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Prem Watsa · quarter digest

What Prem Watsa did in Q1 2026

Fairfax Financial filed 12 moves in Q1 2026: 3 new, 6 add, 1 trim, 2 exit.

13F filed 2026-05-15. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.

New positions · 3

Fresh money

BNSBANK NOVA SCOTIA
NEW·1.3% book·−1
WENWENDYS CO
NEW·1.2% book·+10
WBDWARNER BROS DISCOVERY INC
NEW·0.1% book·−3
Adds · 6

Adding to conviction

UAAUNDER ARMOUR INC
ADD +26%·19.6% book·+20
TAPMOLSON COORS BEVERAGE CO
ADD +7%·3.2% book·+12
PFEPFIZER INC
ADD +11%·1.4% book·+10
CNICANADIAN NATIONAL RAILWAY CO
ADD +25%·0.1% book·−3
CIGICOLLIERS INTL GROUP INC
ADD +14%·0.1% book·+6
BRSLBRIGHTSTAR LOTTERY PLC
ADD +88%·0.0% book·+4
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Trims · 1

Taking chips off

GTXGARRETT MOTION INC
TRIM -29%·0.2% book·−13
Exits · 2

Closed positions

OXYOCCIDENTAL PETROLEUM CORP
EXIT·0.0% book·+21
BNSBANK OF NOVA SCOTIA
EXIT·0.0% book·−1
Current top holdings

Prem Watsa’s book, latest snapshot

#TickerWeight
1BB
BlackBerry
18.2%
2OXY
Occidental Petroleum
13.5%
3KW
Kennedy-Wilson Holdings
9.8%
4MU
Micron Technology
7.4%
5CVS
CVS Health
5.9%
Other quarters for Prem Watsa

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.

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