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 investment portfolio highlights a diversified set of value-oriented stocks across mining, consumer brands, tech turnaround, healthcare, and industrials. Top investments in Watsa’s lineup include:
1) Orla Mining Ltd — Investment focused on metals exposure, reflecting confidence in long-term gold market fundamentals. As a key holding within his stocks portfolio, it supports the portfolio’s cyclical commodity upside.
2) BlackBerry Ltd — Investment targeting technology recovery potential. This stock represents Watsa’s approach to finding undervalued companies with durable enterprise software leverage and a path to improved profitability.
3) Under Armour Inc (Class A) — Investment emphasizing brand strength and category momentum. In Watsa’s portfolio of stocks, it provides growth-at-a-reasonable-price characteristics tied to global apparel demand.
4) CVS Health Corp — Investment in defensive healthcare services, aligning with preference for cash-generative businesses. This holding adds resilience to the portfolio through recurring care delivery and insurance-related revenue streams.
5) Cleveland-Cliffs Inc — Investment in steel/industrial supply-chain dynamics, leveraging an interest in value opportunities during industry cycles. It complements the portfolio by offering direct exposure to North American infrastructure and manufacturing trends.