Bruce Berkowitz Portfolio Update: March 31, 2026
Bruce Berkowitz of Fairholme Capital Management reported a portfolio value of approximately $1.51 billion as of March 31, 2026.
Bruce Berkowitz of Fairholme Capital Management reported his portfolio holdings as of March 31, 2026, with a total value of approximately $1.51 billion.
The largest position, ST JOE CO (JOE), decreased its portfolio allocation from the previous period, now representing 79.67% of the portfolio.
ENTERPRISE PRODUCTS PARTNERS L (EPD) saw a slight increase in its portfolio allocation, rising to 13.63%.
BANK OZK (OZK) allocation increased slightly to 2.79%.
BANK OZK (OZK) allocation increased slightly to 2.79%.
BERKSHIRE HATHAWAY INC DEL (BRK-B) allocation increased significantly to 1.60%.
WR BERKLEY CORP (WRB) allocation decreased to 1.12%.
PROGRESSIVE CORP (PGR) allocation increased modestly to 0.87%.
KRAFT HEINZ CO (KHC) allocation decreased substantially to 0.16%.
BERKSHIRE HATHAWAY INC DEL (BRK-A) allocation remained very small at 0.09%.
HOME BANCSHARES INC (HOMB) allocation decreased further to 0.02%.