StockDriftsStockDriftsTop 32 Fairfax Financial Holdings LTD Can Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ORLA | ORLA MINING LTD | 21.55% | 58.40M | $568.5M | +83.55%(+26.58M) | $7.53(+25.31%) | 2026-06-30 | |
| EGO | ELDORADO GOLD CORP | 16.18% | 13.75M | $427.0M | new | $31.74(+21.11%) | 2026-06-30 | |
| KHC | KRAFT HEINZ CO | 12.8% | 14.31M | $337.6M | +171.56%(+9.04M) | $25.93(-2.14%) | 2026-06-30 | |
| UAA | UNDER ARMOUR INC | 10.98% | 45.36M | $289.8M | +5.48%(+2.36M) | $5.36(-0.65%) | 2026-06-30 | |
| CVS | CVS HEALTH CORP | 10.63% | 2.71M | $280.5M | +0.00%(+0) | $53.97(+76.02%) | 2026-06-30 | |
| CLF | CLEVELAND-CLIFFS INC | 5.3% | 14.90M | $139.9M | +0.00%(+0) | $9.71(+26.05%) | 2026-06-30 | |
| UA | UNDER ARMOUR INC | 5.18% | 22.00M | $136.6M | +0.00%(+0) | $5.09(+2.97%) | 2026-06-30 | |
| TAP | MOLSON COORS BEVERAGE CO | 2.94% | 1.99M | $77.7M | +38.65%(+556.00K) | $51.53(-18.26%) | 2026-06-30 | |
| ATS | ATS CORP | 2.67% | 2.49M | $70.5M | +0.00%(+0) | $29.99(-32.87%) | 2026-06-30 | |
| WEN | WENDYS CO | 2.51% | 8.01M | $66.3M | +144.90%(+4.74M) | $7.58(+14.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.49% | +88.33% | +14.17% | +93.96% |
| Top 20 Holdings Unweighted | +21.89% | +81.08% | +14.03% | +92.80% |
Fairfax Financial Holdings LTD Can reports $2.64B in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are ORLA (21.6%), EGO (16.2%) and KHC (12.8%). The top 20 holdings account for 99.34% of reported assets. Its disclosed equity book has returned +88.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fairfax Financial Holdings LTD Can’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 915191). View Fairfax Financial Holdings LTD Can’s 13F filings on SEC