Prem Watsa runs Fairfax Financial, a conglomerate overseeing $2.08B in disclosed equity holdings (SEC CIK 0000915191). The latest portfolio (2025Q4) discloses 29 positions across 9 sectors, with the largest positions in ORLA, OXY and CVS. On a mark-to-market basis the tracked portfolio has returned 46.9% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
We mark Prem Watsa (Fairfax Financial)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Prem’s portfolio is 46.9% over the last 12 months · -10.8% since 2016Q1.