whalepapers
Investors/ Fairholme Capital Management LLC/ Q2 2026

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.