Prem Watsa Holdings Activity

Fairfax Financial Holdings Portfolio 13F

Fairfax Financial Holdings has disclosed a total of 13 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 8, bought 2 totally new, decreased the number of shares of 1 and completely sold out 2 position(s).

What stocks is Prem Watsa buying now?

In the recent quarter Prem Watsa has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (UA) UNDER ARMOUR INC-CLASS C (added shares +132.61%), (WEN) WENDY'S CO/THE (new buy), (UAA) UNDER ARMOUR INC-CLASS A (added shares +2.48%), (TAP) MOLSON COORS BEVERAGE CO - B (added shares +7.47%) and (KHC) KRAFT HEINZ CO/THE (added shares +2.91%).

What does Prem Watsa invest in?

Prem Watsa's top 5 holdings (by % of portfolio) are (ORLA) ORLA MINING LTD (25.82%), (UAA) UNDER ARMOUR INC-CLASS A (13.06%), (CVS) CVS HEALTH CORP (10.03%), (KW) KENNEDY-WILSON HOLDINGS INC (7.43%) and (UA) UNDER ARMOUR INC-CLASS C (6.53%).

In the latest report(s) the following changes have been made to the top investments: (UAA) UNDER ARMOUR INC-CLASS A (added shares +2.48%) and (UA) UNDER ARMOUR INC-CLASS C (added shares +132.61%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2020 Q2 (25 results)
GIL
GILDAN ACTIVEWEAR INC
buy
+730,000
+0.71%
$15.48
268.23% $57.00
0.71%
EE
EL PASO ELECTRIC CO
buy
+16,725
+0.07%
$67.03
52.50% $31.84
0.00%
FNF
FIDELITY NATIONAL FINANCIAL
buy
+20,000
+0.04%
$30.65
53.51% $47.05
0.04%
SLCA
US SILICA HOLDINGS INC
buy
+345,000
+0.08%
$3.60
-
0.08%
CETV
CENTRAL EUROPEAN MEDIA ENT-A
buy
+230,860
+0.05%
$3.54
-
0.05%
OSB
NORBORD INC
buy
+30,000
+0.04%
$22.57
-
0.04%
MSGE
MADISON SQUARE GARDEN ENTERT
buy
+8,000
+0.04%
$75.00
3.71% $72.22
0.04%
SAFT
SAFETY INSURANCE GROUP INC
buy
+6,600
+0.03%
$76.21
8.40% $69.81
0.03%
NTES
NETEASE INC-ADR
+93.75%
+37,500
+0.20%
$85.87
-
0.42%
LTRPA
LIBERTY TRIPADVISOR HDG-A
+73.53%
+150,000
+0.02%
$2.12
-
0.05%
TIF
TIFFANY & CO
+61.11%
+5,500
+0.04%
$121.93
-
0.11%
LORL
LORAL SPACE & COMMUNICATIONS
+24.19%
+15,000
+0.02%
$19.49
-
0.09%
MCFT
MASTERCRAFT BOAT HOLDINGS IN
+16.83%
+269,132
+0.32%
$19.01
16.25% $22.10
2.23%
DIN
DINE BRANDS GLOBAL INC
+8.51%
+2,000
+0.01%
$42.08
28.70% $30.00
0.07%
GLIBA
GCI LIBERTY INC - CLASS A
+4.76%
+500
+0.00%
$71.09
70.80% $20.76
0.05%
OR
OSISKO GOLD ROYALTIES LTD
+0.44%
+385
+0.00%
$9.88
242.05% $33.78
0.05%
KKR
KKR & CO INC
-16.67%
-11,000
-0.02%
$30.87
201.92% $93.21
0.11%
QSR
RESTAURANT BRANDS INTERN
-22.99%
-10,000
-0.03%
$54.24
31.82% $71.50
0.11%
IRBT
IROBOT CORP
-23.08%
-4,500
-0.02%
$83.87
-
0.08%
PENN
PENN NATIONAL GAMING INC
-56.52%
-26,000
-0.05%
$30.55
37.25% $19.17
0.00%
FSCT
FORESCOUT TECHNOLOGIES INC
-100.00%
-18,500
-0.04%
$31.57
-
0.00%
RARX
RA PHARMACEUTICALS INC
-100.00%
-42,000
-0.13%
$48.00
-
0.00%
SIX
SIX FLAGS ENTERTAINMENT CORP
-100.00%
-625,000
-0.49%
$12.50
-
0.00%
ELY
CALLAWAY GOLF COMPANY
-100.00%
-47,000
-0.03%
$10.21
-
0.00%
WBC
WABCO HOLDINGS INC
-100.00%
-8,800
-0.07%
$134.89
-
0.00%
25 of 963

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.