13F Insight
Investor profile · Q2 2026 13F

Prem Watsa’s Portfolio

Founder & Chairman · Fairfax Financial Holdings

The 'Warren Buffett of Canada,' compounding Fairfax Financial's insurance float through contrarian value investments since 1985.

Portfolio value
$2.64B
Holdings
32
Last 13F filed
Aug 14, 2026
Report quarter
Q2 2026

Fairfax Financial Holdings Q1 2026 13F is a $1.94B, 29-position portfolio among the most concentrated activist books in the 13F-HR dataset: five positions account for 60.4% of AUM (ORLA Mining 25.8%, Under Armour Class A 13.1%, CVS 10.0%, Kennedy-Wilson 7.4%, Under Armour Class C 6.5%). Read the full Q2 2026 analysis →

Top holdings

1ORLAOrla Mining Ltd$568.46M21.5%2EGOEldorado Gold Corp$427.00M16.2%3KHCKraft Heinz Co$337.63M12.8%4UAAUnder Armour Inc$289.83M11.0%5CVSCvs Health Corp$280.50M10.6%6CLFCleveland-Cliffs Inc$139.90M5.3%7UAUnder Armour Inc$136.61M5.2%8TAPMolson Coors Beverage Co$77.67M2.9%9ATSAts Corp$70.49M2.7%10WENWendys Co$66.29M2.5%
Full holdings, history & AI analysis on the Fairfax Financial Holdings page →

Data source: Fairfax Financial Holdings’s SEC Form 13F-HR filings, most recently filed Aug 14, 2026. 13F filings disclose long U.S. equity positions only, with up to a 45-day lag. How we process this data →