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Fairfax Financial Holdings
Prem Watsa · CIK 0000915191 · filed 2026-08-14
Equity positions
NameWeightValueChange
ORLA MINING LTD21.55%-4.27%$568.46MAdd+83.55%
EGOELDORADO GOLD CORP16.18%$427.00MNew
KHCKRAFT HEINZ CO12.80%+6.70%$337.63MAdd+171.56%
UAAUNDER ARMOUR INC10.98%-2.07%$289.83MAdd+5.48%
CVSCVS HEALTH CORP10.63%$280.50M—
CLFCLEVELAND-CLIFFS INC5.30%$139.90M—
UAUNDER ARMOUR INC5.18%$136.61M—
TAPMOLSON COORS BEVERAGE CO2.94%-0.24%$77.67MAdd+38.65%
ATSATS CORP2.67%$70.49M—
WENWENDYS CO2.51%+1.34%$66.29MAdd+144.90%
TSMTaiwan Semiconductor Manufacturing1.69%$44.68M—
HPHELMERICH & PAYNE INC1.46%$38.45M—
BNSBANK NOVA SCOTIA1.18%$31.17M—
GMGENERAL MOTORS CO1.10%$28.97M—
EGOELDORADO GOLD CORP16.18%$427.00MNewKHCKRAFT HEINZ CO12.80%+6.70%$337.63MAdd+171.56%UAAUNDER ARMOUR INC10.98%-2.07%$289.83MAdd+5.48%CVSCVS HEALTH CORP10.63%$280.50M—CLFCLEVELAND-CLIFFS INC5.30%$139.90M—UAUNDER ARMOUR INC5.18%$136.61M—TAPMOLSON COORS BEVERAGE CO2.94%-0.24%$77.67MAdd+38.65%ATSATS CORP2.67%$70.49M—WENWENDYS CO2.51%+1.34%$66.29MAdd+144.90%TSMTaiwan Semiconductor Manufacturing1.69%$44.68M—HPHELMERICH & PAYNE INC1.46%$38.45M—BNSBANK NOVA SCOTIA1.18%$31.17M—GMGENERAL MOTORS CO1.10%$28.97M—| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| ORLA MINING LTD | Equity | 58,399,504 | $568.46M | 21.55%-4.27% | Add+83.55% | Unknown |
| ELDORADO GOLD CORP · EGO | Equity | 13,746,506 | $427.00M | 16.18% | New | Materials |
| KRAFT HEINZ CO · KHC | Equity | 14,306,500 | $337.63M | 12.80%+6.70% | Add+171.56% | Consumer Staples |
| UNDER ARMOUR INC · UAA | Equity | 45,356,965 | $289.83M | 10.98%-2.07% | Add+5.48% | Consumer Discretionary |
| CVS HEALTH CORP · CVS | Equity | 2,712,000 | $280.50M | 10.63% | — | Health Care |
| CLEVELAND-CLIFFS INC · CLF | Equity | 14,899,273 | $139.90M | 5.30% | — | Materials |
| UNDER ARMOUR INC · UA | Equity | 21,999,128 | $136.61M | 5.18% | — | Consumer Discretionary |
| MOLSON COORS BEVERAGE CO · TAP | Equity | 1,994,500 | $77.67M | 2.94%-0.24% | Add+38.65% | Consumer Staples |
| ATS CORP · ATS | Equity | 2,486,400 | $70.49M | 2.67% | — | Industrials |
| WENDYS CO · WEN | Equity | 8,005,627 | $66.29M | 2.51%+1.34% | Add+144.90% | Consumer Discretionary |
| Taiwan Semiconductor Manufacturing · TSM | Equity | 93,700 | $44.68M | 1.69% | — | Information Technology |
| HELMERICH & PAYNE INC · HP | Equity | 1,174,105 | $38.45M | 1.46% | — | Energy |
| BANK NOVA SCOTIA · BNS | Equity | 359,100 | $31.17M | 1.18% | — | Financials |
| GENERAL MOTORS CO · GM | Equity | 375,965 | $28.97M | 1.10% | — | Consumer Discretionary |
Exited this quarter
3 sold out vs Q1 2026NameLast wtLast valChange
| Company | Type | Last shares | Last value | Last weight | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| KENNEDY-WILSON HOLDINGS INC | Equity | 13,322,009 | $144.28M | 7.43% | Exit | Unknown |
 BLACKBERRY LTD · BB | Equity | 34,980,220 | $113.34M | 5.83% | Exit | Information Technology |
 PRIORITY TECH HOLDINGS INC · PRTH | Equity | 70,500 | $332.8K | 0.02% | Exit | Information Technology |