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13F Insights
2026 Q2
Prem Watsa's Fairfax Financial Holdings exited its...

Prem Watsa's Fairfax Financial Holdings exited its entire KW position, 7.43% of the portfolio, held for more than 13 years.

Sold out of a position that was 13,322,009 shares worth $144.28M as of the previous filing.
Published August 14, 2026 · Based on SEC filings

High impact

Position exited

2026 Q2

Prem Watsa's Fairfax Financial Holdings exited Kennedy-Wilson Holdings Inc (KW) during 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, selling all 13.3M shares. The position had been worth about $144.3M at the prior quarter-end and carried 7.43% of the book. KW had been in the portfolio for 13 years, since at least the quarter ended June 30, 2013.

What did the 2026 Q2 filing report for KW?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

	Before	After
Shares	13.3M	0
Reported value	$144.3M	$0
Portfolio weight	7.43%	0%
Held since	at least 2013 Q2	sold out in 2026 Q2
Quarters held	52

What did Prem Watsa sell?

Prem Watsa sold 13.3M shares of KW between the quarter ended March 31, 2026 and June 30, 2026. The KW exit was the 4th largest of the quarter's 18 position changes by percent change to portfolio.

Where does KW sit in the Prem Watsa portfolio?

Before the sale, KW carried 7.43% of the Prem Watsa portfolio, above the fund's average stock position of 3%. 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.

Prem Watsa buys and sells in the 2026 Q2 filing, the quarter's biggest moves by share count. Every move is on the buys and sells page.

How long has Prem Watsa held KW?

Prem Watsa held KW for 13 years, since at least the quarter ended June 30, 2013 to March 31, 2026. The weight peaked at 22.03% in 2017 Q1. The share count had been unchanged the quarter before. Every reported trade is on the Prem Watsa KW trade history page.

Prem Watsa shares of KW held by quarter, with every reported trade. The full history is on the trade history page.

FAQ

How many KW shares did Prem Watsa sell?

Prem Watsa sold all 13.3M shares of KW it reported a quarter earlier, worth about $144.3M.

When did Prem Watsa first buy KW?

Prem Watsa has held KW since at least the quarter ended June 30, 2013, the start of the filings we track.

How much of the Prem Watsa portfolio was KW?

KW was 7.43% of the Prem Watsa portfolio at the prior quarter-end, and 0% after the sale.

Source: based on original SEC filings

Fairfax Financial Holdings, 13F-HR filed August 14, 2026

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.

Stocks mentioned