Prem Watsa - Fairfax Financial Holdings Portfolio

Period Date  Mar 31, 2025
Filing Date  May 15, 2025
Total Stocks  29
Portfolio Value  $1.84B

Portfolio Overview

Comprehensive analysis of Prem Watsa's investment portfolio

28
Total Holdings
$1.8B
Portfolio Value
Mar 31, 2025
Latest Filing
28.6%
Largest Position

Top Holdings

1
ORLA
ORLA MINING LTD
$527.0M
28.6%
2
OXY
OCCIDENTAL PETROLEUM CORP
$297.4M
16.1%
3
CVS
CVS HEALTH CORP
$183.8M
10.0%
4
BB
BLACKBERRY LTD
$175.7M
9.5%
5
CLF
CLEVELAND-CLIFFS INC
$122.5M
6.6%
+1.5%

Recent Activity

BRK-A
Berkshire Hathaway Inc.
-1
Jun 30, 2025
FNV
Franco-Nevada Corporation
-16,800
Jun 30, 2025
LWAY
Lifeway Foods, Inc.
-17,367
Jun 30, 2025