Prem Watsa's top holdings (July 2026) include BlackBerry Ltd (BB), a software firm that provides security and intelligent connectivity solutions for organizations around the globe.

Prem Watsa is the Chairman and Chief Executive Officer of Fairfax Financial Holdings, a Toronto-based financial services company. His investment focus involves identifying long-term opportunities across diverse sectors including manufacturing, insurance, and energy.

BlackBerry Ltd (BB)

BlackBerry Ltd is a provider of cybersecurity software and services, focusing on securing endpoints and communications for government and enterprise clients. The company also develops software for the Internet of Things (IoT), particularly for the automotive industry. BlackBerry has a market capitalization of $6.68B, with Prem Watsa's position currently valued at $442.5M. Analysts have set a price target of $9.64 for the company, and its discounted cash flow analysis suggests a value of -$0.97 per share.

Here's an overview of Prem Watsa's trades in BlackBerry Ltd:

Orla Mining Ltd (ORLA)

Orla Mining Ltd is a gold exploration and production company with assets located in Mexico, Panama, and Nevada. Its primary operations revolve around the Camino Rojo oxide gold mine, which is a key contributor to its production profile. The company's market cap stands at $3.62B, while the current value of Prem Watsa's holding is $311.49M. The company's discounted cash flow analysis suggests a value of $0.47 per share.

Here's an overview of Prem Watsa's trades in Orla Mining Ltd:

Under Armour Inc (UAA)

Under Armour Inc is a manufacturer and distributor of performance apparel, footwear, and accessories for athletes and fitness enthusiasts. The brand distributes its products through a mix of wholesale partnerships and direct-to-consumer channels. This holding in Prem Watsa's portfolio is currently worth $282.31M, and the company maintains a market cap of $2.68B. Analysts have established a price target of $6.25, and the discounted cash flow value for the shares is -$2.86.

Here's an overview of Prem Watsa's trades in Under Armour Inc:

CVS Health Corp (CVS)

CVS Health Corp is a diversified health services company that operates retail pharmacies and provides pharmacy benefit management through its Caremark segment. It also offers healthcare insurance products and operates medical clinics across the United States. The position is currently valued at $280.56M, while the firm's market capitalization is $133.13B. The company's discounted cash flow analysis suggests a value of $270.52 per share, with an analyst price target of $104.93.

Here's an overview of Prem Watsa's trades in CVS Health Corp:

Cleveland-Cliffs Inc (CLF)

Cleveland-Cliffs Inc is a major North American producer of flat-rolled steel and iron ore pellets. The company is integrated from the mining of raw materials to the manufacturing of finished steel products for the automotive and infrastructure industries. Cleveland-Cliffs has a market capitalization of $5.68B, and the current value of Prem Watsa's position is $139.9M. An analyst price target of $12.09 has been set, while the discounted cash flow analysis indicates a value of -$1.16 per share.

Here's an overview of Prem Watsa's trades in Cleveland-Cliffs Inc: