Prem Watsa - Fairfax Financial Holdings Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Fairfax Financial Holdings portfolio balances reported a total equity value of $2.64B across 32 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight ORLA MINING LTD (ORLA) as the single largest position, accounting for 21.5% of total equity value, followed by ELDORADO GOLD CORP (EGO), KRAFT HEINZ CO (KHC), UNDER ARMOUR INC (UAA), and others. Collectively, the top five holdings represent 72.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.