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·+2
Adds · 2
Adding to conviction
ADD +15%·15.5% book·+33
“Aligning with Buffett on Occidental.”
UAAUNDER ARMOUR INC
ADD +715%·12.4% book·+16
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
€9/mo founders · cancel anytime
See pricing →
Trims · 3
Taking chips off
ORLAORLA MINING LTD
TRIM -44%·20.7% book·−2
GTXGARRETT MOTION INC
TRIM -14%·0.2% book·−9
LULULULULEMON ATHLETICA INC
TRIM -50%·0.1% book·+4
Exits · 1
Closed positions
KKRKKR & CO INC
EXIT·0.0% book·−7
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.