Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Fairfax Financial Holdings portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2026, the filing reported:

New Buys - Cementos Pacasmayo S.A.A., Domino's Pizza Inc, Electronic Arts Inc., Eldorado Gold Corporation, Joint Stock Company Kaspi.kz - , and 1 more

Increases - The Kraft Heinz Company, Orla Mining Ltd., Pfizer, Inc., Molson Coors Beverage Company, Under Armour, Inc., and 2 more

Reductions - Garrett Motion Inc., Magnachip Semiconductor Corpora

Complete Exits - BlackBerry Limited, Kennedy-Wilson Holdings Inc., Priority Technology Holdings, I

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	BB BlackBerry Limited	BlackBerry Limited	Sell - Position Exit	-34,980,220	-100.0%	$0.00	-
Q2 2026	CPAC Cementos Pacasmayo S.A.A.	Cementos Pacasmayo S.A.A.	Buy - Position Entry	+50,000	-	$594.50K	50,000
Q2 2026	DPZ Domino's Pizza Inc	Domino's Pizza Inc	Buy - Position Entry	+7,230	-	$2.14M	7,230
Q2 2026	EA Electronic Arts Inc.	Electronic Arts Inc.	Buy - Position Entry	+5,100	-	$1.05M	5,100
Q2 2026	EGO Eldorado Gold Corporation	Eldorado Gold Corporation	Buy - Position Entry	+13,746,506	-	$427.00M	13,746,506
Q2 2026	GTX Garrett Motion Inc.	Garrett Motion Inc.	Sell	-81,677	-44.3%	$3.72M	102,783
Q2 2026	KHC The Kraft Heinz Company	The Kraft Heinz Company	Buy	+9,038,300	+171.6%	$337.63M	14,306,500
Q2 2026	KSPI Joint Stock Company Kaspi.kz -	Joint Stock Company Kaspi.kz -	Buy - Position Entry	+106,000	-	$9.18M	106,000
Q2 2026	KW Kennedy-Wilson Holdings Inc.	Kennedy-Wilson Holdings Inc.	Sell - Position Exit	-13,322,009	-100.0%	$0.00	-
Q2 2026	MX Magnachip Semiconductor Corpora	Magnachip Semiconductor Corpora	Sell	-62,500	-50.0%	$296.25K	62,500
Q2 2026	ORLA Orla Mining Ltd.	Orla Mining Ltd.	Buy	+26,582,275	+83.5%	$568.46M	58,399,504
Q2 2026	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+53,000	+5.3%	$25.12M	1,043,900
Q2 2026	PRTH Priority Technology Holdings, I	Priority Technology Holdings, I	Sell - Position Exit	-70,500	-100.0%	$0.00	-
Q2 2026	RCI Rogers Communication, Inc.	Rogers Communication, Inc.	Buy - Position Entry	+150,200	-	$4.87M	150,200
Q2 2026	TAP Molson Coors Beverage Company	Molson Coors Beverage Company	Buy	+556,000	+38.7%	$77.67M	1,994,500
Q2 2026	UAA Under Armour, Inc.	Under Armour, Inc.	Buy	+2,356,093	+5.5%	$289.83M	45,356,965
Q2 2026	WBD Warner Bros. Discovery, Inc. -	Warner Bros. Discovery, Inc. -	Buy	+24,000	+41.5%	$2.18M	81,900
Q2 2026	WEN Wendy's Company (The)	Wendy's Company (The)	Buy	+4,736,725	+144.9%	$66.29M	8,005,627
Q1 2026	CIGI Colliers International Group In	Colliers International Group In	Buy	+3,000	+13.6%	$2.61M	25,000
Q1 2026	CNI Canadian National Railway Compa	Canadian National Railway Compa	Buy	+5,000	+25.3%	$2.53M	24,800
Q1 2026	GTX Garrett Motion Inc.	Garrett Motion Inc.	Sell	-76,000	-29.2%	$3.35M	184,460
Q1 2026	KHC The Kraft Heinz Company	The Kraft Heinz Company	Buy	+149,200	+2.9%	$118.43M	5,268,200
Q1 2026	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Sell - Position Exit	-6,050,418	-100.0%	$0.00	-
Q1 2026	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+100,000	+11.2%	$27.81M	990,900
Q1 2026	TAP Molson Coors Beverage Company	Molson Coors Beverage Company	Buy	+100,000	+7.5%	$61.94M	1,438,500
Q1 2026	UA Under Armour, Inc.	Under Armour, Inc.	Buy	+12,541,773	+132.6%	$126.93M	21,999,128
Q1 2026	UAA Under Armour, Inc.	Under Armour, Inc.	Buy	+1,041,949	+2.5%	$253.71M	43,000,872
Q1 2026	VOO Vanguard S&P 500 ETF	Vanguard S&P 500 ETF	Sell - Position Exit	-58,248	-100.0%	$0.00	-
Q1 2026	WBD Warner Bros. Discovery, Inc. -	Warner Bros. Discovery, Inc. -	Buy - Position Entry	+57,900	-	$1.59M	57,900
Q1 2026	WEN Wendy's Company (The)	Wendy's Company (The)	Buy - Position Entry	+3,268,902	-	$22.75M	3,268,902