Superinvestors / Fairholme Capital Management
Bruce Berkowitz
Fairholme Capital Management
Concentrated deep value
$1.51B 13F value
10 positions · as of 2026-03-31 · filed 2026-05-15
This quarter
2 new7 exited5 added2 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| JOE | ST JOE CO COMDECREASED -1.1% | 79.67% | $1.21B |
| — | ENTERPRISE PRODS PARTNERS LINCREASED | 13.63% | $206.45M |
| OZK | BANK OZK LITTLE ROCK ARK COMINCREASED +0.8% | 2.79% | $42.28M |
| BRK/B | BERKSHIRE HATHAWAY INC DELINCREASED +5.1% | 1.60% | $24.18M |
| WRB | BERKLEY W R CORPDECREASED -1.5% | 1.12% | $16.99M |
Showing 5 of 10
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 10 positions
Bruce Berkowitz's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
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