Fund manager
Bruce Berkowitz
Fairholme · Concentrated value
Runs Fairholme, known for very concentrated portfolios.
Top holdings
| Company | Weight | Value |
|---|---|---|
| St Joe Co (JOE) | 76.4% | $1.1B |
| Enterprise Prods Partners L (EPD) | 13.5% | $200.6M |
| Bank Ozk (OZK) | 3.2% | $48.0M |
| Berkshire Hathaway Inc Del (BRK/B) | 3.0% | $44.0M |
| Wr Berkley Corp (WRB) | 1.2% | $18.1M |
| Progressive Corp (PGR) | 1.1% | $15.8M |
| Berkshire Hathaway Inc Del (BRK/A) | 0.6% | $8.2M |
| Pfizer Inc (PFE) | 0.4% | $5.6M |
| Kraft Heinz Co (KHC) | 0.3% | $4.8M |
| The Campbells Company (CPB) | 0.2% | $2.6M |
From the Form 13F for the quarter ended 2026-06-30, filed 2026-08-14. Reported $1.5B across 13 positions.