Perm Watsa Portfolio
Invests via Fairfax Financial Holdings | Managed by Hamblin Watsa Investment Counsel Ltd.
Invests via Fairfax Financial Holdings
Managed by Hamblin Watsa Investment Counsel Ltd.
Automatically Tracked
Perm Watsa Profile
Long-tenured value investor and insurance entrepreneur known for consolidating specialty insurers and deploying capital across distressed and opportunistic situations. Perm Watsa founded and chairs a diversified insurance holding company, combining underwriting income with long-term public and private equity investments. He is noted for capital preservation, event-driven dealmaking and active portfolio management that positions the firm as a capital allocater in Canadian-listed financials.
Long-tenured value investor and insurance entrepreneur known for consolidating specialty insurers and deploying capital across distressed and opportunistic situations. Perm Watsa founded and chairs a diversified insurance holding company, combining underwriting income with long-term public and private equity investments. He is noted for capital preservation, event-driven dealmaking and active portfolio management that positions the firm as a capital allocater in Canadian-listed financials.
Investment Philosophy & Strategy
Long-tenured value investor and insurance entrepreneur focused on capital preservation, underwriting discipline and opportunistic consolidation of specialty insurers. Combines insurance float with selective public and private equity stakes, favoring deep-value, event-driven and distressed situations where active control or influence can unlock value. Allocates capital with long horizons, low-leverage bias and conservative underwriting, using insurance operations as a yield engine and a patient balance sheet to support turnaround and acquisitive growth strategies.
Long-tenured value investor and insurance entrepreneur focused on capital preservation, underwriting discipline and opportunistic consolidation of specialty insurers. Combines insurance float with selective public and private equity stakes, favoring deep-value, event-driven and distressed situations where active control or influence can unlock value. Allocates capital with long horizons, low-leverage bias and conservative underwriting, using insurance operations as a yield engine and a patient balance sheet to support turnaround and acquisitive growth strategies.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
34.3%
Gain -0.37%
Monthly
0.39%
Yearly
4.81%
Drawdown
30.65%
$2.55B
Equity
Holdings
$2.55B
Investment
$2.17B
$2.88B
Profit -$8.32M
Realized
$2.5B
Unrealized
$380.35M
Dividends
$1.69B
Goals
Avg. 66% completed goals
Yearly
Gain > 10% 2026
Yearly
Loss < 15% 2026
Yearly
Loss < $300M 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.37%
Profit
-$8.32M
Win %
53%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$4.22M
Win %
53%
This Month
Compared to last month
Gain
1.73%
Profit
$43.49M
Win %
53%
This Year
Compared to last year
Gain
-1.79%
Profit
-$43.63M
Win %
46%
IGT International Game Technology PLC
+35.51%
+$310,672.78 
ORLA Orla Mining Ltd.
+5.65%
+$29.49M 
TAP Molson Coors Beverage Company
+1.24%
+$967,334.49 
JNJ Johnson & Johnson
+0.82%
+$153,406 
KHC The Kraft Heinz Company
+0.8%
+$2.65M 
MRK Merck & Co., Inc.
+0.74%
+$186,732 
BRK-A Berkshire Hathaway Inc.
+0.7%
+$5,514.01 
CPRI Capri Holdings Ltd.
+0.63%
+$7,810 
DPZ Domino's Pizza Inc.
+0.58%
+$12,760.98 
BNS Bank of Nova Scotia
+0.41%
+$132,867 
PFE Pfizer Inc.
+0.26%
+$78,292.5 
CVS CVS Health Corporation
+0.22%
+$542,400 
RCI Rogers Communications Inc.
+0.02%
+$751 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WEN The Wendy's Company
0%
$0 ATS
ATS
0%
$0 
MX Magnachip Semiconductor Corporation
-6.91%
-$11,875 
LULU lululemon athletica inc.
-2.23%
-$27,624.95 
UA Under Armour Inc.
-2.1%
-$2.2M 
KSPI JSC Kaspi.kz American Depositary Receipt
-1.93%
-$193,980 
UAA Under Armour Inc.
-1.84%
-$4.08M 
PENN PENN Entertainment, Inc.
-1.41%
-$11,803.5 
EGO Eldorado Gold Corporation
-1.02%
-$5.09M 
HP Helmerich & Payne Inc.
-0.7%
-$311,137.83 
GTX Garrett Motion Inc.
-0.63%
-$15,931.36 
CLF Cleveland-Cliffs Inc.
-0.58%
-$1.04M 
CIGI Colliers International Group Inc.
-0.45%
-$10,250 
CPAC Cementos Pacasmayo S.A.A. - ADR
-0.39%
-$2,500 
GM General Motors Company
-0.19%
-$60,154.4 Events
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Dividends
Dividend Analysis
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| Trades 1012 | Longs Won 567/1012 56% | Profit Factor 2.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $40.92M |
| Average Win $9.65M | Best Trade (Dec 30) $828.55M | Sharpe Ratio -19.09 |
| Average Loss -$5.83M | Worst Trade (Mar 30) -$172.73M | Z-Score -7.6 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 2w 1d | Expectancy $2.84M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 0.26% | 1.24% | 4.66% | 14.69% | 40.43% |
| Consecutive Losing Trades | 437 | 394 | 350 | 306 | 262 | 219 | 175 | 131 | 87 | 44 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ATS ATS | 2.49M | $73.81M | $71.34M | - | -$2.48M | -3.35% | 0.0 |
| BNS Bank of Nova Scotia | 359,100 | $18.06M | $32.85M | - | $14.8M | 81.94% | +0.406% |
| BRK-A Berkshire Hathaway Inc. | 1 | $253,428.57 | $795,000 | - | $541,571.43 | 213.7% | +0.698% |
| CDNMF EGR Exploration Ltd. | 24,800 | $937 | $2,480 | - | $1,543 | 164.67% | 0.0 |
| CIGI Colliers International Group Inc. | 25,000 | $2.02M | $2.25M | - | $230,750.12 | 11.4% | -0.453% |
| CLF Cleveland-Cliffs Inc. | 14.9M | $129.43M | $179.98M | - | $50.55M | 39.05% | -0.576% |
| CPAC Cementos Pacasmayo S.A.A. - ADR | 50,000 | $594,500 | $631,250 | - | $36,750 | 6.18% | -0.394% |
| CPRI Capri Holdings Ltd. | 78,100 | $3.37M | $1.25M | - | -$2.12M | -63% | +0.631% |
| CVS CVS Health Corporation | 2.71M | $121.74M | $251.62M | - | $129.88M | 106.68% | +0.216% |
| DPZ Domino's Pizza Inc. | 7,230 | $2.14M | $2.2M | - | $64,599.65 | 3.02% | +0.582% |
| EA Electronic Arts Inc. | 5,100 | $1.05M | $1.07M | - | $24,021 | 2.3% | 0.0 |
| EGO Eldorado Gold Corporation | 13.75M | $427M | $492.95M | - | $65.95M | 15.44% | -1.021% |
| GM General Motors Company | 375,965 | $13.12M | $31.39M | - | $18.27M | 139.28% | -0.191% |
| GTX Garrett Motion Inc. | 102,783 | $805,037.24 | $2.5M | - | $1.69M | 210.12% | -0.634% |
| HP Helmerich & Payne Inc. | 1.17M | $33.55M | $43.93M | - | $10.38M | 30.95% | -0.703% |
| IGT International Game Technology PLC | 68,733 | $1.04M | $1.19M | - | $145,091.82 | 13.94% | +35.507% |
| JNJ Johnson & Johnson | 73,400 | $8.21M | $18.74M | - | $10.53M | 128.3% | +0.825% |
| KHC The Kraft Heinz Company | 14.31M | $368.56M | $335.7M | - | -$32.86M | -8.92% | +0.795% |
| KSPI JSC Kaspi.kz American Depositary Receipt | 106,000 | $9.18M | $9.86M | - | $683,700 | 7.45% | -1.93% |
| LULU lululemon athletica inc. | 12,500 | $2.22M | $1.21M | - | -$1.01M | -45.52% | -2.23% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Perm Watsa?
The largest contributions to the portfolio's profits come from the following stocks: Atlas Corp - $1.07B, ORH - $815.02M, Frontier Communications Corp - $769.09M, Seaspan Corp - $487.67M, and Resolute Forest Products Inc - $355.9M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: SandRidge Energy Inc - $280.34M, BBRY - $220.85M, BlackBerry Ltd - $200.96M, ABH - $174.4M, and C10268AC1 - $168.64M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Perm Watsa's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.69B earned over time. The largest contributors to dividend income include Frontier Communications Corp - $904.69M, Atlas Corp - $173.91M, Kennedy-Wilson Holdings Inc - $104.54M, Johnson & Johnson - $86.36M, and Resolute Forest Products Inc - $76.37M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Perm Watsa's monthly returns?
Perm Watsa's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Perm Watsa's strategy be considered aggressive or moderate?
Perm Watsa's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Perm Watsa's strategy?
Perm Watsa's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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