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
MRK
MERCK & CO INC
0.70%
172,900
$83.91
43.92% $120.76
$14,508,039
TAP
MOLSON COORS BEVERAGE CO - B
2.83%
1,290,071
$45.24
9.53% $40.93
$58,362,812
+5.87% (+71,571)
+0.16%
OXY
OCCIDENTAL PETROLEUM CORP
13.85%
6,050,418
$47.26
17.37% $55.47
$285,942,755
ORLA
ORLA MINING LTD
29.57%
56,817,229
$10.74
3.58% $10.36
$610,476,911
PENN
PENN NATIONAL GAMING INC
0.05%
54,900
$19.25
10.18% $21.21
$1,056,825
PFE
PFIZER INC
1.10%
890,900
$25.47
2.75% $26.17
$22,691,223
+36.87% (+240,000)
+0.30%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
1.27%
93,700
$279.22
-
$26,162,914
UAA
UNDER ARMOUR INC-CLASS A
1.53%
6,311,800
$4.99
20.44% $6.01
$31,495,882
VOO
VANGUARD S&P 500 ETF
1.73%
58,248
$612.33
10.76% $678.23
$35,666,998
-20.10% (-14,652)
-0.43%
9 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.