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Last updated May 10, 2026
Prem Watsa runs Fairfax Financial Holdings Ltd. Canadian Buffett. Insurance-backed, long-term owner-operator mindset. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $2.1B across 28 positions. The largest holdings are ORLA MINING LTD, UNDER ARMOUR INC, and OCCIDENTAL PETROLEUM CORP (ORLA MINING LTD alone is 20.3% of the book).
New positions opened in the latest quarter include CANADIAN NATIONAL RAILWAY CO and PRIORITY TECH HOLDINGS INC. Recently exited names: DOLLAR TREE INC, FRANCO-NEVADA CORP, and KKR & CO INC.
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