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%.
PROEstimated trade prices are PRO
See the average price in the quarter of each buy and sale and the move since. The first row of each group is open as a preview.
New positions 6
Est. buy price PRO
EGONewEldorado Gold Corp16.2%
16.18 pt impact
$32.55
+12.6% since
KSPINewJsc Kaspi.Kz Adr0.3%
0.35 pt impact
RCINewRogers Communications Inc-B0.2%
0.18 pt impact
DPZNewDomino's Pizza, Inc.<0.1%
0.08 pt impact
- ELElectronic Arts IncNewElectronic Arts Inc
<0.1%
0.04 pt impact
CPACNewCementos Pacasmayo Saa - Adr<0.1%
0.02 pt impact
Added to 7
Est. buy price PRO- OROrla Mining Ltd+83.5%Orla Mining Ltd
21.5%
9.81 pt impact
—
—
KHC+172%Kraft Heinz Company12.8%
8.08 pt impact
WEN+145%Wendy's Company2.5%
1.49 pt impact
TAP+38.7%Molson Coors Beverage Company Class B2.9%
0.82 pt impact
UAA+5.5%Under Armour, Inc. Class A11.0%
0.57 pt impact
PFE+5.3%Pfizer Inc.1.0%
0.05 pt impact
WBD+41.5%Warner Bros. Discovery, Inc. Series A<0.1%
0.02 pt impact
Trimmed 2
Est. sell price PRO
GTX-44.3%Garrett Motion Inc0.1%
-0.11 pt impact
$27.82
-7.3% since
MX-50.0%Magnachip Semiconductor Corporation<0.1%
-0.01 pt impact
Sold out 3
Est. sell price PRO- KEKennedy-Wilson Holdings IncSoldKennedy-Wilson Holdings Inc
7.4%
-7.43 pt impact
—
—
BBSoldBlackberry Ltd5.8%
-5.83 pt impact
PRTHSoldPriority Technology Holdings, Inc.<0.1%
-0.02 pt impact
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.