Investor profile · Q1 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

$1.94B

Holdings

Last 13F filed

May 15, 2026

Report quarter

Q1 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 Q1 2026 analysis →

Top holdings

1ORLAOrla Mining Ltd$501.58M25.8%2UAAUnder Armour Inc$253.71M13.1%3CVSCvs Health Corp$194.78M10.0%4KWKennedy-Wilson Holdings Inc$144.28M7.4%5UAUnder Armour Inc$126.93M6.5%6CLFCleveland-Cliffs Inc$125.75M6.5%7KHCKraft Heinz Co$118.43M6.1%8BBBlackberry Ltd$113.34M5.8%9ATSAts Corp$69.35M3.6%10TAPMolson Coors Beverage Co$61.94M3.2%

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 May 15, 2026. 13F filings disclose long U.S. equity positions only, with up to a 45-day lag. How we process this data →