← Superinvestors
PW
Prem Watsa
Fairfax Financial Holdings
Periodo
Q1 2026
Valore portafoglio
$1.94B
Titoli
29
Attività
10 acquisti · 1 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | ORLA ORLA MINING LTD | 25.82% | — | 31,817,229 | $501.6M |
| 2 | UAA UNDER ARMOUR INC | 13.06% | Add 2.48% | 43,000,872 | $253.7M |
| 3 | CVS CVS HEALTH CORP | 10.03% | — | 2,712,000 | $194.8M |
| 4 | KENNEDY-WILSON HOLDINGS INC | 7.43% | — | 13,322,009 | $144.3M |
| 5 | UA UNDER ARMOUR INC | 6.53% | Add 132.61% | 21,999,128 | $126.9M |
| 6 | CLF CLEVELAND-CLIFFS INC | 6.47% | — | 14,899,273 | $125.7M |
| 7 | KHC KRAFT HEINZ CO | 6.1% | Add 2.91% | 5,268,200 | $118.4M |
| 8 | BB BLACKBERRY LTD | 5.83% | — | 34,980,220 | $113.3M |
| 9 | ATS ATS CORP | 3.57% | — | 2,486,400 | $69.4M |
| 10 | TAP MOLSON COORS BEVERAGE CO | 3.19% | Add 7.47% | 1,438,500 | $61.9M |
| 11 | HP HELMERICH & PAYNE INC | 2.18% | — | 1,174,105 | $42.3M |
| 12 | TSM TAIWAN SEMICONDUCTOR MFG LTD | 1.63% | — | 93,700 | $31.7M |
| 13 | GM GENERAL MOTORS CO | 1.44% | — | 375,965 | $28.0M |
| 14 | PFE PFIZER INC | 1.43% | Add 11.22% | 990,900 | $27.8M |
| 15 | BNS BANK NOVA SCOTIA | 1.28% | — | 359,100 | $24.8M |
| 16 | WEN WENDYS CO | 1.17% | Buy | 3,268,902 | $22.8M |
| 17 | MRK MERCK & CO INC | 1.07% | — | 172,900 | $20.8M |
| 18 | JNJ JOHNSON & JOHNSON | 0.92% | — | 73,400 | $17.9M |
| 19 | GTX GARRETT MOTION INC | 0.17% | Reduce 29.18% | 184,460 | $3.4M |
| 20 | CIGI COLLIERS INTL GROUP INC | 0.13% | Add 13.64% | 25,000 | $2.6M |
| 21 | CNI CANADIAN NATIONAL RAILWAY CO | 0.13% | Add 25.25% | 24,800 | $2.5M |
| 22 | LULU LULULEMON ATHLETICA INC | 0.1% | — | 12,500 | $1.9M |
| 23 | WBD WARNER BROS DISCOVERY INC | 0.08% | Buy | 57,900 | $1.6M |
| 24 | CAPRI HOLDINGS LTD | 0.07% | — | 78,100 | $1.4M |
| 25 | BRIGHTSTAR LOTTERY PLC | 0.05% | Add 87.63% | 68,733 | $874,971 |
| 26 | PENN PENN ENTERTAINMENT INC | 0.04% | — | 54,900 | $825,147 |
| 27 | BRK/A BERKSHIRE HATHAWAY INC | 0.04% | — | 1 | $718,176 |
| 28 | MX MAGNACHIP SEMICONDUCTOR CORP | 0.02% | — | 125,000 | $348,750 |
| 29 | PRTH PRIORITY TECH HOLDINGS INC | 0.02% | — | 70,500 | $332,760 |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.