Prem Watsa · quarter digest
What Prem Watsa did in Q4 2025
Fairfax Financial filed 10 moves in Q4 2025: 2 new, 2 add, 3 trim, 3 exit.
13F filed 2026-02-14. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.
New positions · 2
Fresh money
CNICANADIAN NATIONAL RAILWAY CO
NEW·0.1% book·−3
PRTHPRIORITY TECH HOLDINGS INC
NEW·0.0% book·−3
Adds · 2
Adding to conviction
ADD +15%·15.5% book·+21
“Aligning with Buffett on Occidental.”
UAAUNDER ARMOUR INC
ADD +715%·12.4% book·+20
Advertisement
Remove with Pro →Trims · 3
Taking chips off
ORLAORLA MINING LTD
TRIM -44%·20.7% book·+17
GTXGARRETT MOTION INC
TRIM -14%·0.2% book·−13
LULULULULEMON ATHLETICA INC
TRIM -50%·0.1% book·+7
Exits · 3
Closed positions
DLTRDOLLAR TREE INC
EXIT·0.0% book·−7
FNVFRANCO-NEVADA CORP
EXIT·0.0% book·−2
KKRKKR & CO INC
EXIT·0.0% book·−13
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.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.
Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
See price on Amazon
Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
See price on Amazon
See the full investing reading list
More by topic:Foundations