Bruce Berkowitz - Fairholme Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    10
Portfolio value:    $1,514,192,261
Holdings Activity Buys Sells    History
History Stock % of
Portfolio
Recent
Activity
Shares Avg. Buy
Price*
Value Current
Price
+/-
Since
Buy
52
Week
Low
52
Week
High
JOE - The St. Joe Co. 79.67 Reduce 1.09% 19,210,167 $28.12 $1,206,398,488 $60.67 115.78% $46.02 $73.19
EPD - Enterprise Products Partners L.P. 13.63 Add 0.10% 5,455,800 $24.36 $206,447,472 $38.31 57.27% $28.61 $40.17
OZK - Bank OZK 2.79 Add 0.83% 921,252 $44.19 $42,276,263 $50.58 14.45% $41.55 $53.39
BRK.B - Berkshire Hathaway CL B 1.60 Add 5.08% 50,452 $316.85 $24,176,598 $496.85 56.81% $455.19 $516.85
WRB - W. R. Berkley Corp. 1.12 Reduce 1.46% 256,350 $44.53 $16,990,878 $73.84 65.82% $62.31 $76.93
PGR - The Progressive Corp. 0.87 Add 159.38% 66,400 $209.61 $13,163,136 $234.48 11.87% $187.78 $239.38
KHC - The Kraft Heinz Co. 0.16 Buy 105,300 $22.49 $2,368,197 $25.23 12.18% $20.66 $27.35
BRK.A - Berkshire Hathaway CL A 0.09 Add 100.00% 2 $492,570.00 $1,436,280 $744,850.00 51.22% $685,150.00 $775,000.00
AAPL - Apple Inc. 0.04 2,400 $130.54 $609,096 $317.31 143.07% $200.70 $323.45
HOMB - Home BancShares, Inc. 0.02 Buy 12,100 $26.93 $325,853 $29.10 8.06% $25.47 $30.37
* Avg. Buy Price is an estimated cost basis: the share-weighted average of the quarter-end prices reported when this manager first bought or later added to the position (average-cost method, reset after a full exit). 13F filings disclose only quarter-end holdings, not actual trade prices, so this approximates — but does not exactly equal — what was paid.
Sector % analysis
Real Estate 79.67
Energy 13.63
Financial Services 6.50
Consumer Defensive 0.16
Technology 0.04