Prem Watsa
Fairfax Financial
Founder of Fairfax Financial, often called the Canadian Buffett. Invests the insurer's float in value stocks.
13F portfolio value
Q2 2026
$2.64B
1-year growth
+41.0%
2-year growth
+123%
Positions
32
Top 10 share
90.7%
Quarterly turnover
13.4%
Last filed
Aug 14, 2026
Source: SEC EDGAR · Photo: செல்வா at Tamil Wikipedia (CC BY 3.0)
Q2 2026: summary
MakklerAI- Fairfax’s 13F portfolio rose to $2.6B from $1.9B in Q1, with 32 positions and 13.4% turnover.
- EGO debuted at 16.2% ($427M), while Orla Mining shares rose 83.5% to a 21.5% portfolio weight ($568M).
- KHC shares increased 171.6% to 12.8% ($338M); the top 10 holdings represented 90.7% of the portfolio.
- Kennedy-Wilson and BB were sold out; Orla Mining’s weight eased from 25.8% in Q1 to 21.5%.
PROStill at the same price?
A 13F arrives 45 days late. See the estimated buy price of the other 30 positions, the move since, and where each stands against Makkler Fair Value with MakklerPRO.
- OROrla Mining LtdOrla Mining Ltd21.5%+83.5%
- Price
- —
- Since est. buy
- —
- Fair Value gap
- —
EGOEldorado Gold Corp16.2%New- Price
- $36.65
- Since est. buy
- +12.6%
- Fair Value gap
- -6.9%
KHCKraft Heinz Company12.8%+172%- Price
- $22.43
- Since est. buy
- Fair Value gap
UAAUnder Armour, Inc. Class A11.0%+5.5%- Price
- $4.90
- Since est. buy
- Fair Value gap
CVSCVS Health Corporation10.6%Unchanged- Price
- $87.55
- Since est. buy
- Fair Value gap
CLFCleveland-Cliffs Inc5.3%Unchanged- Price
- $12.86
- Since est. buy
- Fair Value gap
UAUnder Armour, Inc. Class C5.2%Unchanged- Price
- $4.76
- Since est. buy
- Fair Value gap
TAPMolson Coors Beverage Company Class B2.9%+38.7%- Price
- $38.52
- Since est. buy
- Fair Value gap
ATSAts Corp2.7%Unchanged- Price
- $17.62
- Since est. buy
- Fair Value gap
WENWendy's Company2.5%+145%- Price
- $6.35
- Since est. buy
- Fair Value gap
TSMTaiwan Semiconductor-Sp Adr1.7%Unchanged- Price
- $445.12
- Since est. buy
- Fair Value gap
HPHelmerich & Payne, Inc.1.5%Unchanged- Price
- $39.08
- Since est. buy
- Fair Value gap
BNSBank Of Nova Scotia1.2%Unchanged- Price
- $90.19
- Since est. buy
- Fair Value gap
GMGeneral Motors Company1.1%Unchanged- Price
- $84.00
- Since est. buy
- Fair Value gap
PFEPfizer Inc.1.0%+5.3%- Price
- $28.37
- Since est. buy
- Fair Value gap
MRKMerck & Co., Inc.0.8%Unchanged- Price
- $141.98
- Since est. buy
- Fair Value gap
JNJJohnson & Johnson0.7%Unchanged- Price
- $248.61
- Since est. buy
- Fair Value gap
KSPIJsc Kaspi.Kz Adr0.3%New- Price
- $96.07
- Since est. buy
- Fair Value gap
RCIRogers Communications Inc-B0.2%New- Price
- $30.80
- Since est. buy
- Fair Value gap
GTXGarrett Motion Inc0.1%-44.3%- Price
- $25.78
- Since est. buy
- Fair Value gap
CNICanadian Natl Railway Co0.1%Unchanged- Price
- $118.91
- Since est. buy
- Fair Value gap
CIGIColliers International Group Inc.<0.1%Unchanged- Price
- $85.98
- Since est. buy
- Fair Value gap
WBDWarner Bros. Discovery, Inc. Series A<0.1%+41.5%- Price
- $30.95
- Since est. buy
- Fair Value gap
DPZDomino's Pizza, Inc.<0.1%New- Price
- $296.10
- Since est. buy
- Fair Value gap
CPRICapri Holdings Limited<0.1%Unchanged- Price
- $15.16
- Since est. buy
- Fair Value gap
LULUlululemon athletica inc.<0.1%Unchanged- Price
- $94.34
- Since est. buy
- Fair Value gap
PENNPENN Entertainment, Inc.<0.1%Unchanged- Price
- $15.37
- Since est. buy
- Fair Value gap
- ELElectronic Arts IncElectronic Arts Inc<0.1%New
- Price
- —
- Since est. buy
- Fair Value gap
BRK-ABerkshire Hathaway Inc. Class A<0.1%Unchanged- Price
- $780,350.00
- Since est. buy
- Fair Value gap
BRSLBrightstar Lottery PLC<0.1%Unchanged- Price
- $9.96
- Since est. buy
- Fair Value gap
CPACCementos Pacasmayo Saa - Adr<0.1%New- Price
- $12.27
- Since est. buy
- Fair Value gap
MXMagnachip Semiconductor Corporation<0.1%-50.0%- Price
- $2.84
- Since est. buy
- Fair Value gap
Values are US dollar amounts as of the filing. The estimated buy price is the quarter's average close; Fair Value is the same model as on Makkler's stock pages.
MakklerAI
Ask MakklerAI about Prem Watsa's portfolio
Explore this quarter's moves and where each position stands against its estimated buy price and Makkler Fair Value. Answers are based on the 13F and today's prices.