普雷姆·沃特萨
Prem WatsaFairfax Financial Holdings13F · 15 May 2026
持仓 29前十集中度 88%本季新建/加仓 10减持/清仓 1
125.8%持有213.1%加仓310.0%持有47.4%持有56.5%加仓66.5%持有76.1%加仓85.8%持有93.6%持有103.2%加仓112.2%持有121.6%持有131.4%持有141.4%加仓151.3%持有161.2%新建仓171.1%持有180.9%持有190.2%减持200.1%加仓210.1%加仓220.1%持有230.1%新建仓240.1%持有250.1%加仓260.0%持有270.0%持有280.0%持有290.0%持有
ORLAOrla Mining Ltd均 47
UAAUnder Armour Inc.均 31
CVSCVS Health Corp.均 47
KWKennedy-Wilson Holdings Inc.均 43
UAUnder Armour CL C均 31
CLFCleveland-Cliffs Inc.均 40
KHCKraft Heinz Co.均 36
BBBlackBerry Ltd.均 45
ATSAts Corp均 44
TAPMolson Coors Beverage Co.均 31
HPHelmerich & Payne均 39
TSMTaiwan Semiconductor S.A.均 78
GMGeneral Motors均 43
PFEPfizer Inc.均 44
BNSBank of Nova Scotia均 49
WENWendy's Co.均 37
MRKMerck & Co.均 58
JNJJohnson & Johnson均 56
GTXGarrett Motion Inc.均 41
CIGIColliers International Group Inc.均 50
CNICanadian Natl Railway Co.均 55
LULULululemon Athletica Inc.均 55
WBDWarner Bros. Discovery Inc.均 43
CPRICapri Holdings Ltd均 37
BRSLBrightstar Lottery均 54
BRK.ABerkshire Hathaway CL A
PENNPenn National Gaming Inc.均 35
MXMagnaChip Semiconductor Corp.均 30
PRTHPriority Technology Holdings均 29
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。