Prem Watsa - Fairfax Financial Holdings

Portfolio

$2.64 B

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


—	ORLA MINING LTD	21.55%	Add 83.55%	58,399,504	$9.73	$568.46 M	—	—
—	ELDORADO GOLD CORP	16.18%	Buy	13,746,506	$31.06	$427.00 M	—	—
—	KRAFT HEINZ CO	12.80%	Add 171.56%	14,306,500	$23.60	$337.63 M	$25.51	+8.09%
UAA	UAAUNDER ARMOUR INC	10.98%	Add 5.48%	45,356,965	$6.39	$289.83 M	$5.07	-20.66%
CVS	CVSCVS HEALTH CORP	10.63%		2,712,000	$103.43	$280.50 M	$95.40	-7.76%
CLF	CLFCLEVELAND-CLIFFS INC	5.30%		14,899,273	$9.39	$139.90 M	$11.68	+24.39%
UA	UAUNDER ARMOUR INC	5.18%		21,999,128	$6.21	$136.61 M	$5.02	-19.16%
—	MOLSON COORS BEVERAGE CO	2.94%	Add 38.65%	1,994,500	$38.94	$77.67 M	—	—
—	ATS CORP	2.67%		2,486,400	$28.35	$70.49 M	—	—
WEN	WENWENDYS CO	2.51%	Add 144.90%	8,005,627	$8.28	$66.29 M	$7.54	-8.94%
TSM	TSMTAIWAN SEMICONDUCTOR MFG LTD	1.69%		93,700	$476.89	$44.68 M	$428.03	-10.25%
HP	HPHELMERICH & PAYNE INC	1.46%		1,174,105	$32.75	$38.45 M	$41.40	+26.41%
BNS	BNSBANK NOVA SCOTIA	1.18%		359,100	$86.79	$31.17 M	$93.82	+8.10%
GM	GMGENERAL MOTORS CO	1.10%		375,965	$77.06	$28.97 M	$86.00	+11.60%
PFE.DE	PFE.DEPFIZER INC	0.95%	Add 5.35%	1,043,900	$24.06	$25.12 M	$27.57	+14.59%
MRK	MRKMERCK & CO INC	0.84%		172,900	$128.39	$22.20 M	$144.71	+12.71%
JNJ.DE	JNJ.DEJOHNSON & JOHNSON	0.71%		73,400	$253.96	$18.64 M	$272.53	+7.31%
KSPI	KSPIKASPI KZ JSC	0.35%	Buy	106,000	$86.56	$9.18 M	$98.16	+13.40%
—	ROGERS COMMUNICATIONS INC	0.18%	Buy	150,200	$32.43	$4.87 M	—	—
GTX	GTXGARRETT MOTION INC	0.14%	Reduce 44.28%	102,783	$36.22	$3.72 M	$27.06	-25.29%
—	CANADIAN NATIONAL RAILWAY CO	0.11%		24,800	$119.05	$2.95 M	$126.84	+6.54%
—	COLLIERS INTL GROUP INC	0.09%		25,000	$93.04	$2.33 M	—	—
WBD	WBDWARNER BROS DISCOVERY INC	0.08%	Add 41.45%	81,900	$26.61	$2.18 M	$27.91	+4.89%
DPZ	DPZDOMINO'S PIZZA INC	0.08%	Buy	7,230	$295.92	$2.14 M	$317.30	+7.22%
—	CAPRI HOLDINGS LTD	0.05%		78,100	$18.57	$1.45 M	—	—

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