Prem Watsa · Fairfax Financial Holdings Ltd./ Can
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 28 |
| Portfolio value: | $1.9B |
Viewing historical Q2 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 | 29.90 | 56,817,229 | $9.85 | $559,636,173 | — | — | — | — | |
| 674599105 · Occidental Pete Corp. | 13.58 | Add 0.50% | 6,050,418 | $42.00 | $254,117,556 | — | — | — | — |
| CVS · Cvs Health Corp. | 9.99 | 2,712,000 | $68.94 | $186,965,280 | $90.55 | +31.35% | $58.35 | $90.89 | |
| BB · Blackberry Ltd. | 9.98 | Reduce 12.71% | 40,784,700 | $4.58 | $186,793,926 | $6.37 | +39.08% | $3.12 | $6.61 |
| KHC · Kraft Heinz Co. | 6.74 | Add 45.40% | 4,884,000 | $25.81 | $126,056,040 | $23.96 | -7.18% | $21.04 | $29.19 |
| CLF · Cleveland-Cliffs Inc. New | 6.05 | 14,899,273 | $7.60 | $113,234,475 | $11.02 | +45.00% | $5.63 | $16.70 | |
| KW · Kennedy-Wilson Holdings Inc. | 4.83 | 13,322,009 | $6.79 | $90,456,441 | $11.02 | +62.30% | $5.98 | $11.09 | |
| ATS · Ats Corporation | 4.23 | 2,486,400 | $31.81 | $79,102,548 | $35.38 | +11.21% | $23.85 | $35.70 | |
| TAP · Molson Coors Beverage Co. | 3.13 | Add 0.99% | 1,218,500 | $48.09 | $58,597,665 | $42.41 | -11.81% | $40.64 | $57.57 |
| UAA · Under Armour Inc. | 2.30 | 6,311,800 | $6.82 | $43,046,476 | $6.43 | -5.72% | $4.13 | $8.15 | |
| 922908363 · Vanguard Index Fds | 2.21 | New | 72,900 | $567.95 | $41,403,555 | — | — | — | — |
| TSM · Taiwan Semiconductor Mfg Ltd. | 1.13 | Reduce 33.87% | 93,700 | $226.35 | $21,208,995 | $411.68 | +81.88% | $184.61 | $420.00 |
| BNS · Bank Nova Scotia Halifax | 1.06 | 359,100 | $55.21 | $19,825,117 | $77.53 | +40.43% | $50.23 | $79.00 | |
| GM · General Motors Company | 0.99 | 375,965 | $49.19 | $18,493,718 | $78.80 | +60.20% | $46.82 | $87.62 | |
| PFE · Pfizer Inc. | 0.84 | 650,900 | $24.23 | $15,771,307 | $25.68 | +5.98% | $21.97 | $28.75 | |
| HP · Helmerich & Payne Inc. | 0.79 | Add 25.84% | 974,105 | $15.16 | $14,767,432 | $37.78 | +149.21% | $14.65 | $41.68 |
| MRK · Merck & Co.Inc. New | 0.73 | 172,900 | $79.10 | $13,676,390 | $111.38 | +40.81% | $73.31 | $125.14 | |
| JNJ · Johnson & Johnson | 0.60 | 73,400 | $152.63 | $11,203,042 | $221.32 | +45.00% | $146.12 | $251.71 | |
| GTX · Garrett Motion Inc. | 0.17 | 304,360 | $10.49 | $3,192,736 | $29.00 | +176.45% | $9.57 | $29.18 | |
| CIGI · Colliers Intl Group Inc. | 0.15 | 22,000 | $128.07 | $2,817,516 | $98.63 | -22.99% | $94.57 | $171.51 | |
| 351858105 · Franco Nev Corp. | 0.15 | 16,800 | $163.85 | $2,752,639 | — | — | — | — | |
| KKR · Kkr & Co. Inc. | 0.14 | 20,000 | $132.91 | $2,658,200 | $102.52 | -22.87% | $82.67 | $153.87 | |
| ATHM · Autohome Inc. | 0.07 | 54,000 | $25.79 | $1,392,660 | — | — | — | — | |
| CPRI · Capri Holdings Limited | 0.07 | 78,100 | $17.69 | $1,381,589 | $18.53 | +4.75% | $16.22 | $28.27 | |
| PENN · Penn Entertainment Inc. | 0.05 | New | 54,900 | $17.87 | $981,063 | $16.74 | -6.32% | $11.65 | $20.61 |
| LWAY · Lifeway Foods Inc. | 0.04 | Add 82.06% | 31,618 | $24.65 | $779,384 | — | — | — | — |
| BRK-A · Berkshire Hathaway Inc. Del | 0.04 | 1 | $728170.00 | $728,170 | $717387.00 | -1.48% | $685150.00 | $779853.00 | |
| MX · Magnachip Semiconductor Corp. | 0.03 | 125,000 | $3.97 | $496,250 | $4.53 | +14.11% | $2.18 | $5.64 |
* 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