Prem Watsa · quarter digest
What Prem Watsa did in Q4 2025
Fairfax Financial filed 7 moves in Q4 2025: 1 new, 2 add, 3 trim, 1 exit.
13F filed 2026-02-14. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.
New positions · 1
Fresh money
CNICANADIAN NATIONAL RAILWAY CO
NEW·0.1% book·−3
Adds · 2
Adding to conviction
ADD +15%·15.5% book·+22
“Aligning with Buffett on Occidental.”
UAAUNDER ARMOUR INC
ADD +715%·12.4% book·+20
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Remove with Pro →Trims · 3
Taking chips off
ORLAORLA MINING LTD
TRIM -44%·20.7% book·−2
GTXGARRETT MOTION INC
TRIM -14%·0.2% book·−13
LULULULULEMON ATHLETICA INC
TRIM -50%·0.1% book·+8
Exits · 1
Closed positions
KKRKKR & CO INC
EXIT·0.0% book·−12
Current top holdings
Prem Watsa’s book, latest snapshot
Other quarters for Prem Watsa
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.