Prem Watsa Portfolio

Prem Watsa is one of Indian-Canada's most prominent billionaires. He has been called the "Canadian Warren Buffett". He was awarded with Padma Shri, one of India's highest civilian honors in January 2020. He was born in India in 1950. He received his Master of Business Administration at the University of Western Ontario.
Prem Watsa portfolio overview: This investment-focused snapshot highlights five publicly traded stocks that appear in his holdings, reflecting a value-oriented approach across healthcare, consumer brands, tech, and cyclicals. These investments span diversified sectors rather than a single-market bet—typical of Watsa’s disciplined portfolio construction.
1) Orla Mining Ltd — A resource-sector investment aligned with commodity-driven upside; the stock supports exposure to gold/mining fundamentals within his broader portfolio of stocks.
2) CVS Health Corp — Healthcare services investment offering defensive characteristics through steady demand for pharmacy and care delivery; fits a long-term investor mindset within Watsa’s equity portfolio.
3) Under Armour Inc (Class A ordinary shares) — Consumer/apparel brand investment tied to footwear and athletic apparel growth; reflects interest in brand strength and operational leverage in public stocks.
4) BlackBerry Ltd — Technology/enterprise software investment stance, indicating a willingness to invest where turnaround potential or strategic repositioning may improve valuation over time.
5) Cleveland-Cliffs Inc — Steel/mining cyclical investment providing leveraged exposure to industrial demand cycles; aligns with contrarian/value opportunities in economically sensitive stocks.
Overall, Prem Watsa’s portfolio emphasizes select investments with identifiable drivers—cash-flow durability, sector resilience, or measurable restructuring/tailwinds—concentrated in strong, liquid public stocks across multiple industries.