Prem Watsa · quarter digest
What Prem Watsa did in Q4 2024
Fairfax Financial filed 18 moves in Q4 2024: 5 new, 5 add, 2 trim, 6 exit.
13F filed 2025-02-14. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.
New positions · 5
Fresh money
CVSCVS HEALTH CORP
NEW·7.8% book·0
ATSATS CORP
NEW·4.7% book·+10
TAPMOLSON COORS BEVERAGE CO
NEW·4.4% book·+12
CLFCLEVELAND-CLIFFS INC
NEW·3.6% book·+12
FNVFRANCO-NEVADA CORP
NEW·0.1% book·−2
Adds · 5
Adding to conviction
KHCKRAFT HEINZ CO
ADD +342%·6.5% book·+19
HPHELMERICH & PAYNE INC
ADD +39%·1.6% book·+5
BNSBANK OF NOVA SCOTIA
ADD +24%·1.2% book·−1
PFEPFIZER INC
ADD +41%·1.1% book·+10
GTXGARRETT MOTION INC
ADD +7%·0.2% book·−13
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Remove with Pro →Trims · 2
Taking chips off
CPRICAPRI HOLDINGS LTD
TRIM -61%·0.1% book·−7
XERSXERIS BIOPHARMA HOLDINGS INC
TRIM -18%·0.0% book·−10
Exits · 6
Closed positions
Current top holdings
Prem Watsa’s book, latest snapshot
Other quarters for Prem Watsa
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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