whalepapers
Investors/ Fairholme Capital Management LLC/ Q1 2020

Fairholme Capital Management LLC

Bruce Berkowitz · As of Q1 2020 · filed May 15, 2020

JOE ST JOE CO
87.2%
Added +0.7% 26,514,269 $444.9M
BRK/B BERKSHIRE HATHAWAY INC-CL B
8.7%
Added +1396.3% 243,820 $44.6M
KHC KRAFT HEINZ CO
2.2%
New 444,500 $11.0M
OXY OCCIDENTAL PETROLEUM CORP
1.0%
New 429,490 $5.0M
SPG SIMON PROPERTY GROUP INC
0.5%
New 49,000 $2.7M
WES WESTERN MIDSTREAM PARTNERS L
0.2%
New 290,000 $940K
VSTOEUR VISTA OUTDOOR INC
0.2%
Reduced −59.2% 105,510 $928K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.