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Stock impact report

Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q3 2025 Update [Seeking Alpha]

Orla Mining Ltd. Common Shares (ORLA) 
Company Research Source: Seeking Alpha
Orla Mining, now ~30% of the portfolio, saw aggressive accumulation at much lower prices and trades at $13.90, well above Watsa's cost basis. Significant stake increases occurred in Kraft Heinz and Molson Coors, both now trading below Watsa's purchase price ranges, signaling deep value positioning. Blackberry remains a top holding despite continued trimming and a cost basis far above current prices; portfolio reflects opportunistic, long-term capital deployment. cagkansayin/iStock via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to Prem Watsa's 13F portfolio on a quarterly basis. It is based on Watsa's regulatory 13F Form filed on 11/14/2025. Please This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of FRFHF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for i Show less Read more
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