Portrait of Prem Watsa

Superinvestor · snapshot Q4 2025

Prem Watsa

Fairfax Financial Holdings

valuedeep value

Canada's Warren Buffett. Runs Fairfax as an insurance-funded value investment vehicle. Contrarian, cycle-aware, heavily involved in India exposure.

Prism interpretation

Insurance float compounding into contrarian value — global, cycle-aware.
Focused — meaningful conviction in a handful of names.

Concentration profile

Positions

5

Top 1

29%

Top 5

100%

Top 10

100%

Effective N

4.5

Holdings · 5

Curated summary

Click any ticker for the full Prism report.

  1. 01
    OXYOccidental Petroleum +4 others
    14.8%
  2. 02
    MUMicron Technology +2 others
    12.8%
  3. 03
    BBBlackBerry
    9.3%
  4. 04
    KENKennedy-Wilson Holdings
    8.1%
  5. 05
    EXCOExco Technologies
    5.6%

How this book compares

2 of Prem Watsa's holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.

Tracked alongside 29 other superinvestors.

Source noteIllustrative top-holdings view compiled from 13F-HR filed Feb 2026 for period ending Dec 31, 2025. SEC EDGAR CIK 0000915191. Weights normalised to the top positions surfaced here.

Reporting date: December 31, 2025. 13F filings disclose only US long-equity positions and lag real time by 45 days. Educational use only.