Prem Watsa - Fairfax Financial Holdings 13F Activity & Position Changes (Q1 2026)
According to the SEC 13F filed on May 15, 2026, the Fairfax Financial Holdings portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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
|