Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q1 2026)
As of Mar 31, 2026, the Fairfax Financial Holdings portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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 Q1 2026, the filing reported:
New Buys - Warner Bros. Discovery, Inc. - , Wendy's Company (The)
Increases - Colliers International Group In, Canadian National Railway Compa, The Kraft Heinz Company, Pfizer, Inc., Molson Coors Beverage Company, and 2 more
Reductions - Garrett Motion Inc.
Complete Exits - Occidental Petroleum Corporatio, Vanguard S&P 500 ETF
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2026
|
CIGI
Colliers International Group In
|
Buy |
+3,000
|
|
Q1 2026
|
CNI
Canadian National Railway Compa
|
Buy |
+5,000
|
|
Q1 2026
|
GTX
Garrett Motion Inc.
|
Sell |
-76,000
|
|
Q1 2026
|
KHC
The Kraft Heinz Company
|
Buy |
+149,200
|
|
Q1 2026
|
OXY
Occidental Petroleum Corporatio
|
Sell - Position Exit |
-6,050,418
|
|
Q1 2026
|
PFE
Pfizer, Inc.
|
Buy |
+100,000
|
|
Q1 2026
|
TAP
Molson Coors Beverage Company
|
Buy |
+100,000
|
|
Q1 2026
|
UA
Under Armour, Inc.
|
Buy |
+12,541,773
|
|
Q1 2026
|
UAA
Under Armour, Inc.
|
Buy |
+1,041,949
|
|
Q1 2026
|
VOO
Vanguard S&P 500 ETF
|
Sell - Position Exit |
-58,248
|
|
Q1 2026
|
WBD
Warner Bros. Discovery, Inc. -
|
Buy - Position Entry |
+57,900
|
|
Q1 2026
|
WEN
Wendy's Company (The)
|
Buy - Position Entry |
+3,268,902
|