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Prem Watsa — 13F History

Fairfax Financial Holdings LtdCIK 0000915191Form 13F-HR on EDGAR
Portfolio value$2.6B
Positions32
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q2 2013: what Prem Watsa bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$2.6B · 32 stocks · filed Aug 14, 2026
6 bought7 added2 reduced3 sold
bought EGOadded +84% ORLAadded +172% KHCsold 13Ksold BBadded +145% WEN
Q1 2026$1.9B · 29 stocks · filed May 15, 2026
2 bought8 added1 reduced2 sold
sold OXYadded +133% UAsold VOObought WENadded +2% UAAadded +7% TAP
Q4 2025$2.1B · 29 stocks · filed Feb 17, 2026
3 bought2 added4 reduced3 sold
reduced −44% ORLAadded +565% UAAbought UAsold DLTRsold FNVsold KKR
Q3 2025$2.1B · 29 stocks · filed Nov 14, 2025
3 bought4 added3 reduced2 sold
reduced −13% BBreduced −20% VOOadded +5% KHCadded +37% PFEbought LULUadded +21% HP
Q2 2025$1.9B · 28 stocks · filed Aug 14, 2025
2 bought5 added2 reduced3 sold
bought VOOadded +45% KHCreduced −13% BBreduced −34% TSMsold MUadded +26% HP
Q1 2025$1.8B · 29 stocks · filed May 15, 2025
1 bought3 added2 reduced3 sold
added +153% CLFsold TFIIadded +1% KHCadded +2% TAPsold XERSbought LWAY
Q4 2024$1.6B · 31 stocks · filed Feb 14, 2025
4 bought6 added2 reduced4 sold
bought CVSadded +342% KHCadded +4285% ATSbought TAPbought CLFsold GOOGL
Q3 2024$1.1B · 31 stocks · filed Nov 14, 2024
2 bought4 added1 reduced9 sold
sold VOObought KHCsold BENsold BABAadded +49% UAAsold META
Q2 2024$1.2B · 38 stocks · filed Aug 14, 2024
2 bought4 added1 reduced6 sold
reduced −94% MUadded +1088% VOOsold CCAPbought UAAadded +51% TSMbought META
Q1 2024$1.2B · 42 stocks · filed May 15, 2024
1 bought3 added6 reduced16 sold
reduced −82% MUadded +48% ORLAreduced −80% VOOsold METAadded +624% CPRIbought S9Q
Q4 2023$1.5B · 57 stocks · filed Feb 14, 2024
1 bought2 added5 reduced5 sold
sold BBCN 1.75 11/13/23reduced −75% INTCadded +21% ORLAreduced −73% GEreduced −18% GOOGLsold ATVIEUR
Q3 2023$1.9B · 61 stocks · filed Nov 14, 2023
2 bought2 added7 reduced2 sold
added +56% ORLAreduced −52% VOOsold DICE THERAPEUTICS INCreduced −53% ATVIEURadded +1% MUbought CPRI

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.