Last updated May 18, 2026
Prem Watsa runs Fairfax Financial Holdings Ltd. Canadian Buffett. Insurance-backed, long-term owner-operator mindset. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $2.6B across 31 positions. The largest holdings are ORLA MINING LTD, ELDORADO GOLD CORP, and UNDER ARMOUR INC (ORLA MINING LTD alone is 21.5% of the book).
New positions opened in the latest quarter include CEMENTOS PACASMAYO SAA, DOMINO'S PIZZA INC, and ELDORADO GOLD CORP. Recently exited names: BLACKBERRY LTD, KENNEDY-WILSON HOLDINGS INC, and PRIORITY TECH HOLDINGS INC.
Key takeaways
Last updated May 18, 2026
Prem Watsa runs Fairfax Financial Holdings Ltd. Canadian Buffett. Insurance-backed, long-term owner-operator mindset. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $2.6B across 31 positions. The largest holdings are ORLA MINING LTD, ELDORADO GOLD CORP, and UNDER ARMOUR INC (ORLA MINING LTD alone is 21.5% of the book).
New positions opened in the latest quarter include CEMENTOS PACASMAYO SAA, DOMINO'S PIZZA INC, and ELDORADO GOLD CORP. Recently exited names: BLACKBERRY LTD, KENNEDY-WILSON HOLDINGS INC, and PRIORITY TECH HOLDINGS INC.
Key takeaways