Fairfax Financial Holdings Ltd/ Can
Prem Watsa · As of Q1 2026 · filed May 15, 2026
| OLA ORLA MINING LTD | 25.8% | Held | 31,817,229 | $501.6M |
| UAA UNDER ARMOUR INC-CLASS A | 13.1% | Added +2.5% | 43,000,872 | $253.7M |
| CVS CVS HEALTH CORP | 10.0% | Held | 2,712,000 | $194.8M |
| KWGBP KENNEDY-WILSON HOLDINGS INC | 7.4% | Held | 13,322,009 | $144.3M |
| UA UNDER ARMOUR INC-CLASS C | 6.5% | Added +132.6% | 21,999,128 | $126.9M |
| CLF CLEVELAND-CLIFFS INC | 6.5% | Held | 14,899,273 | $125.7M |
| KHC KRAFT HEINZ CO | 6.1% | Added +2.9% | 5,268,200 | $118.4M |
| BB BLACKBERRY LTD | 5.8% | Held | 34,980,220 | $113.3M |
| ATS ATS CORP | 3.6% | Held | 2,486,400 | $69.4M |
| TAP MOLSON COORS BEVERAGE CO - B | 3.2% | Added +7.5% | 1,438,500 | $61.9M |
| HP HELMERICH & PAYNE | 2.2% | Held | 1,174,105 | $42.3M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 1.6% | Held | 93,700 | $31.7M |
| GM GENERAL MOTORS CO | 1.4% | Held | 375,965 | $28.0M |
| PFE PFIZER INC | 1.4% | Added +11.2% | 990,900 | $27.8M |
| BNS BANK OF NOVA SCOTIA | 1.3% | Held | 359,100 | $24.8M |
| WEN WENDY'S CO | 1.2% | New | 3,268,902 | $22.8M |
| MRK MERCK & CO. INC. | 1.1% | Held | 172,900 | $20.8M |
| JNJ JOHNSON & JOHNSON | 0.9% | Held | 73,400 | $17.9M |
| GTX GARRETT MOTION INC | 0.2% | Reduced −29.2% | 184,460 | $3.4M |
| CIGI COLLIERS INTL GR-SUBORD VOT | 0.1% | Added +13.6% | 25,000 | $2.6M |
| CNI CANADIAN NATL RAILWAY CO | 0.1% | Added +25.3% | 24,800 | $2.5M |
| LULU LULULEMON ATHLETICA INC | 0.1% | Held | 12,500 | $1.9M |
| WBD WARNER BROS DISCOVERY INC | 0.1% | New | 57,900 | $1.6M |
| CPRI CAPRI HOLDINGS LTD | 0.1% | Held | 78,100 | $1.4M |
| BRSL BRIGHTSTAR LOTTERY PLC | 0.0% | Added +87.6% | 68,733 | $875K |
| PENN PENN ENTERTAINMENT INC | 0.0% | Held | 54,900 | $825K |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 0.0% | Held | 1 | $718K |
| MX MAGNACHIP SEMICONDUCTOR CORP | 0.0% | Held | 125,000 | $349K |
| PRTH PRIORITY TECHNOLOGY HOLDINGS | 0.0% | Held | 70,500 | $333K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| OXY OCCIDENTAL PETROLEUM CORP | 6,050,418 | $248.7M |
| VOO VANGUARD S&P 500 ETF | 58,248 | $36.5M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.