What Prem Watsa Bought in Q1 2025
Fairfax Financial Holdings · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$1.84B
Total Value
29
Holdings
1
New Buys
3
Reduced
In Q1 2025, Prem Watsa reported 29 long equity positions worth $1.84B in their Fairfax Financial Holdings 13F filing, including 1 new positions (largest: LIFEWAY FOODS INC at $425K) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ORLA | ORLA MINING LTD | 56817229 | $527.0M | 28.57% | — |
| 2 | OXY | OCCIDENTAL PETROLEUM CORP | 6020418 | $297.4M | 16.12% | — |
| 3 | CVS | CVS HEALTH CORP | 2712000 | $183.8M | 9.96% | — |
| 4 | BB | BLACKBERRY LTD | 46724700 | $175.7M | 9.52% | — |
| 5 | CLF | CLEVELAND-CLIFFS INC | 14899273 | $122.5M | 6.64% | 152.6% |
| 6 | KW | KENNEDY-WILSON HOLDINGS INC | 13322009 | $115.5M | 6.26% | — |
| 7 | KHC | KRAFT HEINZ CO | 3359000 | $102.2M | 5.54% | +1.4% |
| 8 | TAP | MOLSON COORS BEVERAGE CO | 1206500 | $73.5M | 3.98% | +1.7% |
| 9 | ATS | ATS CORP | 2486400 | $60.8M | 3.29% | — |
| 10 | UAA | UNDER ARMOUR INC | 6311800 | $39.4M | 2.13% | — |
| 11 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 141700 | $23.5M | 1.27% | — |
| 12 | HP | HELMERICH & PAYNE INC | 774105 | $20.2M | 1.10% | — |
| 13 | GM | GENERAL MOTORS CO | 375965 | $17.7M | 0.96% | — |
| 14 | BNS | BANK OF NOVA SCOTIA | 359100 | $17.0M | 0.92% | — |
| 15 | PFE | PFIZER INC | 650900 | $16.5M | 0.89% | — |
| 16 | MRK | MERCK & CO INC | 172900 | $15.5M | 0.84% | — |
| 17 | JNJ | JOHNSON & JOHNSON | 73400 | $12.2M | 0.66% | — |
| 18 | MU | MICRON TECHNOLOGY INC | 80000 | $7.0M | 0.38% | — |
| 19 | FNV | FRANCO-NEVADA CORP | 16800 | $2.6M | 0.14% | — |
| 20 | CIGI | COLLIERS INTL GROUP INC | 22000 | $2.6M | 0.14% | -12.0% |
| 21 | GTX | GARRETT MOTION INC | 304360 | $2.5M | 0.14% | — |
| 22 | KKR | KKR & CO INC | 20000 | $2.3M | 0.13% | -14.9% |
| 23 | GNTX | GENTEX CORP | 85000 | $2.0M | 0.11% | — |
| 24 | CPRI | CAPRI HOLDINGS LTD | 78100 | $1.5M | 0.08% | — |
| 25 | ATHM | AUTOHOME INC | 54000 | $1.5M | 0.08% | — |
| 26 | MGM | MGM RESORTS INTERNATIONAL | 29500 | $875K | 0.05% | — |
| 27 | BRK.A | Berkshire Hathaway Inc. Class A | 1 | $798K | 0.04% | — |
| 28 | MX | MAGNACHIP SEMICONDUCTOR CORP | 125000 | $429K | 0.02% | — |
| 29 | LWAY | LIFEWAY FOODS INC | 17367 | $425K | 0.02% | NEW |