Prem Watsa · quarter digest

What Prem Watsa did in Q3 2024

Fairfax Financial filed 4 moves in Q3 2024: 1 new, 1 add, 0 trim, 2 exit.

13F filed 2024-11-14. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.

New positions · 1

Fresh money

KHCKRAFT HEINZ CO

NEW·2.4% book·+12

Adds · 1

MUMICRON TECHNOLOGY INC

ADD +100%·0.8% book·+19

Exits · 2

METAMETA PLATFORMS INC

EXIT·0.0% book·+5

BRPBRP INC

EXIT·0.0% book·−1

Current top holdings

#	Ticker	Weight	Conviction
1	BB BlackBerry	18.2%	0
2	OXY Occidental Petroleum	13.5%	+33
3	KW Kennedy-Wilson Holdings	9.8%	0
4	MU Micron Technology	7.4%	+19
5	CVS CVS Health	5.9%	+6

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