Prem Watsa - Fairfax Financial Holdings Portfolio
Period Date | Mar 31, 2025 | |
Filing Date | May 15, 2025 | |
Total Stocks | 29 | |
Portfolio Value | $1.84B |
Fairfax Financial Holdings Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
Metric | Value | Category | Description |
---|---|---|---|
Holding Period | 1.7 years | Style | Average duration positions are maintained |
Position Count | 56 | Style | Number of active positions in portfolio |
Position Size | 2.5% | Risk | Typical allocation per position |
Win Rate | 51.9% | Performance | Percentage of profitable positions |
Average Return | 57.3% | Performance | Mean return across positions |
Sharpe Ratio | 0.09 | Performance | Return per unit of risk taken |
Investment Case Study: ORLA MINING LTD (ORLA)
9/30/2022 - 7/7/2025
Performance Metrics
Total Return: 131,549.27%
Holding Period: 1011 days
Max Position Size: $225,847,381.00
Position Weight: 7.78%
Key Events
9/30/2022: ENTRY(10,219,650.00 shares) @ $0.00
12/31/2022: INCREASE(500,000.00 shares) @ $3.99
3/31/2023: INCREASE(4,663,700.00 shares) @ $4.68
6/30/2023: INCREASE(4,533,200.00 shares) @ $4.16
9/30/2023: INCREASE(11,192,100.00 shares) @ $3.54
12/31/2023: INCREASE(6,588,541.00 shares) @ $3.23
3/31/2024: INCREASE(17,958,038.00 shares) @ $3.77
9/30/2024: INCREASE(1,162,000.00 shares) @ $3.97
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure