Prem Watsa · quarter digest
What Prem Watsa did in Q2 2025
Fairfax Financial filed 4 moves in Q2 2025: 0 new, 1 add, 1 trim, 2 exit.
13F filed 2025-08-14. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.
Adds · 1
Adding to conviction
KHCKRAFT HEINZ CO
ADD +45%·6.9% book·+12
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Trims · 1
Taking chips off
TSMTAIWAN SEMICONDUCTOR MFG LTD
TRIM -34%·1.2% book·+16
Exits · 2
Closed positions
Current top holdings
Prem Watsa’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.