What Prem Watsa bought and sold in Q4 2025
In Q4 2025, Prem Watsa (Fairfax Financial Holdings) opened 3 new positions — including UA (2.2%), CNI (0.1%), PRTH (<0.1%), added to 1, trimmed 2, exited 3 (DLTR, FNV, KKR). The book stood at $2.08B across 29 positions, filed Feb 17, 2026.
3New1Added2Trimmed3Exited
New positions (3)
Added to (1)
Trimmed (2)
Exited (3)
- DLTRDollar Tree Incwas 0.2% of book
- FNVFranco-nevada Corpwas 0.2% of book
- KKRKkr & CO Incwas 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.