What Prem Watsa Bought in Q3 2024
Fairfax Financial Holdings · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$1.10B
Total Value
31
Holdings
2
New Buys
1
Reduced
In Q3 2024, Prem Watsa reported 31 long equity positions worth $1.10B in their Fairfax Financial Holdings 13F filing, including 2 new positions (largest: KRAFT HEINZ CO at $26.3M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | OXY | OCCIDENTAL PETE CORP | 6020418 | $310.2M | 28.21% | — |
| 2 | ORLA | ORLA MINING LTD | 56817229 | $225.8M | 20.54% | +2.1% |
| 3 | KW | KENNEDY-WILSON HOLDINGS INC | 13322009 | $147.2M | 13.39% | — |
| 4 | BB | BLACKBERRY LTD | 46724700 | $122.4M | 11.13% | — |
| 5 | UAA | UNDER ARMOUR INC | 6311800 | $56.2M | 5.11% | +49.4% |
| 6 | GOOGL | ALPHABET INC | 274620 | $45.6M | 4.14% | — |
| 7 | KHC | KRAFT HEINZ CO | 750000 | $26.3M | 2.39% | NEW |
| 8 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 141700 | $24.6M | 2.24% | — |
| 9 | MRK | MERCK & CO INC | 172900 | $19.6M | 1.79% | — |
| 10 | HP | HELMERICH & PAYNE INC | 555105 | $16.9M | 1.54% | — |
| 11 | GM | GENERAL MTRS CO | 375965 | $16.9M | 1.53% | — |
| 12 | BNS | BANK OF NOVA SCOTIA | 289100 | $15.8M | 1.43% | — |
| 13 | PFE | PFIZER INC | 460900 | $13.3M | 1.21% | — |
| 14 | JNJ | JOHNSON & JOHNSON | 73400 | $11.9M | 1.08% | — |
| 15 | CPRI | CAPRI HOLDINGS LTD | 202100 | $8.6M | 0.78% | — |
| 16 | MU | MICRON TECHNOLOGY INC | 80000 | $8.3M | 0.75% | +99.5% |
| 17 | INTC | INTEL CORP | 190000 | $4.5M | 0.41% | — |
| 18 | CIGI | COLLIERS INTL GROUP INC | 25000 | $3.8M | 0.35% | — |
| 19 | KKR | KKR & CO INC | 23500 | $3.1M | 0.28% | — |
| 20 | QSR | RESTAURANT BRANDS INTL INC | 42000 | $3.0M | 0.27% | — |
| 21 | GNTX | GENTEX CORP | 85000 | $2.5M | 0.23% | — |
| 22 | GTX | GARRETT MOTION INC | 285760 | $2.3M | 0.21% | — |
| 23 | FNV | FRANCO NEV CORP | 16800 | $2.1M | 0.19% | +21.7% |
| 24 | TFII | TFI INTL INC | 13300 | $1.8M | 0.17% | — |
| 25 | ATHM | AUTOHOME INC | 54000 | $1.8M | 0.16% | -41.9% |
| 26 | ATS | ATS CORPORATION | 56700 | $1.6M | 0.15% | NEW |
| 27 | MGM | MGM RESORTS INTERNATIONAL | 29500 | $1.2M | 0.10% | — |
| 28 | BRK.A | Berkshire Hathaway Inc. Class A | 1 | $690K | 0.06% | — |
| 29 | MX | MAGNACHIP SEMICONDUCTOR CORP | 125000 | $583K | 0.05% | — |
| 30 | TGNA | TEGNA INC | 32000 | $505K | 0.05% | — |
| 31 | XERS | XERIS BIOPHARMA HOLDINGS INC | 170937 | $485K | 0.04% | — |