Prem Watsa · quarter digest

What Prem Watsa did in Q3 2025

Fairfax Financial filed 3 moves in Q3 2025: 0 new, 3 add, 0 trim, 0 exit.

13F filed 2025-11-14. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.

Adds · 3

Adding to conviction

ADD +20%·13.5% book·+33

“Aligning with Buffett on Occidental.”

ADD +15%·7.4% book·+19

“Semi cycle bet.”

PFEPFIZER INC

ADD +37%·1.1% book·−5

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.