Prem Watsa's top holdings (September 2025) include Orla Mining Ltd (ORLA), a mining company focused on the exploration, development, and operation of gold and silver projects.

Prem Watsa serves as the Chairman and CEO of Fairfax Financial Holdings, a financial services holding company. His investment approach typically involves a long-term view and a focus on intrinsic value, often leading to a concentrated portfolio of publicly traded equities.

Orla Mining Ltd (ORLA)

Orla Mining Ltd is a precious metals producer with assets in Mexico and Panama. The company's primary focus is on gold and silver production from its operating mines.
Orla Mining has a market capitalization of $3.6B. The current value of Prem Watsa's position in this company is $628.4M, with its discounted cash flow value at $0.47 per share.
Here's an overview of Prem Watsa's trades in Orla Mining Ltd:

Occidental Petroleum Corp. (OXY)

Occidental Petroleum Corp. is an international energy company with assets primarily in the United States, the Middle East, and North Africa. It engages in oil and gas exploration and production, as well as chemical manufacturing.
This holding in Prem Watsa's portfolio is currently worth $288.06M. Occidental Petroleum's market cap stands at $46.87B. Analysts have set a price target of $45.0 for the company, while its discounted cash flow analysis suggests a value of $101.9 per share.
Here's an overview of Prem Watsa's trades in Occidental Petroleum Corp.:

CVS Health Corp (CVS)

CVS Health Corp is a diversified health solutions company with a presence across retail pharmacy, pharmacy benefits management, and health insurance. It operates thousands of retail pharmacies and provides a range of healthcare services.
The company's market capitalization is $92.78B. Prem Watsa's position in CVS Health is currently valued at $198.38M. The discounted cash flow value for CVS Health is $81.74 per share, and analysts have a price target of $80.0.
Here's an overview of Prem Watsa's trades in CVS Health Corp:

Cleveland-Cliffs Inc (CLF)

Cleveland-Cliffs Inc is a producer of flat-rolled steel and a leading producer of iron ore pellets in North America. The company serves various markets, including automotive, infrastructure, and manufacturing.
Cleveland-Cliffs has a market capitalization of $5.32B, with Prem Watsa's position currently valued at $160.17M. Its discounted cash flow value is $7.06 per share.
Here's an overview of Prem Watsa's trades in Cleveland-Cliffs Inc:

BlackBerry Ltd (BB)

BlackBerry Ltd is a software company that provides intelligent security software and services to enterprises and governments worldwide. Its offerings include cybersecurity solutions and embedded software for the automotive industry.
The company's market cap stands at $2.28B, while the current value of Prem Watsa's holding is $156.21M. The discounted cash flow value for BlackBerry is -$1.15 per share.
Here's an overview of Prem Watsa's trades in BlackBerry Ltd: