Prem Watsa - (Canadian Warren Buffet) Fairfax Financial Holdings Update: Q2 2026
For Q2 2026, Fairfax made big bets on gold and value consumer names.
The fund added #ORLA-OLD (Orla Mining) by 83.55% to 21.55%, now the largest position, and opened a new buy in #EGO (Eldorado Gold) at 16.18%.
They also added #KHC by 171.56% to 12.80%, #UAA by 5.48% to 10.98%, #TAP by 38.65%, and #WEN by 144.90%.
New buys include #KSPI, #RCI, #DPZ, and #CPAC, while #GTX was reduced by 44.28% and #MX by 50%.
The $2.63B portfolio across 32 stocks remains focused on gold miners, distressed retail, and defensive value.
Top holdings are #ORLA-OLD, #EGO, #KHC, and #UAA, making up over 61% of total value.
#Stocks #StockMarket
@SafiFinancialNetwork
1August 23, 2026 366 5
