Prem Watsa's TSM Position Overview
Prem Watsa (via Fairfax Financial Holdings Ltd/ Can) currently holds 93,700 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $26.16 M, representing 1.27% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Prem Watsa has maintained a strategic position in TSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 48,000 shares. Largest reduction occurred in Q2 2025, reducing 48,000 shares.
Analysis based on 13F filings available since 2013 Q2
Prem Watsa's Taiwan Semiconductor Manufacturing Company Limited (TSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Taiwan Semiconductor Manufacturing Company Limited (TSM) Trades by Prem Watsa
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2017 | +29,000 | New Buy | 29,000 | $37.55 |
| Q2 2019 | +24,700 | Add 85.17% | 53,700 | $39.16 |
| Q1 2020 | +46,000 | Add 85.66% | 99,700 | $47.79 |
| Q3 2020 | -6,000 | Reduce 6.02% | 93,700 | $81.07 |
| Q4 2022 | +4,800 | Add 5.12% | 98,500 | $74.49 |
| Q2 2023 | -4,800 | Reduce 4.87% | 93,700 | $100.89 |
| Q2 2024 | +48,000 | Add 51.23% | 141,700 | $173.83 |
| Q2 2025 | -48,000 | Reduce 33.87% | 93,700 | $226.35 |
Prem Watsa's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Prem Watsa first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q3 2017, acquiring 29,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Prem Watsa has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 33 quarters since Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Prem Watsa's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q2 2024, adding 141,700 shares worth $24.63 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Prem Watsa's firm, Fairfax Financial Holdings Ltd/ Can, owns 93,700 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $26.16 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 1.27% of Prem Watsa's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Prem Watsa's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 141,700 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.