June 30, 2026 prices, 12.8% of the portfolio.
Is KHC a top holding of Prem Watsa?
KHC ranks 4th of 31 stock positions in the Prem Watsa portfolio, at 12.8%.
Did other funds add to KHC in 2026 Q2?
Among the 6 other tracked funds that hold KHC, 1 added to it in 2026 Q2 and 1 trimmed it.