What Prem Watsa Bought in Q2 2026
Fairfax Financial Holdings · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$2.64B
Total Value
32
Holdings
6
New Buys
3
Reduced
In Q2 2026, Prem Watsa reported 32 long equity positions worth $2.64B in their Fairfax Financial Holdings 13F filing, including 6 new positions (largest: ELDORADO GOLD CORP at $427.0M) and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ORLA | ORLA MINING LTD | 58399504 | $568.5M | 21.55% | +83.5% |
| 2 | EGO | ELDORADO GOLD CORP | 13746506 | $427.0M | 16.18% | NEW |
| 3 | KHC | KRAFT HEINZ CO | 14306500 | $337.6M | 12.80% | 171.6% |
| 4 | UAA | UNDER ARMOUR INC | 45356965 | $289.8M | 10.98% | +5.5% |
| 5 | CVS | CVS HEALTH CORP | 2712000 | $280.5M | 10.63% | — |
| 6 | CLF | CLEVELAND-CLIFFS INC | 14899273 | $139.9M | 5.30% | — |
| 7 | UA | UNDER ARMOUR INC | 21999128 | $136.6M | 5.18% | — |
| 8 | TAP | MOLSON COORS BEVERAGE CO | 1994500 | $77.7M | 2.94% | +38.7% |
| 9 | ATS | ATS CORP | 2486400 | $70.5M | 2.67% | — |
| 10 | WEN | WENDYS CO | 8005627 | $66.3M | 2.51% | +144.9% |
| 11 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 93700 | $44.7M | 1.69% | — |
| 12 | HP | HELMERICH & PAYNE INC | 1174105 | $38.5M | 1.46% | — |
| 13 | BNS | BANK NOVA SCOTIA | 359100 | $31.2M | 1.18% | — |
| 14 | GM | GENERAL MOTORS CO | 375965 | $29.0M | 1.10% | — |
| 15 | PFE | PFIZER INC | 1043900 | $25.1M | 0.95% | 5.3% |
| 16 | MRK | MERCK & CO INC | 172900 | $22.2M | 0.84% | — |
| 17 | JNJ | JOHNSON & JOHNSON | 73400 | $18.6M | 0.71% | — |
| 18 | KSPI | KASPI KZ JSC | 106000 | $9.2M | 0.35% | NEW |
| 19 | RCIAF | ROGERS COMMUNICATIONS INC | 150200 | $4.9M | 0.18% | NEW |
| 20 | GTX | GARRETT MOTION INC | 102783 | $3.7M | 0.14% | -44.3% |
| 21 | CNI | CANADIAN NATIONAL RAILWAY CO | 24800 | $3.0M | 0.11% | — |
| 22 | CIGI | COLLIERS INTL GROUP INC | 25000 | $2.3M | 0.09% | — |
| 23 | WBD | WARNER BROS DISCOVERY INC | 81900 | $2.2M | 0.08% | +41.5% |
| 24 | DPZ | DOMINO'S PIZZA INC | 7230 | $2.1M | 0.08% | NEW |
| 25 | CPRI | CAPRI HOLDINGS LTD | 78100 | $1.5M | 0.05% | — |
| 26 | LULU | LULULEMON ATHLETICA INC | 12500 | $1.4M | 0.05% | — |
| 27 | PENN | PENN ENTERTAINMENT INC | 54900 | $1.2M | 0.04% | — |
| 28 | EA | ELECTRONIC ARTS INC | 5100 | $1.0M | 0.04% | NEW |
| 29 | BRK.A | Berkshire Hathaway Inc. Class A | 1 | $749K | 0.03% | — |
| 30 | BRSL | BRIGHTSTAR LOTTERY PLC | 68733 | $738K | 0.03% | — |
| 31 | CPAC | CEMENTOS PACASMAYO SAA | 50000 | $595K | 0.02% | NEW |
| 32 | MX | MAGNACHIP SEMICONDUCTOR CORP | 62500 | $296K | 0.01% | +-50.0% |