Fairfax Financial Holdings Ltd/ Can
Prem Watsa · As of Q3 2025 · filed Nov 14, 2025
| OLA ORLA MINING LTD | 29.6% | Held | 56,817,229 | $610.5M |
| OXY OCCIDENTAL PETROLEUM CORP | 13.8% | Held | 6,050,418 | $285.9M |
| CVS CVS HEALTH CORP | 9.9% | Held | 2,712,000 | $204.4M |
| CLF CLEVELAND-CLIFFS INC | 8.8% | Held | 14,899,273 | $181.8M |
| BB BLACKBERRY LTD | 8.3% | Reduced −13.2% | 35,395,320 | $172.4M |
| KHC KRAFT HEINZ CO | 6.5% | Added +4.8% | 5,119,000 | $133.2M |
| KWGBP KENNEDY-WILSON HOLDINGS INC | 5.4% | Held | 13,322,009 | $110.8M |
| ATS ATS CORP | 3.1% | Held | 2,486,400 | $64.1M |
| TAP MOLSON COORS BEVERAGE CO - B | 2.8% | Added +5.9% | 1,290,071 | $58.4M |
| VOO VANGUARD S&P 500 ETF | 1.7% | Reduced −20.1% | 58,248 | $35.7M |
| UAA UNDER ARMOUR INC-CLASS A | 1.5% | Held | 6,311,800 | $31.5M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 1.3% | Held | 93,700 | $26.2M |
| HP HELMERICH & PAYNE | 1.3% | Added +20.5% | 1,174,105 | $25.9M |
| BNS BANK OF NOVA SCOTIA | 1.1% | Held | 359,100 | $23.2M |
| GM GENERAL MOTORS CO | 1.1% | Held | 375,965 | $22.9M |
| PFE PFIZER INC | 1.1% | Added +36.9% | 890,900 | $22.7M |
| MRK MERCK & CO. INC. | 0.7% | Held | 172,900 | $14.5M |
| JNJ JOHNSON & JOHNSON | 0.7% | Held | 73,400 | $13.6M |
| LULU LULULEMON ATHLETICA INC | 0.2% | New | 25,000 | $4.4M |
| DLTR DOLLAR TREE INC | 0.2% | New | 44,380 | $4.2M |
| GTX GARRETT MOTION INC | 0.2% | Reduced −0.8% | 301,860 | $4.1M |
| FNV FRANCO-NEVADA CORP | 0.2% | Held | 16,800 | $3.7M |
| CIGI COLLIERS INTL GR-SUBORD VOT | 0.2% | Held | 22,000 | $3.4M |
| KKR KKR & CO INC | 0.1% | Held | 20,000 | $2.6M |
| CPRI CAPRI HOLDINGS LTD | 0.1% | Held | 78,100 | $1.6M |
| PENN PENN ENTERTAINMENT INC | 0.1% | Held | 54,900 | $1.1M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 0.0% | Held | 1 | $753K |
| BRSL BRIGHTSTAR LOTTERY PLC | 0.0% | New | 36,633 | $632K |
| MX MAGNACHIP SEMICONDUCTOR CORP | 0.0% | Held | 125,000 | $391K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ATHM AUTOHOME INC-ADR | 54,000 | $1.4M |
| LWAY LIFEWAY FOODS INC | 31,618 | $779K |
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.