PW
Prem Watsa
Fairfax Financial Holdings
Insurance value — contrarian
Often called the Canadian Warren Buffett. Invests insurance float in undervalued equities and also takes macro hedging positions. Known for prescient bearish calls.
Portfolio Map
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CALLBullish options bet
PUTBearish options bet
Sector Allocation
% of portfolio value by sector · current filing only
Other / Unclassified
97.03%
Consumer Defensive
2.94%
Full Portfolio · 2026-06-30
32 positions — click any ticker to open its analysis page
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Conviction Moves
Largest portfolio-weight changes this quarter · bar length = change in % of portfolio
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Closed
Quarter-over-Quarter Changes
2026-03-31 → 2026-06-30 · 18 positions moved
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