Fairholme Capital Management LLC
Bruce Berkowitz · As of Q2 2026 · filed Aug 14, 2026
| JOE ST JOE CO | 76.4% | Reduced −5.4% | 18,182,367 | $1.14B |
| EPD ENTERPRISE PRODUCTS PARTNERS | 13.5% | Held | 5,455,800 | $200.6M |
| OZK BANK OZK | 3.2% | Held | 921,252 | $48.0M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 3.0% | Added +74.1% | 87,852 | $44.0M |
| WRB WR BERKLEY CORP | 1.2% | Held | 256,350 | $18.1M |
| PGR PROGRESSIVE CORP | 1.1% | Added +8.7% | 72,200 | $15.8M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 0.6% | Added +450.0% | 11 | $8.2M |
| PFE PFIZER INC | 0.4% | New | 231,000 | $5.6M |
| KHC KRAFT HEINZ CO | 0.3% | Added +92.1% | 202,300 | $4.8M |
| CPB THE CAMPBELL'S COMPANY | 0.2% | New | 116,500 | $2.6M |
| UPS UNITED PARCEL SERVICE-CL B | 0.2% | New | 23,800 | $2.6M |
| AAPL APPLE INC | 0.0% | Held | 2,400 | $694K |
| HOMB HOME BANCSHARES INC | 0.0% | Held | 12,100 | $345K |
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.