What did Prem Watsa buy in Q3 2025?

Prem Watsa opened 2 new positions (LULU, DLTR) and added to 2 existing holdings in the Q3 2025 13F.

What did Prem Watsa sell in Q3 2025?

Prem Watsa exited 2 positions (ATHM, LWAY) and trimmed 1.

What Prem Watsa bought and sold in Q3 2025

In Q3 2025, Prem Watsa (Fairfax Financial Holdings) opened 2 new positions — including LULU (0.2%), DLTR (0.2%), added to 2, trimmed 1, exited 2 (ATHM, LWAY). The book stood at $2.06B across 29 positions, filed Nov 14, 2025.

2New2Added1Trimmed2Exited

Share𝕏 in

New positions (2)

LULULululemon Athletica Inc0.2% · $4M
DLTRDollar Tree Inc0.2% · $4M

Added to (2)

HPHelmerich & Payne+21% shares · 1.3% · $26M
PFEPfizer Inc+37% shares · 1.1% · $23M

Trimmed (1)

VOOVanguard S&p 500 Etf-20% shares · 1.7% · $36M

Exited (2)

ATHMAutohome Inc-adrwas 0.1% of book
LWAYLifeway Foods Incwas <0.1% of book

Prem Watsa's other filings

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

Prem Watsa's full portfolio →The whole cohort in Q3 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.