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:
26.37%
Gain
Monthly
0.4%
Yearly
4.86%
Drawdown
28.57%
$2.17B
Equity
Holdings
$2.17B
Investment
$1.77B
$3.22B
Profit +$10.9M
Realized
$2.82B
Unrealized
$405.23M
Dividends
$1.67B
Goals
Avg. 100% completed goals
Yearly
Gain > 10% 2026
Yearly
Loss < 15% 2026
Yearly
Loss < $300M 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$10.9M
Win %
53%
This Week
Compared To Last Week
Gain
3.87%
Profit
$80.98M
Win %
53%
This Month
Compared to last month
Gain
5.45%
Profit
$112.24M
Win %
53%
This Year
Compared to last year
Gain
13.1%
Profit
$250.77M
Win %
51%
CIGI Colliers International Group Inc.
+7.14%
+$169,750 
UAA Under Armour Inc.
+6.95%
+$19.78M 
UA Under Armour Inc.
+6.57%
+$9.35M 
PENN PENN Entertainment, Inc.
+4.51%
+$49,959 
LULU lululemon athletica inc.
+2.46%
+$36,125 
TAP Molson Coors Beverage Company
+2.21%
+$1.24M 
MRK Merck & Co., Inc.
+2.17%
+$452,998 
PFE Pfizer Inc.
+2%
+$480,586.5 
KHC The Kraft Heinz Company
+1.58%
+$2.09M 
CVS CVS Health Corporation
+1.13%
+$3.25M 
WEN The Wendy's Company
+0.87%
+$212,151.74 
GM General Motors Company
+0.71%
+$206,780.75 
CPRI Capri Holdings Ltd.
+0.66%
+$8,591 
BNS Bank of Nova Scotia
+0.6%
+$192,118.5 
ATS
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
IGT International Game Technology PLC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MX Magnachip Semiconductor Corporation
-5.78%
-$28,125 
BB BlackBerry Ltd.
-4.09%
-$15.74M 
HP Helmerich & Payne Inc.
-2.71%
-$1.07M 
ORLA Orla Mining Ltd.
-1.69%
-$5.09M 
CLF Cleveland-Cliffs Inc.
-1.48%
-$2.16M 
JNJ Johnson & Johnson
-1.08%
-$201,116 
WBD Warner Bros. Discovery, Inc.
-0.87%
-$13,896 
GTX Garrett Motion Inc.
-0.44%
-$25,824.4 
BRK-A Berkshire Hathaway Inc.
-0.33%
-$2,413.96 
PRTH Priority Technology Holdings, Inc.
-0.23%
-$1,149.15 
KW Kennedy-Wilson Holdings Inc.
-0.09%
-$133,220.09 Events
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Dividends
Dividend Analysis
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| Trades 997 | Longs Won 543/997 54% | Profit Factor 2.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $41.12M |
| Average Win $10.28M | Best Trade (Dec 30) $828.55M | Sharpe Ratio -21.75 |
| Average Loss -$5.21M | Worst Trade (Mar 30) -$172.73M | Z-Score -9.01 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 2w 3d | Expectancy $3.23M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | 0.01% | 0.05% | 0.34% | 1.5% | 5.33% | 15.98% | 42.07% |
| Consecutive Losing Trades | 417 | 376 | 334 | 292 | 250 | 209 | 167 | 125 | 83 | 42 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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