Fairfax Financial (Prem Watsa)
Famous investorsFiles as FAIRFAX FINANCIAL HOLDINGS LTD/ CAN (SEC CIK 915191). Portfolio from its latest quarterly 13F-HR filing.
- $2.07B
- Tracked value
- 30
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | EGOELDORADO GOLD CORP /FI | 20.6% | NEW | 13,746,506 | $427M |
| 2 | KHCKraft Heinz Co | 16.3% | ▲ 172% | 14,306,500 | $337.63M |
| 3 | UAAUnder Armour, Inc. | 14.0% | ▲ 5.5% | 45,356,965 | $289.83M |
| 4 | CVSCVS HEALTH Corp | 13.6% | unch. | 2,712,000 | $280.5M |
| 5 | CLFCLEVELAND-CLIFFS INC. | 6.8% | unch. | 14,899,273 | $139.9M |
| 6 | UAUnder Armour, Inc. | 6.6% | unch. | 21,999,128 | $136.61M |
| 7 | TAPMOLSON COORS BEVERAGE CO | 3.8% | ▲ 38.7% | 1,994,500 | $77.67M |
| 8 | ATSATS Corp /ATS | 3.4% | unch. | 2,486,400 | $70.49M |
| 9 | WENWendy's Co | 3.2% | ▲ 145% | 8,005,627 | $66.29M |
| 10 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2.2% | unch. | 93,700 | $44.68M |
| 11 | HPHelmerich & Payne, Inc. | 1.9% | unch. | 1,174,105 | $38.45M |
| 12 | BNSBANK OF NOVA SCOTIA | 1.5% | unch. | 359,100 | $31.17M |
| 13 | GMGeneral Motors Co | 1.4% | unch. | 375,965 | $28.97M |
| 14 | PFEPFIZER INC | 1.2% | ▲ 5.3% | 1,043,900 | $25.12M |
| 15 | MRKMerck & Co., Inc. | 1.1% | unch. | 172,900 | $22.2M |
| 16 | JNJJOHNSON & JOHNSON | 0.9% | unch. | 73,400 | $18.64M |
| 17 | KSPIJoint Stock Co Kaspi.kz | 0.4% | NEW | 106,000 | $9.18M |
| 18 | RCIROGERS COMMUNICATIONS INC | 0.2% | NEW | 150,200 | $4.87M |
| 19 | GTXGarrett Motion Inc. | 0.2% | ▼ 44.3% | 102,783 | $3.72M |
| 20 | CNICANADIAN NATIONAL RAILWAY CO | 0.1% | unch. | 24,800 | $2.95M |
| 21 | CIGIColliers International Group Inc. | 0.1% | unch. | 25,000 | $2.33M |
| 22 | WBDWarner Bros. Discovery, Inc. | 0.1% | ▲ 41.5% | 81,900 | $2.18M |
| 23 | DPZDOMINOS PIZZA INC | 0.1% | NEW | 7,230 | $2.14M |
| 24 | CPRICapri Holdings Ltd | 0.1% | unch. | 78,100 | $1.45M |
| 25 | LULUlululemon athletica inc. | 0.1% | unch. | 12,500 | $1.43M |
| 26 | PENNPENN Entertainment, Inc. | 0.1% | unch. | 54,900 | $1.17M |
| 27 | BRK-ABERKSHIRE HATHAWAY INC | 0.0% | unch. | 1 | $748.8K |
| 28 | BRSLBrightstar Lottery PLC | 0.0% | unch. | 68,733 | $737.5K |
| 29 | CPACCEMENTOS PACASMAYO SAA | 0.0% | NEW | 50,000 | $594.5K |
| 30 | MXMAGNACHIP SEMICONDUCTOR Corp | 0.0% | ▼ 50.0% | 62,500 | $296.3K |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
Never miss a Fairfax Financial (Prem Watsa) 13F.
Get an email when Fairfax Financial (Prem Watsa) files its next quarterly 13F with the SEC, including the portfolio's notable changes. Free, no account needed.
Free foreverNo account requiredOne-click unsubscribe
Source: SEC EDGAR Form 13F-HR filings.