Fairfax Financial Holdings portfolio — 13F holdings Q2 2026
Fairfax Financial Holdings (Prem Watsa) reported 31 long positions worth $2.6 billion as of 2026-06-30. Top holdings: Orla Mining Ltd., ELDORADO GOLD CORP /FI, Under Armour, Inc., Kraft Heinz Co, CVS HEALTH Corp. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| Orla Mining Ltd. | 2026-06-30 | 568456141.00 USD | 21.55% | add | Original filing |
| ELDORADO GOLD CORP /FI | 2026-06-30 | 427001600.00 USD | 16.18% | buy | Original filing |
| Under Armour, Inc. | 2026-06-30 | 426445591.00 USD | 16.16% | add | Original filing |
| Kraft Heinz Co | 2026-06-30 | 337633400.00 USD | 12.80% | add | Original filing |
| CVS HEALTH Corp | 2026-06-30 | 280502160.00 USD | 10.63% | hold | Original filing |
| CLEVELAND-CLIFFS INC. | 2026-06-30 | 139904173.00 USD | 5.30% | hold | Original filing |
| MOLSON COORS BEVERAGE CO | 2026-06-30 | 77665830.00 USD | 2.94% | add | Original filing |
| ATS Corp /ATS | 2026-06-30 | 70487018.00 USD | 2.67% | hold | Original filing |
| Wendy's Co | 2026-06-30 | 66286592.00 USD | 2.51% | add | Original filing |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2026-06-30 | 44684593.00 USD | 1.69% | hold | Original filing |
| Helmerich & Payne, Inc. | 2026-06-30 | 38451939.00 USD | 1.46% | hold | Original filing |
| BANK OF NOVA SCOTIA | 2026-06-30 | 31165804.00 USD | 1.18% | hold | Original filing |
| General Motors Co | 2026-06-30 | 28971863.00 USD | 1.10% | hold | Original filing |
| PFIZER INC | 2026-06-30 | 25116234.00 USD | 0.95% | add | Original filing |
| Merck & Co., Inc. | 2026-06-30 | 22198631.00 USD | 0.84% | hold | Original filing |
| JOHNSON & JOHNSON | 2026-06-30 | 18640664.00 USD | 0.71% | hold | Original filing |
| Joint Stock Co Kaspi.kz | 2026-06-30 | 9175360.00 USD | 0.35% | buy | Original filing |
| ROGERS COMMUNICATIONS INC | 2026-06-30 | 4870979.00 USD | 0.18% | buy | Original filing |
| Garrett Motion Inc. | 2026-06-30 | 3722800.00 USD | 0.14% | reduce | Original filing |
| CANADIAN NATIONAL RAILWAY CO | 2026-06-30 | 2952402.00 USD | 0.11% | hold | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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