The Wendys Co (WEN) grew to 2.51% of Prem Watsa's Fairfax Financial Holdings portfolio in 2026 Q2, from 1.17%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count rose 145% to 8.01M shares, and the position is worth about $66.3M and ranks 9th of 31 stocks by weight.
What did the 2026 Q2 filing report for WEN?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 3.27M | 8.01M |
| Shares added | +4.74M (145%) | |
| Reported value | $22.8M | $66.3M |
| Portfolio weight | 1.17% | 2.51% |
| Rank in portfolio | 9th of 31 |
How much did Prem Watsa add to WEN?
Prem Watsa added 4.74M shares of WEN during 2026 Q2, taking the stake from 3.27M to 8.01M. The reported value of the position rose by about $43.5M, from about $22.8M to about $66.3M.
Where does WEN sit in the Prem Watsa portfolio?
WEN ranks 9th of 31 stock positions in the Prem Watsa portfolio at 2.51%, below 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. The WEN addition was the 6th 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 WEN?
Prem Watsa first reported WEN in the quarter ended June 30, 2015. The fund sold out of the name in 2015 Q3 and came back in 2026 Q1. The current weight is the highest the fund has reported for the name. Every reported trade is on the Prem Watsa WEN trade history page.
FAQ
How many WEN shares did Prem Watsa buy in 2026 Q2?
Prem Watsa added 4.74M shares of WEN, a 145% increase, to 8.01M shares.
What is the WEN position of Prem Watsa worth now?
The WEN position of Prem Watsa is worth about $66.3M at June 30, 2026 prices, 2.51% of the portfolio.
Is WEN a top holding of Prem Watsa?
WEN ranks 9th of 31 stock positions in the Prem Watsa portfolio, at 2.51%.