Prem Watsa's Fairfax Financial Holdings holds 58.4M shares of Orla Mining Ltd (ORLA) worth about $568.5M as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. The position is 21.55% of the reported portfolio, the largest of 31 stock positions. Prem Watsa added 84% to the share count in 2026 Q2.
What did the 2026 Q2 filing report for ORLA?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 21.55% |
| Shares | 58.4M |
| Reported value | $568.5M |
| Rank in portfolio | 1st of 31 |
| Next largest holding | EGO at 16.18% |
| Top three holdings | 53.89% of the book |
| Change this quarter | +84% shares |
How concentrated is Prem Watsa in ORLA?
ORLA at 21.55% is 6.7 times the average stock position in the Prem Watsa portfolio, which is 3%. The next largest holding is EGO at 16.18%. The three largest stocks together are 53.89% of the reported book. A quarter earlier ORLA was 25.82% of the book.
Where does ORLA sit in the Prem Watsa portfolio?
ORLA is the largest of 31 stock positions in the Prem Watsa portfolio at 21.55%, above the fund's average stock position of 3%. The ORLA addition was the 2nd 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.
How long has Prem Watsa held ORLA?
Prem Watsa first reported ORLA in the quarter ended September 30, 2022. The weight peaked at 29.9% in 2025 Q2. The share count was unchanged the quarter before. Every reported trade is on the Prem Watsa ORLA trade history page.
FAQ
What share of the Prem Watsa portfolio is ORLA?
ORLA is 21.55% of the Prem Watsa portfolio as of 2026 Q2, the largest of 31 stock positions.
What is the ORLA stake of Prem Watsa worth?
Prem Watsa holds 58.4M shares of ORLA, worth about $568.5M at June 30, 2026 prices, 21.55% 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 ORLA position in 2026 Q2?
Prem Watsa added 84% to the share count in 2026 Q2.