Prem Watsa · quarter digest

What Prem Watsa did in Q4 2024

Fairfax Financial filed 9 moves in Q4 2024: 2 new, 2 add, 1 trim, 4 exit.

13F filed 2025-02-14. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.

New positions · 2

Fresh money

CVSCVS HEALTH CORP

NEW·7.8% book·+6

ATSATS CORP

NEW·4.7% book·+10

Adds · 2

KHCKRAFT HEINZ CO

ADD +342%·6.5% book·+12

PFEPFIZER INC

ADD +41%·1.1% book·−5

Trims · 1

CAPRICAPRI HOLDINGS LTD

TRIM -61%·0.1% book·+7

Exits · 4

GOOGLALPHABET INC

EXIT·0.0% book·−9

INTCINTEL CORP

EXIT·0.0% book·−2

QSRRESTAURANT BRANDS INTL INC

EXIT·0.0% book·+12

TEGNATEGNA INC

EXIT·0.0% book·−4

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.