Skip to main content
AAPLMSFTGOOGLMETANVDABRK-BAMZNJPMBACKOCVXOXYAXPCMGV
HoldLens
Prem Watsa · quarter digest

What Prem Watsa did in Q2 2024

Fairfax Financial filed 6 moves in Q2 2024: 1 new, 2 add, 1 trim, 2 exit.

13F filed 2024-08-14. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.

New positions · 1

Fresh money

METAMETA PLATFORMS INC
NEW·0.6% book·+5
Adds · 2

Adding to conviction

TSMTAIWAN SEMICONDUCTOR MFG LTD
ADD +51%·2.2% book·+16
CAPRICAPRI HOLDINGS LTD
ADD +7%·0.6% book·+7
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
$14/mo · cancel anytime · lock in for life
See pricing →
Trims · 1

Taking chips off

MUMICRON TECHNOLOGY INC
TRIM -94%·0.5% book·+19
Exits · 2

Closed positions

GEGENERAL ELECTRIC CO
EXIT·0.0% book·+41
CVSCVS HEALTH CORP
EXIT·0.0% book·+6
Current top holdings

Prem Watsa’s book, latest snapshot

#TickerWeight
1BB
BlackBerry
18.2%
2OXY
Occidental Petroleum
13.5%
3KW
Kennedy-Wilson Holdings
9.8%
4MU
Micron Technology
7.4%
5CVS
CVS Health
5.9%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.