Prem Watsa · quarter digest

What Prem Watsa did in Q3 2025

Fairfax Financial filed 6 moves in Q3 2025: 1 new, 4 add, 1 trim, 0 exit.

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

New positions · 1

Fresh money

LULULULULEMON ATHLETICA INC

NEW·0.2% book·+8

Adds · 4

ADD +20%·13.5% book·+22

“Aligning with Buffett on Occidental.”

ADD +15%·7.4% book·+22

“Semi cycle bet.”

HPHELMERICH & PAYNE INC

ADD +21%·1.3% book·+6

PFEPFIZER INC

ADD +37%·1.1% book·−11

Trims · 1

BBBLACKBERRY LTD

TRIM -13%·8.5% book·−10

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.