Fairfax Financial (Prem Watsa)
What Fairfax Financial (Prem Watsa) held at the end of Q2 2026, from its 13F filed on 2026-08-14, against Q1 2026. US-listed shares only. Its filings at the SEC ›
Value
$2.64B
Q2 2026
Positions
32
shares, no options
Top 10
91%
of the portfolio
Changes
+13 / −5
6 new, 3 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| ORLA MINING LTD | 21.55% | 58,399,504 | $568.46M | Added 84% |
| EGOELDORADO GOLD CORP | 16.18% | 13,746,506 | $427.00M | New |
| KHCKRAFT HEINZ CO | 12.80% | 14,306,500 | $337.63M | Added 172% |
| UAAUNDER ARMOUR INC · CL A | 10.98% | 45,356,965 | $289.83M | Added 5% |
| CVSCVS HEALTH CORP | 10.63% | 2,712,000 | $280.50M | Unchanged |
| CLFCLEVELAND-CLIFFS INC | 5.30% | 14,899,273 | $139.90M | Unchanged |
| UAUNDER ARMOUR INC · CL C | 5.18% | 21,999,128 | $136.61M | Unchanged |
| TAPMOLSON COORS BEVERAGE CO · CL B | 2.94% | 1,994,500 | $77.67M | Added 39% |
| ATSATS CORP | 2.67% | 2,486,400 | $70.49M | Unchanged |
| WENWENDYS CO | 2.51% | 8,005,627 | $66.29M | Added 145% |
| TSMTAIWAN SEMICONDUCTOR MFG LTD · SPONSORED ADS | 1.69% | 93,700 | $44.68M | Unchanged |
| HPHELMERICH & PAYNE INC | 1.46% | 1,174,105 | $38.45M | Unchanged |
| BNSBANK NOVA SCOTIA | 1.18% | 359,100 | $31.17M | Unchanged |
| GMGENERAL MOTORS CO | 1.10% | 375,965 | $28.97M | Unchanged |
| PFEPFIZER INC | 0.95% | 1,043,900 | $25.12M | Added 5% |
| MRKMERCK & CO INC | 0.84% | 172,900 | $22.20M | Unchanged |
| JNJJOHNSON & JOHNSON | 0.71% | 73,400 | $18.64M | Unchanged |
| KSPIKASPI KZ JSC · SPONSORED ADS | 0.35% | 106,000 | $9.18M | New |
| RCIROGERS COMMUNICATIONS INC · CL B | 0.18% | 150,200 | $4.87M | New |
| GTXGARRETT MOTION INC | 0.14% | 102,783 | $3.72M | Reduced 44% |
| CNICANADIAN NATIONAL RAILWAY CO | 0.11% | 24,800 | $2.95M | Unchanged |
| CIGICOLLIERS INTL GROUP INC · SUB VTG SHS | 0.09% | 25,000 | $2.33M | Unchanged |
| WARNER BROS DISCOVERY INC · COM SER A | 0.08% | 81,900 | $2.18M | Added 41% |
| DPZDOMINO'S PIZZA INC | 0.08% | 7,230 | $2.14M | New |
| CPRICAPRI HOLDINGS LTD · SHS | 0.05% | 78,100 | $1.45M | Unchanged |
| LULULULULEMON ATHLETICA INC | 0.05% | 12,500 | $1.43M | Unchanged |
| PENNPENN ENTERTAINMENT INC | 0.04% | 54,900 | $1.17M | Unchanged |
| ELECTRONIC ARTS INC | 0.04% | 5,100 | $1.05M | New |
| BRK-ABERKSHIRE HATHAWAY INC · CL A | 0.03% | 1 | $748,836 | Unchanged |
| BRSLBRIGHTSTAR LOTTERY PLC · SHS USD | 0.03% | 68,733 | $737,505 | Unchanged |
| CPACCEMENTOS PACASMAYO SAA · SPONSORED ADR | 0.02% | 50,000 | $594,500 | New |
| MXMAGNACHIP SEMICONDUCTOR CORP | 0.01% | 62,500 | $296,250 | Reduced 50% |
Sold out in Q2 2026
BBKENNEDY-WILSON HOLDINGS INCPRTH
Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 32 positions | $2.64B | 2026-08-14 |
| 2026-03-31 | 29 positions | $1.94B | 2026-05-15 |
| 2025-12-31 | 29 positions | $2.08B | 2026-02-17 |
| 2025-09-30 | 29 positions | $2.06B | 2025-11-14 |
| 2025-06-30 | 28 positions | $1.87B | 2025-08-14 |
| 2025-03-31 | 29 positions | $1.84B | 2025-05-15 |
| 2024-12-31 | 31 positions | $1.56B | 2025-02-14 |
| 2024-09-30 | 31 positions | $1.10B | 2024-11-14 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.