The portfolio of Fairfax Financial Holdings currently lists 42 stocks, one of them new, and a total value of $2.67 billion with a quarter-over-quarter turnover of 0%. Here are the details on a few of the massive stakes held by Guru Prem Watsa.
Up 31% over 12 Months
BlackBerry Ltd. (NASDAQ:BBRY)
Shares Owned: 51,854,700
Share Price: $8.97
While many billionaire Gurus reduced their BBRY position in the first quarter of 2013, the top Guru shareholder of BlackBerry Ltd. (NASDAQ:BBRY), Prem Watsa still owns a massive stake in the company, 28% of shares outstanding. His trading history shows a 10% loss on more than 51.8 million shares bought at an average price of $9.94.
Blackberry Ltd. has a market cap of $4.7 billion; its shares were traded at around $8.97 with a P/B ratio of 0.50 and P/S ratio of 0.41. Blackberry Ltd. has had an annual average earnings growth of 43.3% over the past 10 years.
Up 52% over 12 Months
Resolute Forest Products Inc. (NYSE:RFP)
Shares Owned: 24,776,519 (28,156,819 as of April 30, 2013)
Share Price: $15.28
The top Guru shareholder of Resolute Forest Products Inc. (NYSE:RFP), Prem Watsa owns another massive stake of 29.72% shares outstanding in this paper company, a global leader in the forest products industry.
A relatively new holding first bought in the second quarter of 2012, RFP gained 26.6% for Watsa on over 18.4 million shares bought at an average price of $12.07.
His average gain on more than 24.7 million shares bought is 26%.
A Canadian company, Resolute Forest Products Inc. (NYSE:RFP) has a market cap of $1.44 billion; its shares were traded at around $15.28 with a P/B ratio of 0.47 and P/S ratio of 0.33.
Up 35% over 12 Months
Johnson & Johnson (NYSE:JNJ)
Shares Owned: 5,941,600
Share Price: $92.23
Top sixth Guru shareholder, Prem Watsa owns 18.1% of Johnson & Johnson (NYSE:JNJ) shares outstanding. His five-year trading history shows consistent gains in all quarters traded since the fourth quarter of 2008. His average gain on shares bought and sold is 51% and 57%, respectively.
Johnson & Johnson has a market cap of $253.28 billion; its shares were traded at around $92.23 with a P/E ratio of 20.50 and P/S ratio of 3.76. The dividend yield of Johnson & Johnson stocks is 2.70%. Johnson & Johnson has had an annual average earnings growth of 6.2% over the past 10 years. GuruFocus rated Johnson & Johnson the business predictability rank of 2.5-star.
Check out the complete portfolio of Prem Watsa.
1. Prem Watsa's Undervalued Stocks
2. Prem Watsa's Top Growth Companies
3. Prem Watsa's High Yield stocks
4. Stocks that Prem Watsa keeps buying
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