Prem Watsa's Portfolio

Fairfax Financial Holdings 13F holdings

What is Prem Watsa's portfolio?

Fairfax Financial Holdings has disclosed a total of 29 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $2,064,595,933.

What stocks does Prem Watsa own?

In Prem Watsa's portfolio as of 30 Sep 2025, the top 5 holdings are (ORLA) ORLA MINING LTD (29.57%), (OXY) OCCIDENTAL PETROLEUM CORP (13.85%), (CVS) CVS HEALTH CORP (9.90%), (CLF) CLEVELAND-CLIFFS INC (8.80%) and (BB) BLACKBERRY LTD (8.35%).

To see the historical data of Fairfax Financial Holdings's portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see Fairfax Financial Holdings's original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $2,064M+
Period: 2025 Q3
Number of stock: 29
Update: 14 Nov 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ATS
ATS CORP
3.11%
2,486,400
$25.79
4.36% $26.92
$64,134,644
BNS
BANK OF NOVA SCOTIA
1.12%
359,100
$64.63
24.65% $80.56
$23,209,184
BRK.A
BERKSHIRE HATHAWAY INC CL-A
0.04%
1
$753,100.00
-
$753,100
BB
BLACKBERRY LTD
8.35%
35,395,320
$4.87
93.22% $9.41
$172,375,208
-13.21% (-5,389,380)
-1.27%
CPRI
CAPRI HOLDINGS LTD
0.08%
78,100
$19.91
5.22% $18.87
$1,554,971
CLF
CLEVELAND-CLIFFS INC
8.80%
14,899,273
$12.20
10.90% $13.53
$181,771,131
CIGI
COLLIERS INTERNATIONAL GROUP
0.16%
22,000
$154.56
37.14% $97.16
$3,400,244
CVS
CVS HEALTH CORP
9.90%
2,712,000
$75.36
27.30% $95.93
$204,376,320
DLTR
DOLLAR TREE INC
0.20%
44,380
$94.32
15.35% $108.80
$4,185,922
buy
+0.20%
FNV
FRANCO-NEVADA CORP
0.18%
16,800
$222.55
1.71% $218.74
$3,738,767
GTX
GARRETT MOTION INC
0.20%
301,860
$13.61
134.83% $31.96
$4,108,315
-0.82% (-2,500)
-0.00%
GM
GENERAL MOTORS CO
1.11%
375,965
$60.95
34.72% $82.11
$22,915,067
HP
HELMERICH & PAYNE
1.26%
1,174,105
$22.10
69.50% $37.46
$25,947,721
+20.53% (+200,000)
+0.21%
IGT
INTERNATIONAL GAME TECHNOLOG
0.03%
36,633
$17.25
-
$631,919
buy
+0.03%
JNJ
JOHNSON & JOHNSON
0.66%
73,400
$185.39
25.56% $232.77
$13,607,626
KW
KENNEDY-WILSON HOLDINGS INC
5.37%
13,322,009
$8.32
32.33% $11.01
$110,839,115
KKR
KKR & CO INC
0.13%
20,000
$129.90
28.10% $93.40
$2,598,000
KHC
KRAFT HEINZ CO/THE
6.45%
5,119,000
$26.03
13.25% $22.58
$133,247,570
+4.81% (+235,000)
+0.30%
LULU
LULULEMON ATHLETICA INC
0.22%
25,000
$177.82
35.76% $114.23
$4,445,500
buy
+0.22%
MX
MAGNACHIP SEMICONDUCTOR CORP
0.02%
125,000
$3.13
121.41% $6.93
$391,250
20 of 29

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ATHM
AUTOHOME INC-ADR
54,000
-0.07%
LWAY
LIFEWAY FOODS INC
31,618
-0.04%

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.