Prem Watsa - Fairfax Financial Holdings Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Prem Watsa’s - Fairfax Financial Holdings - portfolio movements as of Q4/2011 (December 31, 2011). In total, he held 41 stocks with a total portfolio worth of USD 1,742,545,000.