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 38 rows. Rows without a quote are marked unavailable.


1	SSW	SEASPAN CORP	42.80%	-	77,155,000	$756.12M	No quote	No quote
2	BB	BLACKBERRY LTD	19.71%	-	46,724,700	$348.2M	$7.45	No quote
3	KW	KENNEDY-WILSON HLDGS INC	15.48%	-	13,322,009	$273.5M	$20.53	No quote
4	RFP	RESOLUTE FST PRODS INC	12.43%	-	30,548,190	$219.64M	No quote	No quote
5	CTL	CENTURYLINK INC	1.57%	-	2,359,100	$27.74M	No quote	No quote
6	JNJ	JOHNSON & JOHNSON	1.16%	-	146,800	$20.42M	$139.07	No quote
7	GE	GENERAL ELECTRIC CO	0.83%	-	1,390,900	$14.6M	$10.50	No quote
8	GM	GENERAL MTRS CO	0.82%	-	375,965	$14.49M	$38.53	No quote
9	BNS	BANK N S HALIFAX	0.75%	-	247,100	$13.31M	$53.85	No quote
10	DSSI	DIAMOND S SHIPPING INC	0.75%	New	1,034,681	$13.22M	No quote	No quote
11	MU	MICRON TECHNOLOGY INC	0.65%	-	298,000	$11.5M	$38.59	No quote
12	HP	HELMERICH & PAYNE INC	0.41%	-	141,400	$7.16M	$50.60	No quote
13	MDR	MCDERMOTT INTL INC	0.36%	-	655,400	$6.33M	No quote	No quote
14	CRAY	CRAY INC	0.33%	-	170,000	$5.92M	No quote	No quote
15	JEC	JACOBS ENGR GROUP INC	0.22%	-	47,000	$3.97M	No quote	No quote
16	AGX	ARGAN INC	0.20%	-	86,000	$3.48M	$40.51	No quote
17	NWPX	NORTHWEST PIPE CO	0.20%	-	135,000	$3.46M	No quote	No quote
18	SBNY	SIGNATURE BK NEW YORK N Y	0.17%	-	25,400	$3.07M	No quote	No quote
19	KLIC	KULICKE & SOFFA INDS INC	0.17%	-	130,000	$2.93M	$22.55	No quote
20	TSM	TAIWAN SEMICONDUCTOR MFG LTD	0.12%	Add +85.2%	53,700	$2.1M	$39.16	No quote
21	NTES	NETEASE INC	0.12%	-	8,000	$2.05M	$255.75	No quote
22	RHT	RED HAT INC	0.11%	-	10,200	$1.91M	No quote	No quote
23	SLCA	U S SILICA HLDGS INC	0.10%	-	135,000	$1.73M	No quote	No quote
24	ARRY	ARRAY BIOPHARMA INC	0.07%	New	27,500	$1.27M	No quote	No quote
25	GTX	GARRETT MOTION INC	0.07%	-	81,000	$1.24M	$15.35	No quote
26	ONCE	SPARK THERAPEUTICS INC	0.07%	-	11,600	$1.19M	No quote	No quote
27	RAIL	FREIGHTCAR AMER INC	0.07%	-	200,000	$1.17M	No quote	No quote
28	AP	AMPCO-PITTSBURGH CORP	0.06%	-	260,000	$1.04M	No quote	No quote
29	LRN	K12 INC	0.06%	-	33,133	$1.01M	$30.36	No quote
30	PACB	PACIFIC BIOSCIENCES CALIF IN	0.05%	-	160,000	$966K	$6.04	No quote
31	QTRHF	QUARTERHILL INC	0.05%	-	800,000	$863K	No quote	No quote
32	ICD	INDEPENDENCE CONTRACT DRIL I	0.04%	-	400,000	$628K	No quote	No quote
33	BRK/A	BERKSHIRE HATHAWAY INC DELCUSIP 084670108	0.02%	-	1	$319K	No quote	No quote
34	DEST	DESTINATION MATERNITY CORP	0.00%	-	38,085	$49K	No quote	No quote
37	STMP	STAMPS COM INC	-	Sold	0	$0	No quote	No quote
36	IDTI	INTEGRATED DEVICE TECHNOLOGY	-	Sold	0	$0	No quote	No quote
35	CELG	CELGENE CORP	-	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	$525.1M