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: +10.25%
1-year: +39.52%
3-year: +44.31%
5-year: +9.50%
3-year vs S&P 500: -28.93%
5-year vs S&P 500: -64.18%
5-year top 5: +1.62%

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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 24 of 47 rows. Rows without a quote are marked unavailable.


1	RFP	RESOLUTE FOREST PRODUCTS	33.31%	-	29,044,012	$487.07M	No quote	No quote
2	BB	BLACKBERRY LIMITED	32.67%	-	46,654,700	$477.77M	$10.24	No quote
3	SD	SANDRIDGE ENERGY INC	15.87%	-	32,463,200	$232.11M	$7.15	No quote
4	XCO	EXCO RESOURCES INC	7.06%	-	17,538,912	$103.24M	No quote	No quote
5	OSTK	OVERSTOCK.COM INC	3.43%	-	3,184,677	$50.13M	No quote	No quote
6	BWINB	BALDWIN & LYONS INC CL B	1.71%	-	969,875	$24.97M	No quote	No quote
7	INTC	INTEL CORP	0.98%	-	11,500,000	$14.3M	$1.24	No quote
8	BCE	BCE INC.	0.83%	-	268,300	$12.19M	$45.43	No quote
9	KW	KENNEDY-WILSON	0.73%	-	400,000	$10.72M	$26.81	No quote
10	CRESY	CRESUD S A C I F Y A	0.64%	-	723,012	$9.41M	No quote	No quote
11	JNJ	JOHNSON & JOHNSON	0.61%	-	84,700	$8.86M	$104.58	No quote
12	PFE	PFIZER INC	0.48%	-	235,000	$6.97M	$29.67	No quote
13	WFC	WELLS FARGO & CO. NEW	0.25%	-	69,300	$3.64M	$52.54	No quote
14	BRK/B	BERKSHIRE HATHAWAY INC.CUSIP 084670702	0.21%	-	24,500	$3.1M	No quote	No quote
15	DXM	DEX MEDIA INC NEW	0.12%	-	159,198	$1.77M	No quote	No quote
16	USB	US BANCORP DEL	0.09%	-	30,000	$1.3M	$43.30	No quote
17	USG	USG Corp	0.09%	-	42,800	$1.29M	No quote	No quote
18	IDIX	IDENIX PHARMACEUTICALS INC	0.08%	New	50,400	$1.21M	No quote	No quote
19	BRK/A	BERKSHIRE HATHAWAY INC.CUSIP 084670108	0.08%	-	6	$1.14M	No quote	No quote
20	NYT	NEW YORK TIMES CO	0.07%	-	70,000	$1.06M	$15.20	No quote
21	UPL	ULTRA PETROLEUM CORP	0.07%	-	32,500	$964K	No quote	No quote
22	C	CITIGROUP INC	0.06%	-	20,000	$942K	$47.10	No quote
23	LRN	K12 INC	0.05%	-	33,133	$797K	$24.05	No quote
24	ORI	OLD REPUBLIC INTL CORPORATION	0.05%	-	45,000	$744K	$16.53	No quote
25	MRK	MERCK & CO. INC.	0.05%	-	12,000	$694K	$57.83	No quote
26	NYCB	NEW YORK COMMUNITY BANCORP INC	0.04%	-	40,000	$639K	No quote	No quote
27	QCOR	QUESTCOR PHARMACEUTICALS	0.04%	New	6,500	$600K	No quote	No quote
28	BP	BP PLC	0.04%	-	11,000	$580K	$52.73	No quote
29	SUSS	SUSSER HLDGS CORP	0.04%	New	6,400	$517K	No quote	No quote
30	HOLX	HOLOGIC INC	0.03%	-	20,000	$507K	$25.35	No quote
31	PTEN	PATTERSON UTI ENERGY INC	0.03%	Reduce -29.4%	12,000	$419K	$34.92	No quote
32	MBI	MBIA INC	0.02%	-	30,000	$331K	$11.03	No quote
33	STL	STERLING BANCORP/DE	0.02%	-	25,000	$300K	No quote	No quote
34	EDU	NEW ORIENTAL ED & TECH GRP INC	0.02%	-	11,100	$295K	$26.58	No quote
35	NEU	NEWMARKET CORP	0.02%	-	750	$294K	No quote	No quote
36	NAVI	NAVIENT CORPORATION	0.02%	New	15,000	$266K	$17.73	No quote
37	NTPIF	NAM TAI PROPERTY INC	0.02%	New	35,000	$264K	No quote	No quote
38	GD	GENERAL DYNAMICS CORP	0.02%	-	2,200	$256K	$116.36	No quote
39	CSX	CSX CORP	0.02%	-	7,600	$234K	$30.79	No quote
40	IBM	INTL BUSINESS MACHS CORP	0.01%	-	1,200	$217K	$180.83	No quote
41	PWE	PENN WEST PETE LTD NEW	0.01%	-	15,900	$155K	No quote	No quote
42	SLM	SLM CORP	0.01%	-	15,000	$125K	$8.33	No quote
47	SPLP	STEEL PARTNERS HOLDINGS	-	Sold	0	$0	No quote	No quote
46	NTE	NAM TAI ELECTRS INC	-	Sold	0	$0	No quote	No quote
45	APF	MORGAN STANLEY	-	Sold	0	$0	No quote	No quote
44	HNR	HARVEST NATURAL RESOURCES INC	-	Sold	0	$0	No quote	No quote
43	CTB	COOPER TIRE & RUBBER CO.	-	Sold	0	$0	No quote	No quote