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.

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.