Prem Watsa · quarter digest

What Prem Watsa did in Q1 2025

Fairfax Financial filed 2 moves in Q1 2025: 0 new, 1 add, 1 trim, 0 exit.

13F filed 2025-05-15. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.

Adds · 1

Adding to conviction

CLFCLEVELAND-CLIFFS INC

ADD +153%·6.6% book·+12

Trims · 1

KKRKKR & CO INC

TRIM -15%·0.1% book·−12

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.