Prem Watsa's Fairfax Holdings Portfolio Update: March 2026
Fairfax Financial Holdings' portfolio, managed by Prem Watsa, stands at approximately $1.94 billion as of March 31, 2026. The top holdings show significant changes in allocations, including major increases in Under Armour Inc (UA) and Under Armour Inc (UAA).
Fairfax Financial Holdings, managed by Prem Watsa, reported a portfolio value of approximately $1.94 billion as of March 31, 2026.
Prem Watsa's portfolio includes significant holdings in consumer cyclical stocks like Under Armour Inc (UAA) and (UA), healthcare (PFIZER INC (PFE)), and consumer defensive companies like KRAFT HEINZ CO (KHC) and MOLSON COORS BEVERAGE CO (TAP).
The portfolio saw substantial increases in Under Armour Inc (UA) shares, which rose by 132.61% compared to the previous period, making it a major addition. Under Armour Inc (UAA) also increased, albeit more modestly, by 2.48%. Kraft Heinz Co (KHC) and Molson Coors Beverage Co (TAP) also saw significant growth in their shareholdings.
Conversely, holdings in GARRETT MOTION INC (GTX) decreased by 29.18%, indicating a reduction in this position. Other changes included increases in holdings of COLLIERS INTL GROUP INC (CIGI), CANADIAN NATIONAL RAILWAY CO (CNI), and WARNER BROS DISCOVERY INC (WBD), while holdings in WENDYS CO (WEN) increased dramatically by 6044.55%.
For detailed analysis of each stock, including Prem Watsa's latest filings, please visit the investor profile here and explore individual stock filings at InsiderSet.