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 14 of 37 rows. Rows without a quote are marked unavailable.


1	SSW	SEASPAN CORP	49.16%	-	77,155,000	$819.39M	No quote	No quote
2	KW	KENNEDY-WILSON HLDGS INC	17.51%	-	13,322,009	$291.89M	$21.91	No quote
3	BB	BLACKBERRY LTD	14.69%	-	46,724,700	$244.79M	$5.24	No quote
4	RFP	RESOLUTE FST PRODS INC	8.61%	-	30,548,190	$143.58M	No quote	No quote
5	CTL	CENTURYLINK INC	1.77%	-	2,359,100	$29.44M	No quote	No quote
6	JNJ	JOHNSON & JOHNSON	1.14%	-	146,800	$19M	$129.40	No quote
7	GM	GENERAL MTRS CO	0.85%	-	375,965	$14.09M	$37.48	No quote
8	BNS	BANK N S HALIFAX	0.84%	-	247,100	$14.04M	$56.84	No quote
9	MU	MICRON TECHNOLOGY INC	0.84%	Add +9.1%	325,000	$13.92M	$42.84	No quote
10	GE	GENERAL ELECTRIC CO	0.75%	-	1,390,900	$12.44M	$8.94	No quote
11	DSSI	DIAMOND S SHIPPING INC	0.68%	-	1,034,681	$11.4M	No quote	No quote
12	HP	HELMERICH & PAYNE INC	0.54%	Add +60.1%	226,400	$9.07M	$40.05	No quote
13	ONCE	SPARK THERAPEUTICS INC	0.39%	Add +481.0%	67,400	$6.54M	No quote	No quote
14	MCFT	MASTERCRAFT BOAT HLDGS INC	0.36%	New	397,162	$5.93M	No quote	No quote
15	NWPX	NORTHWEST PIPE CO	0.23%	-	135,000	$3.81M	No quote	No quote
16	AGX	ARGAN INC	0.20%	-	86,000	$3.38M	$39.29	No quote
17	KLIC	KULICKE & SOFFA INDS INC	0.18%	-	130,000	$3.05M	$23.47	No quote
18	SBNY	SIGNATURE BK NEW YORK N Y	0.18%	-	25,400	$3.03M	No quote	No quote
19	JEC	JACOBS ENGR GROUP INC	0.18%	Reduce -31.9%	32,000	$2.93M	No quote	No quote
20	TSM	TAIWAN SEMICONDUCTOR MFG LTD	0.15%	-	53,700	$2.5M	$46.46	No quote
21	NTES	NETEASE INC	0.13%	-	8,000	$2.13M	$265.88	No quote
22	DK	DELEK US US HLDGS INC NEW	0.11%	New	50,000	$1.82M	No quote	No quote
23	MDR	MCDERMOTT INTL INC	0.08%	-	655,400	$1.32M	No quote	No quote
24	SLCA	U S SILICA HLDGS INC	0.08%	-	135,000	$1.29M	No quote	No quote
25	RAIL	FREIGHTCAR AMER INC	0.06%	Add +10.0%	220,000	$1.07M	No quote	No quote
26	QTRHF	QUARTERHILL INC	0.06%	-	800,000	$1.05M	No quote	No quote
27	AP	AMPCO-PITTSBURGH CORP	0.06%	-	260,000	$954K	No quote	No quote
28	ICD	INDEPENDENCE CONTRACT DRIL I	0.06%	Add +100.0%	800,000	$952K	No quote	No quote
29	PACB	PACIFIC BIOSCIENCES CALIF INC	0.05%	-	160,000	$824K	$5.15	No quote
30	GTX	GARRETT MOTION INC	0.05%	-	81,000	$806K	$9.95	No quote
31	BRK/A	BERKSHIRE HATHAWAY INC DELCUSIP 084670108	0.02%	-	1	$312K	No quote	No quote
32	DEST	DESTINATION MATERNITY CORP	0.00%	-	38,085	$16K	No quote	No quote
36	RHT	RED HAT INC	-	Sold	0	$0	No quote	No quote
35	LRN	K12 INC	-	Sold	0	$0	No quote	No quote
34	CRAY	CRAY INC	-	Sold	0	$0	No quote	No quote
33	ARRY	ARRAY BIOPHARMA 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 3.750%	OTHER	500,000,000	$500M