Fairfax Financial Holdings Ltd/ Can
Prem Watsa · As of Q2 2026 · filed Aug 14, 2026
| OLA ORLA MINING LTD | 21.5% | Added +83.5% | 58,399,504 | $568.5M |
| EGO ELDORADO GOLD CORP | 16.2% | New | 13,746,506 | $427.0M |
| KHC KRAFT HEINZ CO | 12.8% | Added +171.6% | 14,306,500 | $337.6M |
| UAA UNDER ARMOUR INC-CLASS A | 11.0% | Added +5.5% | 45,356,965 | $289.8M |
| CVS CVS HEALTH CORP | 10.6% | Held | 2,712,000 | $280.5M |
| CLF CLEVELAND-CLIFFS INC | 5.3% | Held | 14,899,273 | $139.9M |
| UA UNDER ARMOUR INC-CLASS C | 5.2% | Held | 21,999,128 | $136.6M |
| TAP MOLSON COORS BEVERAGE CO - B | 2.9% | Added +38.7% | 1,994,500 | $77.7M |
| ATS ATS CORP | 2.7% | Held | 2,486,400 | $70.5M |
| WEN WENDY'S CO | 2.5% | Added +144.9% | 8,005,627 | $66.3M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 1.7% | Held | 93,700 | $44.7M |
| HP HELMERICH & PAYNE | 1.5% | Held | 1,174,105 | $38.5M |
| BNS BANK OF NOVA SCOTIA | 1.2% | Held | 359,100 | $31.2M |
| GM GENERAL MOTORS CO | 1.1% | Held | 375,965 | $29.0M |
| PFE PFIZER INC | 1.0% | Added +5.3% | 1,043,900 | $25.1M |
| MRK MERCK & CO. INC. | 0.8% | Held | 172,900 | $22.2M |
| JNJ JOHNSON & JOHNSON | 0.7% | Held | 73,400 | $18.6M |
| KSPI JSC KASPI.KZ ADR | 0.3% | New | 106,000 | $9.2M |
| RCI ROGERS COMMUNICATIONS INC-B | 0.2% | New | 150,200 | $4.9M |
| GTX GARRETT MOTION INC | 0.1% | Reduced −44.3% | 102,783 | $3.7M |
| CNI CANADIAN NATL RAILWAY CO | 0.1% | Held | 24,800 | $3.0M |
| CIGI COLLIERS INTL GR-SUBORD VOT | 0.1% | Held | 25,000 | $2.3M |
| WBD WARNER BROS DISCOVERY INC | 0.1% | Added +41.5% | 81,900 | $2.2M |
| DPZ DOMINO'S PIZZA INC | 0.1% | New | 7,230 | $2.1M |
| CPRI CAPRI HOLDINGS LTD | 0.1% | Held | 78,100 | $1.5M |
| LULU LULULEMON ATHLETICA INC | 0.1% | Held | 12,500 | $1.4M |
| PENN PENN ENTERTAINMENT INC | 0.0% | Held | 54,900 | $1.2M |
| EA* ELECTRONIC ARTS INC | 0.0% | New | 5,100 | $1.0M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 0.0% | Held | 1 | $749K |
| BRSL BRIGHTSTAR LOTTERY PLC | 0.0% | Held | 68,733 | $738K |
| CPAC CEMENTOS PACASMAYO SAA - ADR | 0.0% | New | 50,000 | $595K |
| MX MAGNACHIP SEMICONDUCTOR CORP | 0.0% | Reduced −50.0% | 62,500 | $296K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| KWGBP KENNEDY-WILSON HOLDINGS INC | 13,322,009 | $144.3M |
| BB BLACKBERRY LTD | 34,980,220 | $113.3M |
| PRTH PRIORITY TECHNOLOGY HOLDINGS | 70,500 | $333K |
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.