Friday, July 06, 2007

A Closer Look at Prem Watsa's Portfolio

Prem Watsa, CEO and Chairman of Fairfax Financial, is a person I would term "a superinvestor". Over the last 15 years, he has returned 17.2% in common stocks, compared to 10.6% for the S&P500. Through news releases, it is known he owns large stakes in both SFK Pulp and Torstar. By digging through some insurance filings, I was able to find some of the other stocks in his portfolio, which include:
*As of 12/31/06
Marsh and Mclennan
Takefuji Co
International Coal Group
Eastman Chemical
Citizens Communications

This is as good a place as any to start researching from.

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