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 40 rows. Rows without a quote are marked unavailable.


1	BB	BLACKBERRY LTD	32.17%	New	500,000,000	$533.7M	$1.07	No quote
2	BB	BLACKBERRY LTD	22.83%	-	46,724,700	$378.77M	$8.11	No quote
3	IBM	INTL BUSINESS MACHS CORP	12.44%	-	1,362,500	$206.35M	$151.45	No quote
4	KW	KENNEDY-WILSON HLDGS INC	11.81%	-	8,954,948	$196.02M	$21.89	No quote
5	RFP	RESOLUTE FOREST PRODUCTS INC	9.63%	-	29,048,190	$159.77M	No quote	No quote
6	OSTK	OVERSTOCK.COM INC	2.76%	-	3,184,677	$45.8M	No quote	No quote
7	XCO	EXCO RESOURCES INC	1.52%	-	25,538,912	$25.26M	No quote	No quote
8	BWINB	BALDWIN & LYONS INC	1.44%	-	969,875	$23.84M	No quote	No quote
9	HP	HELMERICH & PAYNE INC	1.24%	Add +0.3%	349,974	$20.55M	$58.71	No quote
10	BCE	BCE INC	0.74%	-	268,300	$12.27M	$45.71	No quote
11	IBN	ICICI BK LTD	0.65%	New	1,500,000	$10.74M	$7.16	No quote
12	PKX	POSCO	0.55%	-	191,879	$9.08M	No quote	No quote
13	JNJ	JOHNSON & JOHNSON	0.54%	-	82,850	$8.96M	$108.17	No quote
14	PFE	PFIZER INC	0.37%	-	210,000	$6.22M	$29.62	No quote
15	LUK	LEUCADIA NATL CORP	0.29%	New	300,000	$4.85M	No quote	No quote
16	WFC	WELLS FARGO & CO NEW	0.20%	-	69,300	$3.35M	$48.35	No quote
17	TRQ	TURQUOISE HILL RES LTD	0.18%	-	1,150,400	$2.92M	No quote	No quote
18	BRK/B	BERKSHIRE HATHAWAY INCCUSIP 084670702	0.17%	Reduce -4.9%	19,500	$2.77M	No quote	No quote
19	EROS	EROS INTL PLC	0.08%	Reduce -41.9%	116,200	$1.34M	No quote	No quote
20	BRK/A	BERKSHIRE HATHAWAY INCCUSIP 084670108	0.08%	-	6	$1.28M	No quote	No quote
21	USB	US BANCORP DEL	0.06%	-	23,200	$941K	$40.56	No quote
22	USG	U S G CORP	0.05%	-	32,800	$813K	No quote	No quote
23	RYAM	RAYONIER ADVANCED MATLS INC	0.04%	-	70,000	$664K	No quote	No quote
24	HOT	STARWOOD HOTELS & RESORTS WRLD	0.03%	New	6,700	$559K	No quote	No quote
25	ADT	THE ADT CORPORATION	0.03%	New	12,500	$515K	$41.20	No quote
26	CNL	CLECO CORP	0.03%	New	9,200	$508K	No quote	No quote
27	CFX	COLFAX CORP	0.03%	-	16,300	$466K	No quote	No quote
28	EDU	NEW ORIENTAL ED & TECH GRP INC	0.02%	-	11,100	$384K	$34.59	No quote
29	LRN	K12 INC	0.02%	-	33,133	$328K	$9.90	No quote
30	CSX	CSX CORP	0.02%	New	9,800	$252K	$25.71	No quote
40	UPL	ULTRA PETROLEUM CORP	-	Sold	0	$0	No quote	No quote
39	SLH	SOLERA HOLDINGS INC	-	Sold	0	$0	No quote	No quote
38	SD	SANDRIDGE ENERGY INC	-	Sold	0	$0	No quote	No quote
37	RLD	REALD INC	-	Sold	0	$0	No quote	No quote
36	PCP	PRECISION CASTPARTS CORP	-	Sold	0	$0	No quote	No quote
35	PWE	PENN WEST PETE LTD NEW	-	Sold	0	$0	No quote	No quote
34	OVTI	OMNIVISION TECHNOLOGIES INC	-	Sold	0	$0	No quote	No quote
33	GD	GENERAL DYNAMICS CORP	-	Sold	0	$0	No quote	No quote
32	DXM	DEX MEDIA INC NEW	-	Sold	0	$0	No quote	No quote
31	ATW	ATWOOD OCEANICS INC	-	Sold	0	$0	No quote	No quote