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

According to the SEC 13F filed on Aug 14, 2026, the Fairholme Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2020. 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