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 13 of 36 rows. Rows without a quote are marked unavailable.


1	BB	BLACKBERRY LTD	31.01%	-	46,724,700	$531.1M	$11.37	No quote
2	RFP	RESOLUTE FST PRODS INC	23.10%	-	30,548,190	$395.6M	No quote	No quote
3	SSW	SEASPAN CORP	18.78%	Add +16583.8%	38,693,461	$321.54M	No quote	No quote
4	KW	KENNEDY-WILSON HLDGS INC	16.73%	-	13,322,009	$286.42M	$21.50	No quote
5	CTL	CENTURYLINK INC	2.43%	-	1,959,100	$41.53M	No quote	No quote
6	HP	HELMERICH & PAYNE INC	1.38%	-	344,000	$23.65M	$68.75	No quote
7	JNJ	JOHNSON & JOHNSON	1.18%	-	146,800	$20.28M	$138.15	No quote
8	GM	GENERAL MTRS CO	0.74%	Add +367.2%	375,965	$12.66M	$33.67	No quote
9	PKX	POSCO	0.73%	-	189,000	$12.47M	No quote	No quote
10	GE	GENERAL ELECTRIC CO	0.71%	Add +34.1%	1,072,700	$12.11M	$11.29	No quote
11	MDR	MCDERMOTT INTL INC	0.70%	-	655,400	$12.07M	No quote	No quote
12	CRAY	CRAY INC	0.28%	-	220,000	$4.72M	No quote	No quote
13	AGX	ARGAN INC	0.25%	-	100,000	$4.3M	$42.95	No quote
14	NWPX	NORTHWEST PIPE CO	0.18%	-	160,000	$3.16M	No quote	No quote
15	JEC	JACOBS ENGR GROUP INC DEL	0.18%	-	40,000	$3.06M	No quote	No quote
16	RAIL	FREIGHTCAR AMER INC	0.17%	-	180,000	$2.89M	No quote	No quote
17	KLIC	KULICKE & SOFFA INDS INC	0.17%	-	120,000	$2.86M	$23.83	No quote
18	SBNY	SIGNATURE BK NEW YORK NY	0.16%	Add +20.0%	24,000	$2.76M	No quote	No quote
19	CRR	CARBO CERAMICS INC	0.14%	-	330,000	$2.39M	No quote	No quote
20	FLR	FLUOR CORP NEW	0.12%	-	35,000	$2.03M	$58.09	No quote
21	EVHC	ENVISION HEALTHCARE CORP	0.11%	-	42,000	$1.92M	No quote	No quote
22	SSYS	STRATASYS LTD	0.11%	-	80,000	$1.85M	$23.10	No quote
23	NTES	NETEASE INC	0.11%	-	8,000	$1.83M	$228.13	No quote
24	ICD	INDEPENDENCE CONTRACT DRIL I	0.10%	-	360,000	$1.78M	No quote	No quote
25	CALL	MAGICJACK VOCALTEC LTD	0.08%	Add +39.4%	170,713	$1.42M	No quote	No quote
26	SHPG	SHIRE PLC	0.08%	-	7,400	$1.34M	No quote	No quote
27	TSM	TAIWAN SEMICONDUCTOR MFG LTD	0.07%	-	29,000	$1.28M	$44.14	No quote
28	AP	AMPCO-PITTSBURGH CORP	0.07%	Add +21.2%	200,000	$1.17M	No quote	No quote
29	COL	ROCKWELL COLLINS INC	0.06%	New	7,500	$1.05M	No quote	No quote
30	LRN	K12 INC	0.03%	-	33,133	$586K	$17.69	No quote
31	BRK/A	BERKSHIRE HATHAWAY INC DELCUSIP 084670108	0.02%	-	1	$321K	No quote	No quote
32	DEST	DESTINATION MATERNITY CORP	0.01%	Reduce -45.6%	38,085	$177K	No quote	No quote
33	RSYS	RADISYS CORP	0.01%	New	65,000	$106K	No quote	No quote
35	IRBT	IROBOT CORP	-	Sold	0	$0	No quote	No quote
34	IBM	INTL BUSINESS MACHS 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 3.750% 11/13/20	OTHER	500,000,000	$656.6M