Back to FAIRFAX FINANCIAL HOLDINGS LTD/ CAN
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN
Q2 2026 13F filing
Updated 83 days ago32 disclosed positions worth $2.6B
Portfolio value
$2.6B
Total holdings
32
New positions
6
Closed positions
3
Increased
7
Decreased
2
Turnover
28.1%
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | O ORLA MINING LTD | $568.5M | 58.40M | 21.55% | Added(+83.5%) |
| 2 | E ELDORADO GOLD CORP | $427M | 13.75M | 16.18% | — |
| 3 | K KRAFT HEINZ CO | $337.6M | 14.31M | 12.80% | Added(+171.6%) |
| 4 | U UNDER ARMOUR INC | $289.8M | 45.36M | 10.98% | Added(+5.5%) |
| 5 | C CVS HEALTH CORP | $280.5M | 2.71M | 10.63% | Unchanged |
| 6 | C CLEVELAND-CLIFFS INC | $139.9M | 14.90M | 5.30% | Unchanged |
| 7 | U UNDER ARMOUR INC | $136.6M | 22.00M | 5.18% | Unchanged |
| 8 | T MOLSON COORS BEVERAGE CO | $77.7M | 1.99M | 2.94% | Added(+38.6%) |
| 9 | A ATS CORP | $70.5M | 2.49M | 2.67% | Unchanged |
| 10 | W WENDYS CO | $66.3M | 8.01M | 2.51% | Added(+144.9%) |
| 11 | T TAIWAN SEMICONDUCTOR MFG LTD | $44.7M | 93.7K | 1.69% | Unchanged |
| 12 | H HELMERICH & PAYNE INC | $38.5M | 1.17M | 1.46% | Unchanged |
| 13 | B BANK NOVA SCOTIA | $31.2M | 359.1K | 1.18% | Unchanged |
| 14 | G GENERAL MOTORS CO | $29M | 376.0K | 1.10% | Unchanged |
| 15 | P PFIZER INC | $25.1M | 1.04M | 0.95% | Added(+5.3%) |
| 16 | M MERCK & CO INC | $22.2M | 172.9K | 0.84% | Unchanged |
| 17 | J JOHNSON & JOHNSON | $18.6M | 73.4K | 0.71% | Unchanged |
| 18 | ? N/A KASPI KZ JSC | $9.2M | 106.0K | 0.35% | — |
| 19 | R ROGERS COMMUNICATIONS INC | $4.9M | 150.2K | 0.18% | — |
| 20 | G GARRETT MOTION INC | $3.7M | 102.8K | 0.14% | Trimmed(-44.3%) |
| 21 | C CANADIAN NATIONAL RAILWAY CO | $3M | 24.8K | 0.11% | Unchanged |
| 22 | C COLLIERS INTL GROUP INC | $2.3M | 25.0K | 0.09% | Unchanged |
| 23 | W WARNER BROS DISCOVERY INC | $2.2M | 81.9K | 0.08% | Added(+41.5%) |
| 24 | D DOMINO'S PIZZA INC | $2.1M | 7.2K | 0.08% | — |
| 25 | C CAPRI HOLDINGS LTD | $1.5M | 78.1K | 0.06% | Unchanged |
| 26 | L LULULEMON ATHLETICA INC | $1.4M | 12.5K | 0.05% | Unchanged |
| 27 | P PENN ENTERTAINMENT INC | $1.2M | 54.9K | 0.04% | Unchanged |
| 28 | E ELECTRONIC ARTS INC | $1M | 5.1K | 0.04% | — |
| 29 | B BERKSHIRE HATHAWAY INC | $749K | 1 | 0.03% | Unchanged |
| 30 | B BRIGHTSTAR LOTTERY PLC | $738K | 68.7K | 0.03% | Unchanged |
| 31 | C CEMENTOS PACASMAYO SAA | $595K | 50.0K | 0.02% | — |
| 32 | M MAGNACHIP SEMICONDUCTOR CORP | $296K | 62.5K | 0.01% | Trimmed(-50.0%) |