Fairfax Financial Holdings · portfolio as of Q2 2026, filed Aug 14, 2026
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
11 of 20 holdings are Undervalued or On Sale by our valuation (71% of the money).
On Sale: ATS, RCI.
Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 12 not valued.
Prem Watsa's portfolio holds 32 stocks worth $2.6B at the end of Q2 2026. The largest positions are ORLA, EGO, KHC, UAA and CVS.
In Q2 2026, Prem Watsa opened 6 new positions (CPAC, DPZ, EGO, EA, KSPI and RCI) and added to KHC, TAP, ORLA, WBD and WEN.
In Q2 2026, Prem Watsa sold out of BBRYF, KW and PRTH and trimmed GTX and MX.
EGO, KHC, TAP, ATS, WEN, HP, PFE, RCI, LULU, BRK-A and CPAC are Undervalued or On Sale by our valuation.
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →