What Prem Watsa bought and sold in Q2 2025
In Q2 2025, Prem Watsa (Fairfax Financial Holdings) opened 2 new positions — including VOO (2.2%), PENN (0.1%), added to 3, trimmed 1, exited 3 (MU, GNTX, MGM). The book stood at $1.87B across 28 positions, filed Aug 14, 2025.
2New3Added1Trimmed3Exited
New positions (2)
- VOOVanguard S&p 500 Etf2.2% · $41M
- PENNPenn Entertainment Inc0.1% · $981K
Added to (3)
- KHCKraft Heinz Co/the+45% shares · 6.7% · $126M
- HPHelmerich & Payne+26% shares · 0.8% · $15M
- LWAYLifeway Foods Inc+82% shares · <0.1% · $779K
Trimmed (1)
Exited (3)
- MUMicron Technology Incwas 0.4% of book
- GNTXGentex Corpwas 0.1% of book
- MGMMgm Resorts Internationalwas <0.1% of book
Prem Watsa's other filings
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.