Prem Watsa Portfolio Analysis: Top 10 Positions and Key Changes (opens in new tab)

Prem Watsa’s Fairfax Financial Holdings reported an equity portfolio of approximately ~$2.0 billion in the latest quarter, continuing to reflect a contrarian, value-driven approach focused on cyclical opportunities, distressed assets, and long-term mean reversion. The portfolio is highly concentrated, with a substantial portion of capital allocated to a small group ... Read More