Prem Watsa · Fairfax Financial Holdings Ltd./ Can
| Period: | Q4 2024 |
| Portfolio date: | Dec 31, 2024 |
| No. of stocks: | 31 |
| Portfolio value: | $1.6B |
Viewing historical Q4 2024 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| 68634K106 · Orla Mng Ltd. New | 19.97 | New | 56,817,229 | $5.47 | $310,910,577 | — | — | — | — |
| 674599105 · Occidental Pete Corp. | 19.11 | New | 6,020,418 | $49.41 | $297,468,853 | — | — | — | — |
| BB · Blackberry Ltd. | 11.35 | New | 46,724,700 | $3.78 | $176,619,366 | $6.37 | +68.52% | $3.12 | $6.61 |
| KW · Kennedy-Wilson Holdings Inc. | 8.56 | New | 13,322,009 | $10.00 | $133,220,090 | $11.02 | +10.20% | $5.98 | $11.09 |
| CVS · Cvs Health Corp. | 7.82 | New | 2,712,000 | $44.89 | $121,741,680 | $90.55 | +101.72% | $58.35 | $90.89 |
| KHC · Kraft Heinz Co. | 6.54 | New | 3,314,000 | $30.71 | $101,772,940 | $23.96 | -21.99% | $21.04 | $29.19 |
| ATS · Ats Corporation | 4.75 | New | 2,486,400 | $29.71 | $73,870,688 | $35.38 | +19.08% | $23.85 | $35.70 |
| TAP · Molson Coors Beverage Co. | 4.37 | New | 1,186,500 | $57.32 | $68,010,180 | $42.41 | -26.01% | $40.64 | $57.57 |
| CLF · Cleveland-Cliffs Inc. New | 3.56 | New | 5,899,273 | $9.40 | $55,453,166 | $11.02 | +17.23% | $5.63 | $16.70 |
| UAA · Under Armour Inc. | 3.36 | New | 6,311,800 | $8.28 | $52,261,704 | $6.43 | -22.34% | $4.13 | $8.15 |
| TSM · Taiwan Semiconductor Mfg Ltd. | 1.80 | New | 141,700 | $197.58 | $27,997,086 | $411.68 | +108.36% | $184.61 | $420.00 |
| HP · Helmerich & Payne Inc. | 1.59 | New | 774,105 | $32.02 | $24,786,842 | $37.78 | +17.99% | $14.65 | $41.68 |
| GM · General Motors Company | 1.29 | New | 375,965 | $53.27 | $20,027,656 | $78.80 | +47.93% | $46.82 | $87.62 |
| BNS · Bank Nova Scotia Halifax | 1.24 | New | 359,100 | $53.67 | $19,271,765 | $77.53 | +44.47% | $50.23 | $79.00 |
| PFE · Pfizer Inc. | 1.11 | New | 650,900 | $26.54 | $17,274,886 | $25.68 | -3.24% | $21.97 | $28.75 |
| MRK · Merck & Co.Inc. New | 1.11 | New | 172,900 | $99.49 | $17,201,821 | $111.38 | +11.95% | $73.31 | $125.14 |
| JNJ · Johnson & Johnson | 0.68 | New | 73,400 | $144.63 | $10,615,842 | $221.32 | +53.02% | $146.12 | $251.71 |
| MU · Micron Technology Inc. | 0.43 | New | 80,000 | $84.16 | $6,732,800 | $746.79 | +787.35% | $90.93 | $747.21 |
| KKR · Kkr & Co. Inc. | 0.22 | New | 23,500 | $148.05 | $3,479,175 | $102.52 | -30.75% | $82.67 | $153.87 |
| CIGI · Colliers Intl Group Inc. | 0.21 | New | 25,000 | $131.97 | $3,299,263 | $98.63 | -25.26% | $94.57 | $171.51 |
| GTX · Garrett Motion Inc. | 0.18 | New | 304,360 | $9.02 | $2,745,327 | $29.00 | +221.51% | $9.57 | $29.18 |
| GNTX · Gentex Corp. | 0.16 | New | 85,000 | $28.73 | $2,442,050 | $23.39 | -18.59% | $20.48 | $29.38 |
| 351858105 · Franco Nev Corp. | 0.13 | New | 16,800 | $116.12 | $1,950,772 | — | — | — | — |
| TFII · Tfi Intl Inc. | 0.11 | New | 13,300 | $134.40 | $1,787,575 | — | — | — | — |
| CPRI · Capri Holdings Limited | 0.11 | New | 78,100 | $21.05 | $1,644,005 | $18.53 | -11.97% | $16.22 | $28.27 |
| ATHM · Autohome Inc. | 0.09 | New | 54,000 | $25.91 | $1,399,140 | — | — | — | — |
| MGM · Mgm Resorts International | 0.07 | New | 29,500 | $34.64 | $1,021,880 | $38.79 | +11.98% | $29.19 | $40.94 |
| BRK-A · Berkshire Hathaway Inc. Del | 0.04 | New | 1 | $679871.00 | $679,871 | $717387.00 | +5.52% | $685150.00 | $779853.00 |
| MX · Magnachip Semiconductor Corp. | 0.03 | New | 125,000 | $4.01 | $501,250 | $4.53 | +12.97% | $2.18 | $5.64 |
| XERS · Xeris Biopharma Holdings Inc. | 0.03 | New | 139,687 | $3.38 | $472,142 | $6.53 | +93.20% | $4.30 | $10.08 |
| 761330109 · Revance Therapeutics Inc. | 0.00 | New | 21,158 | $3.03 | $64,109 | — | — | — | — |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
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