Prem Watsa · quarter digest
What Prem Watsa did in Q1 2025
Fairfax Financial filed 6 moves in Q1 2025: 1 new, 1 add, 2 trim, 2 exit.
13F filed 2025-05-15. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.
New positions · 1
Fresh money
LWAYLIFEWAY FOODS INC
NEW·0.0% book·+5
Adds · 1
Adding to conviction
CLFCLEVELAND-CLIFFS INC
ADD +153%·6.6% book·+12
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Remove with Pro →Trims · 2
Taking chips off
CIGICOLLIERS INTL GROUP INC
TRIM -12%·0.1% book·+6
KKRKKR & CO INC
TRIM -15%·0.1% book·−13
Exits · 2
Closed positions
TFIITFI INTL INC
EXIT·0.0% book·−7
XERSXERIS BIOPHARMA HOLDINGS INC
EXIT·0.0% book·−10
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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Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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