One name, Under Armour Inc A (UAA), is 16.16% 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 67.4M shares worth about $426.4M, the 3rd largest of 31 stock positions. Prem Watsa added 4% to the share count in 2026 Q2.
What did the 2026 Q2 filing report for UAA?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 16.16% |
| Shares | 67.4M |
| Reported value | $426.4M |
| Rank in portfolio | 3rd of 31 |
| Largest holding | ORLA at 21.55% |
| Top three holdings | 53.89% of the book |
| Change this quarter | +4% shares |
How concentrated is Prem Watsa in UAA?
UAA at 16.16% 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. A quarter earlier UAA was 19.59% of the book.
Where does UAA sit in the Prem Watsa portfolio?
UAA ranks 3rd of 31 stock positions in the Prem Watsa portfolio at 16.16%, above the fund's average stock position of 3%. The UAA addition was the 8th 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 UAA?
Prem Watsa first reported UAA in the quarter ended December 31, 2020. The fund sold out of the name in 2024 Q1 and came back in 2024 Q2. The weight peaked at 19.59% in 2026 Q1. Last quarter the fund added to the position by 26%. Every reported trade is on the Prem Watsa UAA trade history page.
FAQ
What share of the Prem Watsa portfolio is UAA?
UAA is 16.16% of the Prem Watsa portfolio as of 2026 Q2, the 3rd largest of 31 stock positions.
What is the UAA stake of Prem Watsa worth?
Prem Watsa holds 67.4M shares of UAA, worth about $426.4M at June 30, 2026 prices, 16.16% 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 UAA position in 2026 Q2?
Prem Watsa added 4% to the share count in 2026 Q2.