Prem Watsa · Fairfax Financial Holdings Ltd./ Can
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 29 |
| Portfolio value: | $1.8B |
Viewing historical Q1 2025 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 | 28.57 | 56,817,229 | $9.28 | $527,017,549 | — | — | — | — | |
| 674599105 · Occidental Pete Corp. | 16.12 | 6,020,418 | $49.40 | $297,408,649 | — | — | — | — | |
| CVS · Cvs Health Corp. | 9.96 | 2,712,000 | $67.76 | $183,765,120 | $90.55 | +33.63% | $58.35 | $90.89 | |
| BB · Blackberry Ltd. | 9.52 | 46,724,700 | $3.76 | $175,684,872 | $6.37 | +69.41% | $3.12 | $6.61 | |
| CLF · Cleveland-Cliffs Inc. New | 6.64 | Add 152.56% | 14,899,273 | $8.22 | $122,472,024 | $11.02 | +34.06% | $5.63 | $16.70 |
| KW · Kennedy-Wilson Holdings Inc. | 6.26 | 13,322,009 | $8.67 | $115,501,818 | $11.02 | +27.10% | $5.98 | $11.09 | |
| KHC · Kraft Heinz Co. | 5.54 | Add 1.36% | 3,359,000 | $30.42 | $102,180,780 | $23.96 | -21.25% | $21.04 | $29.19 |
| TAP · Molson Coors Beverage Co. | 3.98 | Add 1.69% | 1,206,500 | $60.89 | $73,463,785 | $42.41 | -30.35% | $40.64 | $57.57 |
| ATS · Ats Corporation | 3.29 | 2,486,400 | $24.44 | $60,773,850 | $35.38 | +44.75% | $23.85 | $35.70 | |
| UAA · Under Armour Inc. | 2.13 | 6,311,800 | $6.24 | $39,385,632 | $6.43 | +3.04% | $4.13 | $8.15 | |
| TSM · Taiwan Semiconductor Mfg Ltd. | 1.27 | 141,700 | $165.94 | $23,513,698 | $411.68 | +148.09% | $184.61 | $420.00 | |
| HP · Helmerich & Payne Inc. | 1.10 | 774,105 | $26.11 | $20,211,882 | $37.78 | +44.70% | $14.65 | $41.68 | |
| GM · General Motors Company | 0.96 | 375,965 | $47.01 | $17,674,115 | $78.80 | +67.62% | $46.82 | $87.62 | |
| BNS · Bank Nova Scotia Halifax | 0.92 | 359,100 | $47.41 | $17,025,732 | $77.53 | +63.52% | $50.23 | $79.00 | |
| PFE · Pfizer Inc. | 0.89 | 650,900 | $25.33 | $16,487,297 | $25.68 | +1.38% | $21.97 | $28.75 | |
| MRK · Merck & Co.Inc. New | 0.84 | 172,900 | $89.69 | $15,507,401 | $111.38 | +24.18% | $73.31 | $125.14 | |
| JNJ · Johnson & Johnson | 0.66 | 73,400 | $165.88 | $12,175,592 | $221.32 | +33.42% | $146.12 | $251.71 | |
| MU · Micron Technology Inc. | 0.38 | 80,000 | $86.88 | $6,950,400 | $746.79 | +759.56% | $90.93 | $747.21 | |
| 351858105 · Franco Nev Corp. | 0.14 | 16,800 | $156.99 | $2,637,457 | — | — | — | — | |
| CIGI · Colliers Intl Group Inc. | 0.14 | Reduce 12.00% | 22,000 | $117.77 | $2,590,933 | $98.63 | -16.25% | $94.57 | $171.51 |
| GTX · Garrett Motion Inc. | 0.14 | 304,360 | $8.37 | $2,547,493 | $29.00 | +246.48% | $9.57 | $29.18 | |
| KKR · Kkr & Co. Inc. | 0.13 | Reduce 14.89% | 20,000 | $115.61 | $2,312,200 | $102.52 | -11.32% | $82.67 | $153.87 |
| GNTX · Gentex Corp. | 0.11 | 85,000 | $23.29 | $1,979,650 | $23.39 | +0.43% | $20.48 | $29.38 | |
| CPRI · Capri Holdings Limited | 0.08 | 78,100 | $19.73 | $1,540,913 | $18.53 | -6.08% | $16.22 | $28.27 | |
| ATHM · Autohome Inc. | 0.08 | 54,000 | $27.69 | $1,495,260 | — | — | — | — | |
| MGM · Mgm Resorts International | 0.05 | 29,500 | $29.65 | $874,675 | $38.79 | +30.83% | $29.19 | $40.94 | |
| BRK-A · Berkshire Hathaway Inc. Del | 0.04 | 1 | $798442.00 | $798,442 | $717387.00 | -10.15% | $685150.00 | $779853.00 | |
| MX · Magnachip Semiconductor Corp. | 0.02 | 125,000 | $3.43 | $428,750 | $4.53 | +32.07% | $2.18 | $5.64 | |
| LWAY · Lifeway Foods Inc. | 0.02 | New | 17,367 | $24.45 | $424,623 | — | — | — | — |
* 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.
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★ WatchlistData from SEC EDGAR · whalstreet.com