Manager activity
Prem Watsa
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
New · 2
Add · 8
Reduce · 1
Exit · 2
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Exit | OCCIDENTAL PETROLEUM CORP | -6,050,418 | Exit | -11.94 pp | 5/15/2026 |
| Add | UNDER ARMOUR INC | +12,541,773 | +132.6% | +4.36 pp | 5/15/2026 |
| Add | UNDER ARMOUR INC | +1,041,949 | +2.5% | +3.05 pp | 5/15/2026 |
| Exit | VANGUARD INDEX FUNDS | -58,248 | Exit | -1.75 pp | 5/15/2026 |
| New | WENDYS CO | +3,268,902 | New | +1.17 pp | 5/15/2026 |
| Add | KRAFT HEINZ CO | +149,200 | +2.9% | +0.14 pp | 5/15/2026 |
| Add | PFIZER INC | +100,000 | +11.2% | +0.37 pp | 5/15/2026 |
| New | WARNER BROS DISCOVERY INC | +57,900 | New | +0.08 pp | 5/15/2026 |
| Reduce | GARRETT MOTION INC | -76,000 | -29.2% | -0.05 pp | 5/15/2026 |
| Add | COLLIERS INTL GROUP INC | +3,000 | +13.6% | -0.02 pp | 5/15/2026 |
| Add | CANADIAN NATIONAL RAILWAY CO | +5,000 | +25.3% | +0.04 pp | 5/15/2026 |
| Add | MOLSON COORS BEVERAGE CO | +100,000 | +7.5% | +0.19 pp | 5/15/2026 |
| Add | BRIGHTSTAR LOTTERY PLC | +32,100 | +87.6% | +0.02 pp | 5/15/2026 |