Prem Watsa - Fairfax Financial Holdings Portfolio Balances (Dec 31, 2025)

As of Dec 31, 2025, the Fairfax Financial Holdings portfolio balances reported a total equity value of $2.08B across 29 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Feb 17, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight ORLA MINING LTD (ORLA) as the single largest position, accounting for 20.3% of total equity value, followed by OCCIDENTAL PETROLEUM CORP (OXY), CVS HEALTH CORP (CVS), UNDER ARMOUR INC (UAA), and others. Collectively, the top five holdings represent 62.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.