Bruce Berkowitz - Fairholme Capital Management 13F Activity & Position Changes (Q2 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 Jun 30, 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 Q2 2020, the filing reported:

New Buys - Berkshire Hathaway Inc.

Increases - Berkshire Hathaway Inc. New

Reductions - St. Joe Company (The), The Kraft Heinz Company, Occidental Petroleum Corporatio, Simon Property Group, Inc.

Complete Exits - Vista Outdoor Inc.

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
Q2 2020	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy - Position Entry	+1	-	$267.00	1
Q2 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+80,490	+33.0%	$57.89K	324,310
Q2 2020	JOE St. Joe Company (The)	St. Joe Company (The)	Sell	-22,736	-0.1%	$514.47K	26,491,533
Q2 2020	KHC The Kraft Heinz Company	The Kraft Heinz Company	Sell	-3,700	-0.8%	$14.06K	440,800
Q2 2020	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Sell	-101,380	-23.6%	$6.00K	328,110
Q2 2020	SPG Simon Property Group, Inc.	Simon Property Group, Inc.	Sell	-20,000	-40.8%	$1.98K	29,000
Q2 2020	VSTO Vista Outdoor Inc.	Vista Outdoor Inc.	Sell - Position Exit	-105,510	-100.0%	$0.00	-