What did Prem Watsa buy in Q1 2025?

Prem Watsa opened 1 new position (LWAY) and added to 1 existing holding in the Q1 2025 13F.

What did Prem Watsa sell in Q1 2025?

Prem Watsa exited 3 positions (TFII, XERS, RVNCEUR) and trimmed 0.

What Prem Watsa bought and sold in Q1 2025

In Q1 2025, Prem Watsa (Fairfax Financial Holdings) opened 1 new position — including LWAY (<0.1%), added to 1, exited 3 (TFII, XERS, RVNCEUR). The book stood at $1.84B across 29 positions, filed May 15, 2025.

1New1Added0Trimmed3Exited

Share𝕏 in

New positions (1)

LWAYLifeway Foods Inc<0.1% · $425K

Added to (1)

CLFCleveland-cliffs Inc+153% shares · 6.6% · $122M

Exited (3)

TFIITfi International Incwas 0.1% of book
XERSXeris Biopharma Holdings Incwas <0.1% of book
RVNCEURRevance Therapeutics Incwas <0.1% of book

Prem Watsa's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q4 2024 changes

Prem Watsa's full portfolio →The whole cohort in Q1 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.