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 15 of 39 rows. Rows without a quote are marked unavailable.


1	SSW	SEASPAN CORP	36.75%	Add +99.4%	77,155,000	$670.48M	No quote	No quote
2	BB	BLACKBERRY LTD	25.83%	-	46,724,700	$471.25M	$10.09	No quote
3	KW	KENNEDY-WILSON HLDGS INC	15.61%	-	13,322,009	$284.83M	$21.38	No quote
4	RFP	RESOLUTE FST PRODS INC	13.21%	-	30,548,190	$241.03M	No quote	No quote
5	CTL	CENTURYLINK INC	1.55%	Add +20.4%	2,359,100	$28.29M	No quote	No quote
6	JNJ	JOHNSON & JOHNSON	1.12%	-	146,800	$20.52M	$139.78	No quote
7	GM	GENERAL MTRS CO	0.76%	-	375,965	$13.95M	$37.10	No quote
8	GE	GENERAL ELECTRIC CO	0.76%	-	1,390,900	$13.9M	$9.99	No quote
9	BNS	BANK N S HALIFAX	0.72%	-	247,100	$13.16M	$53.24	No quote
10	MU	MICRON TECHNOLOGY INC	0.68%	Add +520.8%	298,000	$12.31M	$41.32	No quote
11	HP	HELMERICH & PAYNE INC	0.43%	Reduce -58.9%	141,400	$7.86M	$55.56	No quote
12	MDR	MCDERMOTT INTL INC	0.27%	-	655,400	$4.87M	No quote	No quote
13	CRAY	CRAY INC	0.24%	-	170,000	$4.43M	No quote	No quote
14	AGX	ARGAN INC	0.24%	Reduce -14.0%	86,000	$4.29M	$49.93	No quote
15	JEC	JACOBS ENGR GROUP INC	0.19%	Reduce -16.1%	47,000	$3.53M	No quote	No quote
16	SBNY	SIGNATURE BK NEW YORK N Y	0.18%	Reduce -11.8%	25,400	$3.25M	No quote	No quote
17	NWPX	NORTHWEST PIPE CO	0.18%	Reduce -15.6%	135,000	$3.24M	No quote	No quote
18	KLIC	KULICKE & SOFFA INDS INC	0.16%	-	130,000	$2.87M	$22.09	No quote
19	SLCA	U S SILICA HLDGS INC	0.13%	-	135,000	$2.34M	No quote	No quote
20	NTES	NETEASE INC	0.11%	-	8,000	$1.93M	$241.38	No quote
21	RHT	RED HAT INC	0.10%	New	10,200	$1.86M	No quote	No quote
22	CELG	CELGENE CORP	0.07%	New	14,500	$1.37M	No quote	No quote
23	IDTI	INTEGRATED DEVICE TECHNOLOGY	0.07%	New	27,000	$1.32M	No quote	No quote
24	ONCE	SPARK THERAPEUTICS INC	0.07%	New	11,600	$1.32M	No quote	No quote
25	RAIL	FREIGHTCAR AMER INC	0.07%	-	200,000	$1.23M	No quote	No quote
26	GTX	GARRETT MOTION INC	0.07%	-	81,000	$1.19M	$14.73	No quote
27	TSM	TAIWAN SEMICONDUCTOR MFG LTD	0.07%	-	29,000	$1.19M	$40.97	No quote
28	PACB	PACIFIC BIOSCIENCES CALIF IN	0.06%	-	160,000	$1.16M	$7.23	No quote
29	LRN	K12 INC	0.06%	-	33,133	$1.13M	$34.14	No quote
30	ICD	INDEPENDENCE CONTRACT DRIL I	0.06%	-	400,000	$1.11M	No quote	No quote
31	QTRHF	QUARTERHILL INC	0.05%	-	800,000	$886K	No quote	No quote
32	STMP	STAMPS COM INC	0.05%	New	10,800	$879K	No quote	No quote
33	AP	AMPCO-PITTSBURGH CORP	0.05%	-	260,000	$858K	No quote	No quote
34	BRK/A	BERKSHIRE HATHAWAY INC DELCUSIP 084670108	0.02%	-	1	$301K	No quote	No quote
35	DEST	DESTINATION MATERNITY CORP	0.00%	-	38,085	$83K	No quote	No quote
38	SHPG	SHIRE PLC	-	Sold	0	$0	No quote	No quote
37	PKX	POSCO	-	Sold	0	$0	No quote	No quote
36	BMS	BEMIS INC	-	Sold	0	$0	No quote	No quote

Other instruments

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


1	BBCN 3.75 11/13/20 REGS	BLACKBERRY LTDDEBT 3.75% 11/13/20	OTHER	500,000,000	$595.87M