Prem Watsa - Fairfax Financial Holdings
As of Q2 2026, Prem Watsa reported 32 long-equity positions worth $2.64B in aggregate.
Copy-investor backtest
- Latest quarter
- +10.45%
- 1-year
- +39.76%
- 3-year
- +72.03%
- 5-year
- +36.37%
- 3-year vs S&P 500
- -1.21%
- 5-year vs S&P 500
- -37.32%
- 5-year top 5
- +22.82%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 26 of 49 rows. Rows without a quote are marked unavailable.
| 1 | RFP | RESOLUTE FOREST PRODUCTS | 35.95% | - | 29,044,012 | $465M | No quote | No quote |
| 2 | BB | BLACKBERRY LIMITED | 29.81% | - | 51,854,700 | $385.67M | $7.44 | No quote |
| 3 | SD | SANDRIDGE ENERGY INC | 15.21% | - | 32,463,200 | $196.73M | $6.06 | No quote |
| 4 | OSTK | OVERSTOCK.COM INC | 7.58% | - | 3,184,677 | $98.06M | No quote | No quote |
| 5 | XCO | EXCO RESOURCES INC | 4.44% | - | 10,812,200 | $57.41M | No quote | No quote |
| 6 | BWINB | BALDWIN & LYONS INC CL B | 2.04% | - | 969,875 | $26.35M | No quote | No quote |
| 7 | BCE | BCE INC. | 0.90% | - | 268,300 | $11.62M | $43.29 | No quote |
| 8 | KW | KENNEDY-WILSON | 0.69% | - | 400,000 | $8.9M | $22.24 | No quote |
| 9 | JNJ | JOHNSON & JOHNSON | 0.60% | Reduce -97.1% | 84,700 | $7.76M | $91.59 | No quote |
| 10 | CRESY | CRESUD S A C I F Y A | 0.56% | - | 723,012 | $7.27M | No quote | No quote |
| 11 | PFE | PFIZER INC | 0.56% | - | 235,000 | $7.2M | $30.62 | No quote |
| 12 | WFC | WELLS FARGO & CO. NEW | 0.24% | - | 69,300 | $3.15M | $45.40 | No quote |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC. | 0.19% | - | 21,100 | $2.5M | $118.53 | No quote |
| 14 | USG | U S G CORP | 0.09% | - | 42,800 | $1.22M | No quote | No quote |
| 15 | USB | US BANCORP DEL | 0.09% | - | 30,000 | $1.21M | $40.40 | No quote |
| 16 | NYT | NEW YORK TIMES CO | 0.09% | - | 70,000 | $1.11M | $15.87 | No quote |
| 17 | DXM | DEX MEDIA INC NEW | 0.08% | - | 159,198 | $1.08M | No quote | No quote |
| 18 | BRK-A | BERKSHIRE HATHAWAY INC. | 0.08% | - | 6 | $1.07M | $177666.67 | No quote |
| 19 | C | CITIGROUP INC | 0.08% | - | 20,000 | $1.04M | $52.10 | No quote |
| 20 | ORI | OLD REPUBLIC INTL CORPORATION | 0.06% | - | 45,000 | $777K | $17.27 | No quote |
| 21 | LRN | K12 INC | 0.06% | - | 33,133 | $720K | $21.73 | No quote |
| 22 | UPL | ULTRA PETROLEUM CORP | 0.05% | Add +142.5% | 32,500 | $703K | No quote | No quote |
| 23 | NYCB | NEW YORK COMMUNITY BANCORP INC | 0.05% | - | 40,000 | $674K | No quote | No quote |
| 24 | MRK | MERCK & CO. INC. | 0.05% | - | 12,000 | $601K | $50.08 | No quote |
| 25 | CTB | COOPER TIRE & RUBBER CO. | 0.04% | Reduce -67.6% | 22,500 | $541K | No quote | No quote |
| 26 | VPHM | VIROPHARMA INC | 0.04% | New | 10,000 | $498K | No quote | No quote |
| 27 | EVAC | EDWARDS GROUP LTD | 0.04% | New | 48,500 | $494K | No quote | No quote |
| 28 | PTEN | PATTERSON UTI ENERGY INC | 0.04% | - | 19,000 | $481K | $25.32 | No quote |
| 29 | HOLX | HOLOGIC INC | 0.03% | - | 20,000 | $447K | $22.35 | No quote |
| 30 | SLM | SLM CORP | 0.03% | - | 15,000 | $394K | $26.27 | No quote |
| 31 | MBI | MBIA INC | 0.03% | - | 30,000 | $358K | $11.93 | No quote |
| 32 | EDU | NEW ORIENTAL ED & TECH GRP INC | 0.03% | - | 11,100 | $350K | $31.53 | No quote |
| 33 | BP | BP PLC | 0.03% | Add +40.0% | 7,000 | $340K | $48.57 | No quote |
| 34 | STL | STERLING BANCORP/DE | 0.03% | New | 25,000 | $334K | No quote | No quote |
| 35 | HPQ | HEWLETT-PACK CO | 0.02% | New | 9,400 | $263K | $27.98 | No quote |
| 36 | NEU | NEWMARKET CORP | 0.02% | - | 750 | $251K | No quote | No quote |
| 37 | NTE | NAM TAI ELECTRS INC | 0.02% | - | 35,000 | $250K | No quote | No quote |
| 38 | IBM | INTL BUSINESS MACHS CORP | 0.02% | - | 1,200 | $225K | $187.50 | No quote |
| 39 | CSX | CSX CORP | 0.02% | New | 7,600 | $219K | $28.82 | No quote |
| 40 | GD | GENERAL DYNAMICS CORP | 0.02% | New | 2,200 | $210K | $95.45 | No quote |
| 41 | PWE | PENN WEST PETE LTD NEW | 0.01% | New | 15,900 | $133K | No quote | No quote |
| 47 | SPRD | SPREADTRUM COMMUNICATIONS INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | RUE | RUE21 INC | - | Sold | 0 | $0 | No quote | No quote |
| 45 | PBNY | PROVIDENT NEW YORK BANCORP | - | Sold | 0 | $0 | No quote | No quote |
| 44 | ONXX | ONYX PHARMACEUTICALS INC | - | Sold | 0 | $0 | No quote | No quote |
| 43 | DELL | DELL INC | - | Sold | 0 | $0 | No quote | No quote |
| 42 | CISG | CNINSURE INC | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.