Prem Watsa Stock Picks

The “Canadian Warren Buffett”, Prem Watsa’s is the CEO of Fairfax Financial Holdings, Inc. Here is his Top stocks’ portfolio.

BURLINGTON NORTHN SANTA FE CP (BNI)
Sept 30: $166 million 2,088,000 shares

DELL INC (DELL)
Sept 30: $529 million, 34,763,489 shares

FRONTIER COMMUNICATIONS CORP (FTR)
Sept 30: $116 million, 15,593,600 shares

GENERAL ELECTRIC CO (GE, increased)
June 30: $214 million, 18,312,770 shares
Sept 30: $435 million, 26,597,770 shares (lowest possible buy price: $10.71)

INTEL CORP (INTC, reduced)
June 30: $115 million, 6,973,000 shares
Sept 30: $111 million, 5,716,000 shares

INTERNATIONAL COAL GRP INC (ICO)
Sept 30: $147 million, 36,539,400 shares

JOHNSON & JOHNSON (JNJ)
Sept 30: $418 million, 6,884,300 shares

KRAFT FOODS INC (KFT)
Sept 30: $261,085, 9,949,871 shares

LEVEL 3 COMMUNICATIONS INC (LVLT)
Sept 30: $192 million, 139,276,421 shares

MAGNA INTL INC (MGA, reduced)
June 30: $228 million, 5,409,776 shares
Sept 30: $224 million, 5,287,076 shares

ODYSSEY RE HOLDINGS CORP
Sept 30: $2.7 billion, 42,399,400 shares

US BANCORP (USB)
Sept 30: $346 million, 15,870,900 shares

USG Corp(USG)
Sept 30: $125 million, 7,311,500 shares

WELLS FARGO & CO. (WFC)
Sept 30: $562 million, 20,028,700 shares