← All investors
Investor profile
Prem Watsa
Fairfax Financial · Chairman & CEO · Net worth: ~$1.7B
Built Fairfax from a $30M shell in 1985 into one of Canada's largest insurance holding companies using the Berkshire float model.
"Value investing with insurance float. The Canadian Buffett."
Tracked positions
5
Top concentration
55%
Longest holding
Blackberry (contentious, since 2010)
Top holdings
| Ticker | Company | % Portfolio |
|---|---|---|
| BB | BlackBerry Software turnaround play, held for 15+ years. | 18.2% |
| OXY | Occidental Petroleum Energy float compounder, aligned with Buffett. | 13.5% |
| KW | Kennedy-Wilson Holdings Real estate asset manager, book value discount. | 9.8% |
| MU | Micron Technology Semi cycle bet. | 7.4% |
| CVS | CVS Health Healthcare at reasonable P/E. | 5.9% |
Want Prem move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
Similar investors
Tracked managers whose top positions overlap with Prem's portfolio.
Data sourced from Fairfax Financial 13F filings with the SEC. Approximate snapshot. Not investment advice.