Prem Watsa · quarter digest

What Prem Watsa did in Q3 2024

Fairfax Financial filed 6 moves in Q3 2024: 1 new, 2 add, 0 trim, 3 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·+18

Adds · 2

UAAUNDER ARMOUR INC

ADD +49%·5.1% book·+20

MUMICRON TECHNOLOGY INC

ADD +100%·0.8% book·+22

Exits · 3

BABAALIBABA GROUP HLDG LTD

EXIT·0.0% book·+25

METAMETA PLATFORMS INC

EXIT·0.0% book·+3

BRPBRP INC

EXIT·0.0% book·0

Current top holdings

#	Ticker	Weight	Conviction
1	BB BlackBerry	18.2%	−10
2	OXY Occidental Petroleum	13.5%	+22
3	KW Kennedy-Wilson Holdings	9.8%	−5
4	MU Micron Technology	7.4%	+22
5	CVS CVS Health	5.9%	−2

Other quarters for Prem Watsa

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