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%.
Filings between 13Fs
Form 4 (insider trades, filed within 2 business days) and Schedule 13D/13G (stakes above 5%). Much fresher than a 13F, which can be 45 days old.
1 new filings since the last 13F
13G · passive stakeEquinox Gold Corp.EQXAug 25, 2026
6.4% stake · 75.94M sharesSEC- 13D · active stake
Jun 16, 2026
- 13D · active stake
May 15, 2026
- Bought
May 14, 2026
- 13D · active stake
May 6, 2026
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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.