Prem Watsa
Fairfax Financial Holdings · SEC CIK 915191
Insurance float invested with value discipline.
Q1 2026
Latest 13F
$1.94B
Filed US book
29
Positions
Largest holdings, as filed
Top 15 of 29 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| ORLA MINING LTD | ORLA | $501.58M | 25.8% |
| UNDER ARMOUR INC | UAA | $253.71M | 13.1% |
| CVS HEALTH CORP | CVS | $194.78M | 10.0% |
| KENNEDY-WILSON HOLDINGS INC | $144.28M | 7.4% | |
| UNDER ARMOUR INC | UA | $126.93M | 6.5% |
| CLEVELAND-CLIFFS INC | CLF | $125.75M | 6.5% |
| KRAFT HEINZ CO | KHC | $118.43M | 6.1% |
| BLACKBERRY LTD | BB | $113.34M | 5.8% |
| ATS CORP | ATS | $69.35M | 3.6% |
| MOLSON COORS BEVERAGE CO | TAP | $61.94M | 3.2% |
| HELMERICH & PAYNE INC | HP | $42.30M | 2.2% |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $31.68M | 1.6% |
| GENERAL MOTORS CO | GM | $28.01M | 1.4% |
| PFIZER INC | PFE | $27.81M | 1.4% |
| BANK NOVA SCOTIA | BNS | $24.82M | 1.3% |
Inside the app: the full book for Fairfax Financial Holdings, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.