Top Funds / Fairfax Financial Holdings Ltd/ Can


Prem Watsa

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
Atlas Corp SHARES 99,638,552 $1,079,086,000 47.98% New +$1,079,086,000
BLACKBERRY Ltd 46,724,700 $309,738,000 13.77% No Change +$95,791,000
Kennedy-Wilson Holdings, Inc. 13,322,009 $238,331,000 10.60% No Change +$45,029,000
Resolute Forest Products Inc. 30,548,190 $199,785,000 8.88% No Change +$63,235,000
Crescent Capital BDC, Inc. 3,796,246 $55,273,000 2.46% No Change +$6,985,000
MICRON TECHNOLOGY INC 700,000 $52,619,000 2.34% No Change +$19,747,000
MasterCraft Boat Holdings, Inc. 1,868,465 $46,394,000 2.06% No Change +$13,696,000
Alphabet Inc. CAP STK CL A 16,731 $29,293,000 1.30% +3,000 +$9,182,000
FRANKLIN RESOURCES INC 1,000,000 $24,980,000 1.11% No Change +$4,640,000
CENTURYLINK, INC 2,247,100 $21,909,000 0.97% -112,000 -$1,894,000
General Motors Co 375,965 $15,655,000 0.70% No Change +$4,530,000
GENERAL ELECTRIC CO 1,390,900 $15,022,000 0.67% No Change +$6,357,000
Booking Holdings Inc. 6,500 $14,445,000 0.64% No Change +$3,341,000
BANK OF NOVA SCOTIA 247,100 $13,345,000 0.59% No Change +$3,109,000
CHEVRON CORP 155,800 $13,148,000 0.58% No Change +$1,938,000
JOHNSON & JOHNSON 73,400 $11,541,000 0.51% No Change +$629,000
PFIZER INC 300,900 $11,076,000 0.49% New +$11,076,000
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 93,700 $10,216,000 0.45% No Change +$2,620,000
Merck & Co., Inc. 122,900 $10,053,000 0.45% New +$10,053,000
Helmerich & Payne, Inc. 426,400 $9,875,000 0.44% +200,000 +$6,558,000
GRAFTECH INTERNATIONAL LTD 852,628 $9,080,000 0.40% No Change +$3,257,000
Diamond S Shipping Inc. 1,034,681 $6,891,000 0.31% No Change -$207,000
Liberty TripAdvisor Holdings, Inc. SER A 1,017,000 $4,414,000 0.20% +663,000 +$3,805,000
TIFFANY & CO 18,800 $2,471,000 0.11% No Change +$293,000
U.S. SILICA HOLDINGS, INC. 345,000 $2,422,000 0.11% No Change +$1,390,000