Prem Watsa · quarter digest

What Prem Watsa did in Q2 2026

Fairfax Financial filed 7 moves in Q2 2026: 1 new, 2 add, 2 trim, 2 exit.

13F filed 2026-08-14. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.

New positions · 1

Fresh money

DPZDOMINO'S PIZZA INC

NEW·0.1% book·+6

Adds · 2

ORLAORLA MINING LTD

ADD +84%·21.5% book·+17

KHCKRAFT HEINZ CO

ADD +172%·12.8% book·+21

Trims · 2

GTXGARRETT MOTION INC

TRIM -44%·0.1% book·−14

MXMAGNACHIP SEMICONDUCTOR CORP

TRIM -50%·0.0% book·−1

Exits · 2

KWKENNEDY-WILSON HOLDINGS INC

EXIT·0.0% book·−6

BBBLACKBERRY LTD

EXIT·0.0% book·−10

Current top holdings

#	Ticker	Weight	Conviction
1	BB BlackBerry	18.2%	−10
2	OXY Occidental Petroleum	13.5%	+21
3	KW Kennedy-Wilson Holdings	9.8%	−6
4	MU Micron Technology	7.4%	+22
5	CVS CVS Health	5.9%	−1

Other quarters for Prem Watsa

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