Prem Watsa

Prem Watsa

13F
Fairfax Financial Holdings
Last update 2024-11-14 31 Stocks (2 new)
Value $1.10 Bil Turnover 5 %
Countries:
Portfolio Report

Prem Watsa Profile

Prem Watsa was born on Aug. 5, 1950. His parents were originally from the small Christian community in the southern city of Mangalore, India. He studied at the Indian Institute of Technology, with a major in chemical engineering. On Sept. 11, 1972, Watsa arrived in London, Ontario with $8 in his pocket and a $600 draft toward the first year's tuition. He attended the MBA program at what later became the Ivey Business School at the University of Western Ontario. He took his first job Confederation Life in 1974. John Watson, the director of research, handed him the book, "Security Analysis."
Watsa's Fairfax Financial is a holding company which, through its subsidiaries, is engaged in property and casualty insurance and reinsurance and the associated investment management.
Fairfax's corporate objective is to achieve a high rate of return on invested capital and build long-term shareholder value. Fairfax seeks to differentiate itself by combining disciplined underwriting with the investment of its assets on a total return basis, which Fairfax believes provides above-average returns over the long-term.

Prem Watsa Investing Philosophy


In 1985, Watsa met Francis Chou, who told him how Warren Buffett made his money through investing Berkshire Hathaway's insurance float. As such, he based Fairfax Financial's strategy off this practive as well. Watsa emphasizes a conservative value investment philosophy, seeking to invest assets on a total return basis, which includes realized and unrealized gains over the long term.

Prem Watsa's Portfolio

Prem Watsa Current Holdings

Add To Portfolio
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ATS
ATS Corp
56,700
1626.78
New Holding
0.15
+0.15%
0.06
+5.71%
-27.15%
3030.999
Industrial Products
KHC
The Kraft Heinz Co
750,000
26317.5
New Holding
2.39
+2.39%
0.06
-10.83%
-13.40%
37049.119
Consumer Packaged Goods
MU
Micron Technology Inc
80,000
8296
+99.50%
0.75
+0.37%
0.01
-4.75%
+5.10%
99183.583
Semiconductors
UAA
Under Armour Inc
6,311,800
56238.14
+49.44%
5.11
+1.69%
1.46
+5.26%
-4.32%
3473.612
Manufacturing - Apparel & Accessories
FNV
Franco-Nevada Corp
16,800
2065.69
+21.74%
0.19
+0.03%
0.01
-7.03%
+8.44%
22866.065
Metals & Mining
ORLA
Orla Mining Ltd
56,817,229
225847.38
+2.09%
20.54
+0.42%
17.77
+28.87%
+68.92%
1785.591
Metals & Mining
BRK.A
Berkshire Hathaway Inc
1
690.29
0%
0.06
0%
0
+0.41%
+26.55%
988207.166
Insurance
MRK
Merck & Co Inc
172,900
19634.52
0%
1.79
0%
0.01
-12.79%
-6.28%
251926.415
Drug Manufacturers
XERS
Xeris Biopharma Holdings Inc
170,937
485.46
0%
0.04
0%
0.11
+22.87%
+47.45%
520.294
Biotechnology
TFII
TFI International Inc
13,300
1818.36
0%
0.17
0%
0.02
-3.88%
+4.53%
11967.449
Transportation
TGNA
Tegna Inc
32,000
504.64
0%
0.05
0%
0.02
+23.34%
+24.20%
2971.893
Media - Diversified
TSM
Taiwan Semiconductor Manufacturing Co Ltd
141,700
24607.62
0%
2.24
0%
0
+13.37%
+100.51%
1067780.982
Semiconductors
QSR
Restaurant Brands International Inc
42,000
3016.28
0%
0.27
0%
0.01
-6.43%
-13.36%
21239.082
Restaurants
PFE
Pfizer Inc
460,900
13333.84
0%
1.21
0%
0.01
-8.07%
-1.57%
151478.643
Drug Manufacturers
BB
BlackBerry Ltd
46,724,700
122418.71
0%
11.13
0%
7.91
+60.00%
+10.73%
2323.029
Software
MGM
MGM Resorts International
29,500
1152.86
0%
0.1
0%
0.01
-7.03%
-22.28%
10346.479
Travel & Leisure
OXY
Occidental Petroleum Corp
6,020,418
310232.14
0%
28.21
0%
0.64
-7.54%
-17.92%
45134.298
Oil & Gas
MX
MagnaChip Semiconductor Corp
125,000
582.5
0%
0.05
0%
0.34
-14.27%
-48.33%
143.602
Semiconductors
GNTX
Gentex Corp
85,000
2522.8
0%
0.23
0%
0.04
-5.04%
-9.19%
6652.376
Vehicles & Parts
CPRI
Capri Holdings Ltd
202,100
8573.08
0%
0.78
0%
0.17
-45.27%
-58.30%
2491.109
Retail - Cyclical
100/Page
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