What Prem Watsa Bought in Q1 2026
Fairfax Financial Holdings · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$1.94B
Total Value
29
Holdings
2
New Buys
2
Reduced
In Q1 2026, Prem Watsa reported 29 long equity positions worth $1.94B in their Fairfax Financial Holdings 13F filing, including 2 new positions (largest: WENDYS CO at $22.8M) and 7 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ORLA | ORLA MINING LTD | 31817229 | $501.6M | 25.82% | — |
| 2 | UAA | UNDER ARMOUR INC | 43000872 | $253.7M | 13.06% | +2.5% |
| 3 | CVS | CVS HEALTH CORP | 2712000 | $194.8M | 10.03% | — |
| 4 | KW | KENNEDY-WILSON HOLDINGS INC | 13322009 | $144.3M | 7.43% | — |
| 5 | UA | UNDER ARMOUR INC | 21999128 | $126.9M | 6.53% | 132.6% |
| 6 | CLF | CLEVELAND-CLIFFS INC | 14899273 | $125.7M | 6.47% | — |
| 7 | KHC | KRAFT HEINZ CO | 5268200 | $118.4M | 6.10% | +2.9% |
| 8 | BB | BLACKBERRY LTD | 34980220 | $113.3M | 5.83% | — |
| 9 | ATS | ATS CORP | 2486400 | $69.4M | 3.57% | — |
| 10 | TAP | MOLSON COORS BEVERAGE CO | 1438500 | $61.9M | 3.19% | +7.5% |
| 11 | HP | HELMERICH & PAYNE INC | 1174105 | $42.3M | 2.18% | — |
| 12 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 93700 | $31.7M | 1.63% | — |
| 13 | GM | GENERAL MOTORS CO | 375965 | $28.0M | 1.44% | — |
| 14 | PFE | PFIZER INC | 990900 | $27.8M | 1.43% | +11.2% |
| 15 | BNS | BANK NOVA SCOTIA | 359100 | $24.8M | 1.28% | — |
| 16 | WEN | WENDYS CO | 3268902 | $22.8M | 1.17% | NEW |
| 17 | MRK | MERCK & CO INC | 172900 | $20.8M | 1.07% | — |
| 18 | JNJ | JOHNSON & JOHNSON | 73400 | $17.9M | 0.92% | — |
| 19 | GTX | GARRETT MOTION INC | 184460 | $3.4M | 0.17% | -29.2% |
| 20 | CIGI | COLLIERS INTL GROUP INC | 25000 | $2.6M | 0.13% | +13.6% |
| 21 | CNI | CANADIAN NATIONAL RAILWAY CO | 24800 | $2.5M | 0.13% | +25.3% |
| 22 | LULU | LULULEMON ATHLETICA INC | 12500 | $1.9M | 0.10% | — |
| 23 | WBD | WARNER BROS DISCOVERY INC | 57900 | $1.6M | 0.08% | NEW |
| 24 | CPRI | CAPRI HOLDINGS LTD | 78100 | $1.4M | 0.07% | — |
| 25 | BRSL | BRIGHTSTAR LOTTERY PLC | 68733 | $875K | 0.05% | +87.6% |
| 26 | PENN | PENN ENTERTAINMENT INC | 54900 | $825K | 0.04% | — |
| 27 | BRK.A | Berkshire Hathaway Inc. Class A | 1 | $718K | 0.04% | — |
| 28 | MX | MAGNACHIP SEMICONDUCTOR CORP | 125000 | $349K | 0.02% | — |
| 29 | PRTHU | PRIORITY TECH HOLDINGS INC | 70500 | $333K | 0.02% | — |