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Prem Watsa · quarter digest

What Prem Watsa did in Q1 2025

Fairfax Financial filed 2 moves in Q1 2025: 0 new, 1 add, 1 trim, 0 exit.

13F filed 2025-05-15. Manager quality score: q7. Philosophy: Value investing with insurance float. The Canadian Buffett.

Adds · 1

Adding to conviction

CLFCLEVELAND-CLIFFS INC
ADD +153%·6.6% book·+7
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Trims · 1

Taking chips off

KKRKKR & CO INC
TRIM -15%·0.1% book·−7
Current top holdings

Prem Watsa’s book, latest snapshot

#TickerWeight
1BB
BlackBerry
18.2%
2OXY
Occidental Petroleum
13.5%
3KW
Kennedy-Wilson Holdings
9.8%
4MU
Micron Technology
7.4%
5CVS
CVS Health
5.9%
Other quarters for Prem Watsa

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