Prem Watsa runs Fairfax Financial Holdings Ltd. Canadian Buffett. Insurance-backed, long-term owner-operator mindset. As of the Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $1.9B across 28 positions. The largest holdings are ORLA MINING LTD, UNDER ARMOUR INC, and CVS HEALTH CORP (ORLA MINING LTD alone is 25.8% of the book).

New positions opened in the latest quarter include WENDYS CO and WARNER BROS DISCOVERY INC. Recently exited names: OCCIDENTAL PETROLEUM CORP and VANGUARD INDEX FUNDS.

Prem Watsa runs Fairfax Financial Holdings Ltd. Canadian Buffett. Insurance-backed, long-term owner-operator mindset. As of the Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $1.9B across 28 positions. The largest holdings are ORLA MINING LTD, UNDER ARMOUR INC, and CVS HEALTH CORP (ORLA MINING LTD alone is 25.8% of the book).

New positions opened in the latest quarter include WENDYS CO and WARNER BROS DISCOVERY INC. Recently exited names: OCCIDENTAL PETROLEUM CORP and VANGUARD INDEX FUNDS.