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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 14 of 30 rows. Rows without a quote are marked unavailable.
| 1 | BB | BLACKBERRY LTD | 33.58% | - | 46,724,700 | $372.61M | $7.97 | No quote |
| 2 | IBM | INTL BUSINESS MACHS CORP | 19.51% | - | 1,362,500 | $216.43M | $158.85 | No quote |
| 3 | KW | KENNEDY-WILSON HLDGS INC | 18.19% | - | 8,954,948 | $201.85M | $22.54 | No quote |
| 4 | RFP | RESOLUTE FST PRODS INC | 13.00% | - | 30,548,190 | $144.19M | No quote | No quote |
| 5 | OSTK | OVERSTOCK.COM INC | 4.39% | - | 3,184,677 | $48.76M | No quote | No quote |
| 6 | XCO | EXCO RESOURCES INC | 2.46% | - | 25,538,912 | $27.33M | No quote | No quote |
| 7 | BWINB | BALDWIN & LYONS INC | 2.24% | - | 969,875 | $24.84M | No quote | No quote |
| 8 | HP | HELMERICH & PAYNE INC | 2.12% | - | 349,974 | $23.56M | $67.31 | No quote |
| 9 | PKX | POSCO | 0.88% | - | 191,879 | $9.8M | No quote | No quote |
| 10 | JNJ | JOHNSON & JOHNSON | 0.88% | - | 82,850 | $9.79M | $118.11 | No quote |
| 11 | PFE | PFIZER INC | 0.64% | - | 210,000 | $7.11M | $33.86 | No quote |
| 12 | LUK | LEUCADIA NATL CORP | 0.51% | - | 300,000 | $5.71M | No quote | No quote |
| 13 | TRQ | TURQUOISE HILL RES LTD | 0.31% | - | 1,150,400 | $3.42M | No quote | No quote |
| 14 | WFC | WELLS FARGO & CO NEW | 0.28% | - | 69,300 | $3.07M | $44.29 | No quote |
| 15 | BRK/B | BERKSHIRE HATHAWAY INCCUSIP 084670702 | 0.25% | - | 19,500 | $2.82M | No quote | No quote |
| 16 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 0.12% | - | 6 | $1.3M | No quote | No quote |
| 17 | USB | US BANCORP DEL | 0.09% | - | 23,200 | $995K | $42.89 | No quote |
| 18 | RYAM | RAYONIER ADVANCED MATLS INC | 0.08% | - | 70,000 | $935K | No quote | No quote |
| 19 | USG | U S G CORP | 0.08% | - | 32,800 | $848K | No quote | No quote |
| 20 | LXK | LEXMARK INTL INC | 0.06% | - | 16,200 | $647K | No quote | No quote |
| 21 | VA | VIRGIN AMER INC | 0.05% | New | 11,000 | $589K | No quote | No quote |
| 22 | EDU | NEW ORIENTAL ED & TECH GRP INC | 0.05% | - | 11,100 | $514K | $46.31 | No quote |
| 23 | CFX | COLFAX CORP | 0.05% | - | 16,300 | $512K | No quote | No quote |
| 24 | LRN | K12 INC | 0.04% | - | 33,133 | $475K | $14.34 | No quote |
| 25 | CVT | CVENT INC | 0.04% | - | 14,500 | $460K | No quote | No quote |
| 26 | CSX | CSX CORP | 0.03% | - | 9,800 | $299K | $30.51 | No quote |
| 27 | NTES | NETEASE INC | 0.02% | New | 1,000 | $241K | $241.00 | No quote |
| 28 | NOV | NATIONAL OILWELL VARCO INC | 0.02% | - | 6,400 | $235K | $36.72 | No quote |
| 29 | GD | GENERAL DYNAMICS CORP | 0.02% | - | 1,500 | $233K | $155.33 | No quote |
| 30 | BB | BLACKBERRY LTD | - | Sold | 0 | $0 | No quote | No quote |