Prem Watsa
Fairfax Financial · Buys great companies for less than they're really worth and holds for the long run
Top 5 holdings: ORLA MINING LTD 21.5%, EGO 16.2%, KHC 12.8%, UAA 11.0%, CVS 10.6%
Holdings in or near the buy zone today
From stocks Prem Watsa holds · latest close
Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated
Trades in Q2 2026
Compared with the previous quarter's report
All holdings
Weight = value of that stock ÷ total value of US stocks in the report
ORLA MINING LTD · shares +84%
Portfolio value over time
Each quarter per the 13F report (value at quarter end)
Latest $2.6B
| Quarter | ORLA MINING | EGO | KHC | UAA | CVS |
|---|---|---|---|---|---|
| Q2 2026 | 21.5% | 16.2% | 12.8% | 11.0% | 10.6% |
| Q1 2026 | 25.8% | – | 6.1% | 13.1% | 10.0% |
| Q4 2025 | 20.3% | – | 6.0% | 10.0% | 10.3% |
| Q3 2025 | 29.6% | – | 6.5% | 1.5% | 9.9% |
| Q2 2025 | 29.9% | – | 6.7% | 2.3% | 10.0% |
| Q1 2025 | 28.6% | – | 5.5% | 2.1% | 10.0% |
Sector breakdown
Other whales
13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice