Prem Watsa · quarter digest

What Prem Watsa did in Q1 2026

Fairfax Financial filed 5 moves in Q1 2026: 0 new, 3 add, 1 trim, 1 exit.

13F filed 2026-05-15. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.

Adds · 3

Adding to conviction

UAAUNDER ARMOUR INC

ADD +26%·19.6% book·+20

PFEPFIZER INC

ADD +11%·1.4% book·−6

CNICANADIAN NATIONAL RAILWAY CO

ADD +25%·0.1% book·−3

Trims · 1

GTXGARRETT MOTION INC

TRIM -29%·0.2% book·−12

Exits · 1

OXYOCCIDENTAL PETROLEUM CORP

EXIT·0.0% book·+22

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%	+25
5	CVS CVS Health	5.9%	+2

Other quarters for Prem Watsa

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.