Prem Watsa

Fund Manager

Founder, chairman, and CEO of Fairfax Financial Holdings

Equinox Gold is 21.6% of the 13F table · as of 2026-06-30 · 0001104659-26-096276.txt

4 tracked · Filing-sourced (SEC) · Positions as of Aug 25, 2026 · 13F, Form 4, 13D/G

Prem Watsa is founder, chairman, and CEO of Fairfax Financial Holdings, the Toronto insurer. This page is Fairfax's Form 13F metals and resource sleeve, not the full 32-name 13F and not a personal account. Weights are percent of the 13F table ($2,638,451,995 as of 2026-06-30), not issuer ownership. A separate Equinox Schedule 13G (6.4% of class as-converted, including warrants) is issuer percent of class, not a 13F weight.

Portfolio allocation

3 positions weighted

Weights are official percent of the 13F information table, not issuer ownership. This page is the metals and resource sleeve only. A separate Schedule 13G issuer-% row is listed below and is not a 13F portfolio weight.

EQX (Orla)21.6%
EGO16.2%
CLF5.3%
Rest of 13F57%

Holdings (4)

Metals/resource sleeve · official % of the 13F table · not issuer ownership

EQX 6.4%

Largest % ownership stake

EQX 21.6%

Largest % of 13F

$1.1B

Tracked value

43.0%

Named share of 13F table

Metals / resource sleeve

Official percent of the 13F information table, not issuer ownership. Orla is shown as the Equinox successor line only.

1
EQX (Orla)Equinox Gold Corp.
21.55%
58,399,504 shares · $568.5M
CURATEDSEC Form 13F · Fairfax Financial Holdings Ltd/Can CIK 0000915191 Acc 0001104659-26-096276 period 2026-06-30 filed 2026-08-14Jun 30, 2026Source
2
EGOEldorado Gold Corporation
16.18%
13,746,506 shares · $427.0M
CURATEDSEC Form 13F · Fairfax Financial Holdings Ltd/Can CIK 0000915191 Acc 0001104659-26-096276 period 2026-06-30 filed 2026-08-14Jun 30, 2026Source
3
CLFCleveland-Cliffs Inc.
5.3%
14,899,273 shares · $139.9M
CURATEDSEC Form 13F · Fairfax Financial Holdings Ltd/Can CIK 0000915191 Acc 0001104659-26-096276 period 2026-06-30 filed 2026-08-14Jun 30, 2026Source

Named sleeve weights sum to 43.03% of the 13F table. The remaining 56.97% is the rest of that 13F (names outside this metals and resource sleeve).

Issuer ownership

Schedule 13G percent of class. This is issuer ownership, not a 13F portfolio weight.

1
EQXEquinox Gold Corp.
6.4%of class
75,943,806 shares
CURATEDSchedule 13G · V. Prem Watsa / Fairfax group Acc 0000947871-26-000832 event 2026-07-31 accepted 2026-08-25Aug 25, 2026Source

Shows tracked precious metals holdings only, not full book. Full 13F filed by Fairfax Financial Holdings Ltd/Can.

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Additional disclosed positions from interviews and public statements may appear above the 13F-sourced list.

Precious-metals holdings from the most recent SEC 13F filed by Fairfax Financial Holdings Ltd/Can. That filing also includes non-precious-metals securities; this page shows only names in the GoldSignal universe. ORLA + EGO were $995,457,741 (37.73% of the 13F table) as of 2026-06-30 — two gold miners, 13F weight, not a hedge and not a personal book. The ORLA information-table line is shown as Equinox Gold (EQX), the listed successor; Equinox closed the Orla acquisition 2026-07-31. A separate EQX Schedule 13G (75,943,806 shares, 6.4% of class as-converted, including warrants; Acc 0000947871-26-000832, event 2026-07-31, accepted 2026-08-25) is issuer %, not a 13F portfolio weight.

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