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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Prem Watsa – Fairfax Financial

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
32
Portfolio value:
$2,638,454,000
Filed:
Aug 14, 2026
Style:
Insurance / Value
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 266 new7 added2 reduced3 exited
≡KW – KENNEDY-WILSON HOLDINGS INCSell−13,322,009−7.43
≡BB – BLACKBERRY LTDSell−34,980,220−5.83
≡GTX – GARRETT MOTION INCReduce 44.28%−81,677−0.03
≡PRTH – PRIORITY TECH HOLDINGS INCSell−70,500−0.02
≡MX – MAGNACHIP SEMICONDUCTOR CORPReduce 50.00%−62,500−0.01
Q1 2026filed May 15, 262 new6 added1 reduced2 exited
≡OXY – OCCIDENTAL PETROLEUM CORPSell−6,050,418−11.94
≡VOO – VANGUARD INDEX FUNDSSell−58,248−1.75
≡GTX – GARRETT MOTION INCReduce 29.18%−76,000−0.05
Q4 2025filed Feb 17, 263 new1 added3 reduced3 exited
≡ORLA – ORLA MINING LTDReduce 44.00%−25,000,000−9.24
≡DLTR – DOLLAR TREE INCSell−44,380−0.20
≡FNV – FRANCO-NEVADA CORPSell−16,800−0.18
≡KKR – KKR & CO INCSell−20,000
Q3 2025filed Nov 14, 253 new3 added2 reduced2 exited
≡BB – BLACKBERRY LTDReduce 13.21%−5,389,380−1.63
≡VOO – VANGUARD INDEX FUNDSReduce 20.10%−14,652−0.48
≡ATHM – AUTOHOME INCSell−54,000−0.07
≡LWAY – LIFEWAY FOODS INCSell−31,618
Q2 2025filed Aug 14, 252 new3 added2 reduced3 exited
≡BB – BLACKBERRY LTDReduce 12.71%−5,940,0000.46
≡MU – MICRON TECHNOLOGY INCSell−80,000−0.38
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 33.87%−48,000−0.14
≡GNTX – GENTEX CORPSell−85,000
Q1 2025filed May 15, 251 new1 added2 reduced3 exited
≡REVANCE THERAPEUTICS INCSell−21,158−3.96
≡TFII – TFI INTL INCSell−13,300−0.11
≡KKR – KKR & CO INCReduce 14.89%−3,500−0.09
≡CIGI – COLLIERS INTL GROUP INCReduce 12.00%−3,000−0.06
Q4 2024filed Feb 14, 254 new6 added2 reduced4 exited
≡GOOGL – ALPHABET INCSell−274,620−4.14
≡CPRI – CAPRI HOLDINGS LTDReduce 61.36%−124,000−0.68
≡INTC – INTEL CORPSell−190,000−0.41
≡QSR – RESTAURANT BRANDS INTL INCSell−42,000
Q3 2024filed Nov 14, 242 new3 added1 reduced9 exited
≡VOO – VANGUARD INDEX FDSSell−95,000−4.02
≡BEN – FRANKLIN RESOURCES INCSell−1,000,000−1.89
≡BABA – ALIBABA GROUP HLDG LTDSell−292,800−1.78
≡META – META PLATFORMS INCSell−12,800
Q2 2024filed Aug 14, 242 new4 added1 reduced6 exited
≡MU – MICRON TECHNOLOGY INCReduce 94.23%−655,000−6.22
≡CCAP – CRESCENT CAPITAL BDC INCSell−1,945,858−2.73
≡GE – GENERAL ELECTRIC COSell−25,600−0.37
≡CRDO – CREDO TECHNOLOGY GROUP HOLDINGSell−87,566
Q1 2024filed May 15, 241 new3 added6 reduced16 exited
≡MU – MICRON TECHNOLOGY INCReduce 82.23%−3,216,549−16.05
≡VOO – VANGUARD INDEX FDSReduce 80.00%−32,000−0.88
≡META – META PLATFORMS INCSell−21,600−0.52
≡CCAP – CRESCENT CAPITAL BDC INCReduce 7.02%−146,840
Q4 2023filed Feb 14, 242 new2 added5 reduced6 exited
≡BLACKBERRY LTDSell−330,000,000−17.86
≡INTC – INTEL CORPReduce 74.75%−562,500−0.78
≡GE – GENERAL ELECTRIC COReduce 72.57%−67,712−0.33
≡GOOGL – ALPHABET INCReduce 17.93%−60,0000.26
Q3 2023filed Nov 14, 232 new1 added6 reduced2 exited
≡VOO – VANGUARD INDEX FDSReduce 52.38%−44,000−0.97
≡DICE THERAPEUTICS INCSell−130,000−0.32
≡ACTIVISION BLIZZARD INCReduce 53.43%−31,900−0.13
≡ARCO PLATFORM LTDSell−63,156−0.04
≡
−0.13
≡LULU – LULULEMON ATHLETICA INCReduce 50.00%−12,500−0.09
≡GTX – GARRETT MOTION INCReduce 13.71%−41,4000.02
−0.04
−0.11
≡MGM – MGM RESORTS INTERNATIONALSell−29,500−0.05
≡XERS – XERIS BIOPHARMA HOLDINGS INCSell−139,687−0.03
−0.27
≡TGNA – TEGNA INCSell−32,000−0.05
≡XERS – XERIS BIOPHARMA HOLDINGS INCReduce 18.28%−31,250−0.01
−0.55
≡SPIRIT AEROSYSTEMS HLDGS INCSell−152,000−0.42
≡DOO – BRP INCSell−21,200−0.11
≡LBRDK – LIBERTY BROADBAND CORPSell−14,780−0.07
≡ATHM – AUTOHOME INCReduce 41.94%−39,000−0.06
≡TXNM – PNM RES INCSell−17,000−0.05
≡UNITED STATES STL CORPSell−8,900−0.03
−0.15
≡CP – CANADIAN PACIFIC KANSAS CITYSell−19,100−0.14
≡CVS – CVS HEALTH CORPSell−15,000−0.10
≡FHN – FIRST HORIZON CORPSell−69,650−0.09
0.26
≡OSISKO GOLD ROYALTIES LTDSell−160,000−0.16
≡MIDD – MIDDLEBY CORPSell−14,500−0.15
≡EPAM – EPAM SYSTEMS INCSell−6,950−0.14
≡BN – BROOKFIELD CORPSell−50,000−0.14
≡UA – UNDER ARMOUR INCSell−229,000−0.13
≡IMAX – IMAX CORPSell−125,000−0.13
≡ATS – ATS CORPSell−40,000−0.12
≡U S SILICA HOLDINGS INCSell−130,000−0.10
≡J – JACOBS SOLUTIONS INCSell−11,000−0.10
≡DENN – DENNY'S CORPSell−125,000−0.09
≡DIN – DINE BRANDS GLOBAL INCSell−20,000−0.07
≡ICD 06/17/16 C2.5 – INDEPENDENCE CONTRACT DRILLINGSell−390,294−0.07
≡BIL – SPDR SER TRSell−10,000−0.06
≡DK – DELEK US HOLDINGS INCSell−32,000−0.06
≡DAR – DARLING INGREDIENTS INCSell−16,200−0.05
≡FHN – FIRST HORIZON CORPReduce 50.00%−69,650−0.05
≡TFII – TFI INTL INCReduce 13.07%−2,0000.03
≡UNITED STATES STEEL CORPReduce 50.28%−9,000−0.03
≡ACTIVISION BLIZZARD INCSell−27,800−0.14
≡INDEPENDENCE CONTRACT DRILLINGSell−390,294−0.06
≡LIBERTY TRIPADVISOR HOLDINGSSell−1,650,000−0.04
≡TSAT – TELESAT CORPSell−54,000−0.04
≡TFII – TFI INTERNATIONAL INCReduce 8.93%−1,5000.03
≡CONSOLIDATED COMM HOLDINGS INCSell−78,850−0.01
≡KKR – KKR & CO INCReduce 34.72%−12,5000.01
TFII – TFI INTERNATIONAL INC
Reduce 28.81%
−6,800
−0.03
≡GE – GENERAL ELECTRIC COReduce 5.61%−5,550−0.02
≡TSAT – TELESAT CORPReduce 28.95%−22,0000.00
≡KKR – KKR & CO INCReduce 10.00%−4,000−0.00