Prem Watsa's Fairfax Financial Holdings Portfolio: Top Holdings Analysis
A snapshot of the top holdings in Prem Watsa's Fairfax Financial Holdings portfolio as of December 31, 2025, highlighting significant changes in positions.
As of December 31, 2025, the portfolio managed by Prem Watsa, through Fairfax Financial Holdings, had a total value of approximately $2.08 billion. The top holdings included a diverse range of stocks across various sectors, with significant changes observed in several positions.
ORLA MINING LTD (ORLA) represented 20.33% of the portfolio, but saw a substantial reduction in shares, decreasing by 44.0% compared to the previous period.
UNDER ARMOUR INC (UAA) held at 10.01% allocation, with a remarkable increase in shares by 564.77%.
BLACKBERRY LTD (BB) experienced a slight decrease in shares by 1.17%.
MOLSON COORS BEVERAGE CO (TAP) showed a modest increase of 3.75% in shares.
UNDER ARMOUR INC (UA) demonstrated an extraordinary increase in shares by 4029.85%.
Other notable holdings included GARRETT MOTION INC (GTX), LULULEMON ATHLETICA INC (LULU), CANADIAN NATIONAL RAILWAY CO (CNI), and PRIORITY TECH HOLDINGS INC (PRTH), each with smaller allocations but significant changes in their respective positions.
For detailed information on Prem Watsa's investment activities, visit Fairfax Financial Holdings. You can explore each stock holding by visiting their respective pages on InsiderSet.