Prem Watsa – Fairfax Financial Holdings Ltd

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
28
Portfolio value:
$1,942,670,000
Filed:
May 15, 2026
Style:
Insurance / Value
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 262 new6 added1 reduced2 exited
UAAUNDER ARMOUR INCAdd 133.00%12,541,7734.36
WENWENDYS COBuy3,268,9021.17
PFEPFIZER INCAdd 11.00%100,0000.37
TAPMOLSON COORS BEVERAGE COAdd 7.00%100,0000.19
WBDWARNER BROS DISCOVERY INCBuy57,9000.08
CNICANADIAN NATIONAL RAILWAY COAdd 25.00%5,0000.04
CIGICOLLIERS INTL GROUP INCAdd 14.00%3,0000.02
BRSLBRIGHTSTAR LOTTERY PLCAdd 88.00%32,1000.02
Q4 2025filed Feb 17, 263 new1 added3 reduced3 exited
UAAUNDER ARMOUR INCAdd 565.00%35,647,1238.48
UAAUNDER ARMOUR INCBuy9,457,3552.18
CNICANADIAN NATIONAL RAILWAY COBuy19,8000.09
PRTHPRIORITY TECH HOLDINGS INCBuy70,5000.02
Q3 2025filed Nov 14, 253 new3 added2 reduced2 exited
HPHELMERICH & PAYNE INCAdd 21.00%200,0000.47
TAPMOLSON COORS BEVERAGE COAdd 6.00%71,5710.30
PFEPFIZER INCAdd 37.00%240,0000.26
LULULULULEMON ATHLETICA INCBuy25,0000.22
DLTRDOLLAR TREE INCBuy44,3800.20
MFIBRIGHTSTAR LOTTERY PLCBuy36,6330.03
Q2 2025filed Aug 14, 252 new3 added2 reduced3 exited
VOOVANGUARD INDEX FUNDSBuy72,9002.21
KHCKRAFT HEINZ COAdd 45.00%1,525,0001.20
HPHELMERICH & PAYNE INCAdd 26.00%200,0000.31
PENNPENN ENTERTAINMENT INCBuy54,9000.05
LWAYLIFEWAY FOODS INCAdd 82.00%14,2510.02
Q1 2025filed May 15, 251 new1 added2 reduced3 exited
CLFCLEVELAND-CLIFFS INCAdd 153.00%9,000,0003.22
LWAYLIFEWAY FOODS INCBuy17,3670.02
Q4 2024filed Feb 14, 254 new6 added2 reduced4 exited
CVSCVS HEALTH CORPBuy2,712,0007.82
ATSATS CORPAdd 4285.00%2,429,7004.60
TAP-AMOLSON COORS BEVERAGE COBuy1,186,5004.37
KHCKRAFT HEINZ COAdd 342.00%2,564,0004.14
CLFCLEVELAND-CLIFFS INCBuy5,899,2733.56
BNSBANK OF NOVA SCOTIAAdd 24.00%70,0000.20
PFEPFIZER INCAdd 41.00%190,0000.10
HPHELMERICH & PAYNE INCAdd 39.00%219,0000.06
GTXGARRETT MOTION INCAdd 7.00%18,6000.04
REVANCE THERAPEUTICS INCBuy21,1580.00
Q3 2024filed Nov 14, 242 new3 added1 reduced9 exited
UAAUNDER ARMOUR INCAdd 49.00%2,088,1002.73
KHCKRAFT HEINZ COBuy750,0002.39
MUMICRON TECHNOLOGY INCAdd 100.00%39,9000.31
ATSATS CORPORATIONBuy56,7000.15
FNVFRANCO NEV CORPAdd 22.00%3,0000.05