Bruce Berkowitz - Fairholme Capital Management 13F Activity & Position Changes (Q1 2020)

As of Mar 31, 2020, the Fairholme Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2020, the filing reported:

New Buys - The Kraft Heinz Company, Occidental Petroleum Corporatio, Simon Property Group, Inc., Western Midstream Partners, LP

Increases - Berkshire Hathaway Inc. New, St. Joe Company (The)

Reductions - Vista Outdoor Inc.

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+227,525	+1396.3%	$44.58K	243,820
Q1 2020	JOE St. Joe Company (The)	St. Joe Company (The)	Buy	+196,352	+0.7%	$444.91K	26,514,269
Q1 2020	KHC The Kraft Heinz Company	The Kraft Heinz Company	Buy - Position Entry	+444,500	-	$11.00K	444,500
Q1 2020	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Buy - Position Entry	+429,490	-	$4.97K	429,490
Q1 2020	SPG Simon Property Group, Inc.	Simon Property Group, Inc.	Buy - Position Entry	+49,000	-	$2.69K	49,000
Q1 2020	VSTO Vista Outdoor Inc.	Vista Outdoor Inc.	Sell	-152,790	-59.2%	$928.00	105,510
Q1 2020	WES Western Midstream Partners, LP	Western Midstream Partners, LP	Buy - Position Entry	+290,000	-	$940.00	290,000