Prem Watsa - Fairfax Financial Holdings Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Fairfax Financial Holdings portfolio balances reported a total equity value of $1.94B across 29 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight ORLA MINING LTD (ORLA) as the single largest position, accounting for 25.8% of total equity value, followed by UNDER ARMOUR INC (UAA), CVS HEALTH CORP (CVS), KENNEDY-WILSON HOLDINGS INC (KW), and others. Collectively, the top five holdings represent 62.9% of the portfolio, showing how capital is distributed among core positions and long-term investments.