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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Filing period

Updated 2026-09-19 from SEC 13F data.

Live quotes available for 26 of 46 rows. Rows without a quote are marked unavailable.


1	BB	BLACKBERRY LIMITED	31.68%	-	46,654,700	$464M	$9.95	No quote
2	RFP	RESOLUTE FOREST PRODUCTS	31.03%	-	29,044,012	$454.54M	No quote	No quote
3	IBM	INTL BUSINESS MACHS CORP	13.84%	Add +88908.3%	1,068,100	$202.76M	$189.83	No quote
4	SD	SANDRIDGE ENERGY INC	9.49%	-	32,463,200	$138.94M	$4.28	No quote
5	XCO	EXCO RESOURCES INC	3.99%	-	17,538,912	$58.41M	No quote	No quote
6	OSTK	OVERSTOCK.COM INC	3.67%	-	3,184,677	$53.69M	No quote	No quote
7	BWINB	BALDWIN & LYONS INC	1.64%	-	969,875	$23.96M	No quote	No quote
8	BCE	BCE INC.	0.78%	-	268,300	$11.5M	$42.84	No quote
9	KW	KENNEDY-WILSON	0.65%	-	400,000	$9.59M	$23.97	No quote
10	JNJ	JOHNSON & JOHNSON	0.60%	Reduce -2.2%	82,850	$8.83M	$106.61	No quote
11	CRESY	CRESUD S A C I F Y A	0.54%	-	723,012	$7.84M	No quote	No quote
12	PFE	PFIZER INC	0.47%	-	235,000	$6.95M	$29.57	No quote
13	WFC	WELLS FARGO & CO. NEW	0.25%	-	69,300	$3.6M	$51.88	No quote
14	BRK-B	BERKSHIRE HATHAWAY INC.	0.23%	-	24,500	$3.39M	$138.20	No quote
15	BYI	BALLY TECHNOLOGIES INC	0.12%	New	21,400	$1.73M	No quote	No quote
16	DXM	DEX MEDIA INC NEW	0.10%	-	159,198	$1.52M	No quote	No quote
17	USB	US BANCORP DEL	0.09%	-	30,000	$1.26M	$41.83	No quote
18	BRK-A	BERKSHIRE HATHAWAY INC.	0.08%	-	6	$1.24M	$207333.33	No quote
19	USG	USG Corp	0.08%	-	42,800	$1.18M	No quote	No quote
20	C	CITIGROUP INC	0.07%	-	20,000	$1.04M	$51.80	No quote
21	NYT	NEW YORK TIMES CO	0.05%	-	70,000	$785K	$11.21	No quote
22	UPL	ULTRA PETROLEUM CORP	0.05%	-	32,500	$756K	No quote	No quote
23	MRK	MERCK & CO. INC.	0.05%	-	12,000	$711K	$59.25	No quote
24	ORI	OLD REPUBLIC INTL CORPORATION	0.04%	-	45,000	$643K	$14.29	No quote
25	NYCB	NEW YORK COMMUNITY BANCORP INC	0.04%	-	40,000	$634K	No quote	No quote
26	LRN	K12 INC	0.04%	-	33,133	$529K	$15.97	No quote
27	HOLX	HOLOGIC INC	0.03%	-	20,000	$486K	$24.30	No quote
28	BP	BP PLC	0.03%	-	11,000	$483K	$43.91	No quote
29	RYAM	RAYONIER ADVANCED MATERIALS	0.03%	New	12,700	$419K	No quote	No quote
30	PTEN	PATTERSON UTI ENERGY INC	0.03%	-	12,000	$390K	$32.50	No quote
31	STL	STERLING BANCORP/DE	0.02%	-	25,000	$320K	No quote	No quote
32	NEU	NEWMARKET CORP	0.02%	-	750	$286K	No quote	No quote
33	GD	GENERAL DYNAMICS CORP	0.02%	-	2,200	$280K	$127.27	No quote
34	MBI	MBIA INC	0.02%	-	30,000	$275K	$9.17	No quote
35	NAVI	NAVIENT CORPORATION	0.02%	-	15,000	$266K	$17.73	No quote
36	EDU	NEW ORIENTAL ED & TECH GRP INC	0.02%	-	11,100	$257K	$23.15	No quote
37	CSX	CSX CORP	0.02%	-	7,600	$244K	$32.11	No quote
38	PCP	PRECISION CASTPARTS CORP	0.02%	New	1,000	$237K	No quote	No quote
39	PWE	PENN WEST PETE LTD NEW	0.02%	Add +118.2%	34,700	$233K	No quote	No quote
40	NTPIF	NAM TAI PROPERTY INC	0.01%	-	35,000	$211K	No quote	No quote
41	TRQ	TURQUOISE HILL RESOURCES LTD	0.01%	New	50,500	$189K	No quote	No quote
42	SLM	SLM CORP	0.01%	-	15,000	$128K	$8.53	No quote
45	SUSS	SUSSER HLDGS CORP	-	Sold	0	$0	No quote	No quote
44	QCOR	QUESTCOR PHARMACEUTICALS	-	Sold	0	$0	No quote	No quote
43	IDIX	IDENIX PHARMACEUTICALS INC	-	Sold	0	$0	No quote	No quote

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.


1	INTC	INTEL CORPSDCV 2.950%12/1	OTHER	11,500,000	$14.63M