account_balance
Investment manager · 13F filer · SEC CIK 915191
Fairfax Financial Holdings Ltd/ Can
Reported value$2.64Bas of Jun 30, 2026
Positions32 6 new, 3 sold out
Top 10 weight90.7%ORLA alone is 22%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ORLAOrla Mining Ltd
21.5%Added +84%
EGOEldorado Gold Corp
16.2%New
KHCKraft Heinz Co
12.8%Added +172%
UAAUnder Armour Inc
11.0%Added +5%
CVSCVS Health Corp
10.6%
CLFCleveland-cliffs Inc
5.3%
UAUnder Armour Inc
5.2%
TAPMolson Coors Beverage Co
2.9%Added +39%
ATSAts Corp
2.7%
WENWendys Co
2.5%Added +145%
TSM1.7%HP1.5%ORLAOrla Mining Ltd
21.5%Added +84%
EGOEldorado Gold Corp
16.2%New
KHCKraft Heinz Co
12.8%Added +172%
UAAUnder Armour Inc
11.0%Added +5%
CVSCVS Health Corp
10.6%
CLF5.3%UA5.2%TAP2.9%ATSWENTSMHPBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ORLA Orla Mining Ltd 21.5% Added +84%
EGO Eldorado Gold Corp 16.2% NewKHC Kraft Heinz Co 12.8% Added +172%UAA Under Armour Inc 11.0% Added +5%CVS CVS Health Corp 10.6% HeldCLF Cleveland-cliffs Inc 5.3% HeldUA Under Armour Inc 5.2% HeldTAP Molson Coors Beverage Co 2.9% Added +39%ATS Ats Corp 2.7% HeldWEN Wendys Co 2.5% Added +145%TSM Taiwan Semiconductor MFG Ltd 1.7% HeldHP Helmerich & Payne Inc 1.5% HeldWhat changed