Portfolios of the great investors (13F)
Prem Watsa portfolio · Fairfax
13F for 2026-06-30 filed with the SEC, compared with 2026-03-31.
- Reported value
- 2.638 M$
- Holdings
- 32
- Buys
- 13
- Sells
- 5
| Eldorado Gold Corp | new |
| Kaspi Kz Jsc | new |
| Rogers Communications Inc (B) | new |
| Domino'S Pizza Inc | new |
| Electronic Arts Inc | new |
| Cementos Pacasmayo Saa | new |
| Orla Mining Ltd | increased 84% |
| Kraft Heinz Co | increased 172% |
| Under Armour Inc (A) | increased 5% |
| Molson Coors Beverage Co (B) | increased 39% |
| Wendys Co | increased 145% |
| Pfizer Inc | increased 5% |
| Warner Bros Discovery Inc (A) | increased 41% |
| Kennedy-Wilson Holdings Inc | sold out |
| Blackberry Ltd | sold out |
| Priority Tech Holdings Inc | sold out |
| Garrett Motion Inc | reduced -44% |
| Magnachip Semiconductor Corp | reduced -50% |
All holdings
| Company | Weight | Value | Shares | Change |
|---|---|---|---|---|
| Orla Mining Ltd | 21,5% | 568 M$ | 58.399.504 | increased 84% |
| Eldorado Gold Corp | 16,2% | 427 M$ | 13.746.506 | new |
| Kraft Heinz Co | 12,8% | 338 M$ | 14.306.500 | increased 172% |
| Under Armour Inc (A) | 11,0% | 290 M$ | 45.356.965 | increased 5% |
| Cvs Health Corp | 10,6% | 281 M$ | 2.712.000 | |
| Cleveland-Cliffs Inc | 5,3% | 140 M$ | 14.899.273 | |
| Under Armour Inc (C) | 5,2% | 137 M$ | 21.999.128 | |
| Molson Coors Beverage Co (B) | 2,9% | 78 M$ | 1.994.500 | increased 39% |
| Ats Corp | 2,7% | 70 M$ | 2.486.400 | |
| Wendys Co | 2,5% | 66 M$ | 8.005.627 | increased 145% |
| Taiwan Semiconductor Mfg Ltd | 1,7% | 45 M$ | 93.700 | |
| Helmerich & Payne Inc | 1,5% | 38 M$ | 1.174.105 | |
| Bank Nova Scotia | 1,2% | 31 M$ | 359.100 | |
| General Motors Co | 1,1% | 29 M$ | 375.965 | |
| Pfizer Inc | 1,0% | 25 M$ | 1.043.900 | increased 5% |
| Merck & Co Inc | 0,8% | 22 M$ | 172.900 | |
| Johnson & Johnson | 0,7% | 19 M$ | 73.400 | |
| Kaspi Kz Jsc | 0,3% | 9 M$ | 106.000 | new |
| Rogers Communications Inc (B) | 0,2% | 5 M$ | 150.200 | new |
| Garrett Motion Inc | 0,1% | 4 M$ | 102.783 | reduced -44% |
| Canadian National Railway Co | 0,1% | 3 M$ | 24.800 | |
| Colliers Intl Group Inc | 0,1% | 2 M$ | 25.000 | |
| Warner Bros Discovery Inc (A) | 0,1% | 2 M$ | 81.900 | increased 41% |
| Domino'S Pizza Inc | 0,1% | 2 M$ | 7.230 | new |
| Capri Holdings Ltd | 0,1% | 1 M$ | 78.100 | |
| Lululemon Athletica Inc | 0,1% | 1 M$ | 12.500 | |
| Penn Entertainment Inc | 0,0% | 1 M$ | 54.900 | |
| Electronic Arts Inc | 0,0% | 1 M$ | 5.100 | new |
| Berkshire Hathaway Inc (A) | 0,0% | 748.836 | 1 | |
| Brightstar Lottery Plc | 0,0% | 737.505 | 68.733 | |
| Cementos Pacasmayo Saa | 0,0% | 594.500 | 50.000 | new |
| Magnachip Semiconductor Corp | 0,0% | 296.250 | 62.500 | reduced -50% |
Public SEC data (EDGAR). A 13F is filed up to 45 days after the quarter ends, only covers US-listed stocks and does not say at what price they were bought. This is not investment advice.
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