Prem Watsa – Fairfax Financial Holdings Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Fairfax Financial Holdings portfolio balances reported a total equity value of $1.87B across 28 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight ORLA MINING LTD (ORLA) as the single largest position, accounting for 29.9% of total equity value, followed by OCCIDENTAL PETROLEUM CORP (OXY), CVS HEALTH CORP (CVS), BLACKBERRY LTD (BB), and others. Collectively, the top five holdings represent 70.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.