Prem Watsa - Fairfax Financial Holdings

Portfolio

$2.64 B

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


ORLA MINING LTD	21.55%	Add 83.55%	58,399,504	$568.46 M
ELDORADO GOLD CORP	16.18%	Buy	13,746,506	$427.00 M
KRAFT HEINZ CO	12.80%	Add 171.56%	14,306,500	$337.63 M
UNDER ARMOUR INC	10.98%	Add 5.48%	45,356,965	$289.83 M
CVS HEALTH CORP	10.63%		2,712,000	$280.50 M
CLEVELAND-CLIFFS INC	5.30%		14,899,273	$139.90 M
UNDER ARMOUR INC	5.18%		21,999,128	$136.61 M
MOLSON COORS BEVERAGE CO	2.94%	Add 38.65%	1,994,500	$77.67 M
ATS CORP	2.67%		2,486,400	$70.49 M
WENDYS CO	2.51%	Add 144.90%	8,005,627	$66.29 M
TAIWAN SEMICONDUCTOR MFG LTD	1.69%		93,700	$44.68 M
HELMERICH & PAYNE INC	1.46%		1,174,105	$38.45 M
BANK NOVA SCOTIA	1.18%		359,100	$31.17 M
GENERAL MOTORS CO	1.10%		375,965	$28.97 M
PFIZER INC	0.95%	Add 5.35%	1,043,900	$25.12 M
MERCK & CO INC	0.84%		172,900	$22.20 M
JOHNSON & JOHNSON	0.71%		73,400	$18.64 M
KASPI KZ JSC	0.35%	Buy	106,000	$9.18 M
ROGERS COMMUNICATIONS INC	0.18%	Buy	150,200	$4.87 M
GARRETT MOTION INC	0.14%	Reduce 44.28%	102,783	$3.72 M
CANADIAN NATIONAL RAILWAY CO	0.11%		24,800	$2.95 M
COLLIERS INTL GROUP INC	0.09%		25,000	$2.33 M
WARNER BROS DISCOVERY INC	0.08%	Add 41.45%	81,900	$2.18 M
DOMINO'S PIZZA INC	0.08%	Buy	7,230	$2.14 M
CAPRI HOLDINGS LTD	0.05%		78,100	$1.45 M

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