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Prem Watsa · quarter digest

What Prem Watsa did in Q2 2026

Fairfax Financial filed 15 moves in Q2 2026: 5 new, 5 add, 2 trim, 3 exit.

13F filed 2026-08-14. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.

New positions · 5

Fresh money

EGOELDORADO GOLD CORP
NEW·16.2% book·+17
KSPIKASPI KZ JSC
NEW·0.3% book·−1
RCIROGERS COMMUNICATIONS INC
NEW·0.2% book·−2
DPZDOMINO'S PIZZA INC
NEW·0.1% book·+6
CPACCEMENTOS PACASMAYO SAA
NEW·0.0% book·+8
Adds · 5

Adding to conviction

ORLAORLA MINING LTD
ADD +84%·21.5% book·+17
KHCKRAFT HEINZ CO
ADD +172%·12.8% book·+19
TAPMOLSON COORS BEVERAGE CO
ADD +39%·2.9% book·+12
WENWENDYS CO
ADD +145%·2.5% book·+10
WBDWARNER BROS DISCOVERY INC
ADD +41%·0.1% book·−3
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Trims · 2

Taking chips off

GTXGARRETT MOTION INC
TRIM -44%·0.1% book·−13
MXMAGNACHIP SEMICONDUCTOR CORP
TRIM -50%·0.0% book·0
Exits · 3

Closed positions

KWKENNEDY-WILSON HOLDINGS INC
EXIT·0.0% book·−6
BBBLACKBERRY LTD
EXIT·0.0% book·−10
PRTHPRIORITY TECH HOLDINGS INC
EXIT·0.0% book·−3
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.

Deep dive

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