Bruce Berkowitz's Q1 2026 Portfolio Trends: Major Shifts in Real Estate, Energy, and Financial Services

Bruce Berkowitz's Fairholme Capital Management portfolio, valued at approximately $1.51 billion as of March 31, 2026, displayed notable quarterly trends. The portfolio's largest position, JOE (St. Joe Company), saw a slight decrease of 1.09% in its portfolio allocation, representing a reduction of 2.12 million shares.

Elsewhere, EPD (Enterprise Products Partners L.P.) experienced a modest increase of 0.1% (5,400 additional shares), while OZK (Bank OZK) and BRK-B (Berkshire Hathaway Inc. Class B) also saw small positive changes in their share counts.

Conversely, WRB (WR Berkley Corp.) decreased by 1.46% in shares, and KHC (Kraft Heinz Co.) and HOMB (Home BancShares Inc.) both experienced significant reductions, though they held smaller allocations within the portfolio.

The most striking change was PGR (Progressive Corp.), which saw an extraordinary 159.38% increase in shares during the quarter, adding 40,800 shares to the position.

For a detailed view of Bruce Berkowitz's investment strategy and portfolio holdings, visit his profile on Insiderset. Detailed information on each stock, including JOE, EPD, OZK, BRK-B, WRB, PGR, KHC, and BRK-A, can be found by clicking on their respective symbols below.

[Link to Bruce Berkowitz's profile: https://www.insiderset.com/investor/bruce-berkowitz-fairholme-capital-management]

[Link to JOE: https://www.insiderset.com/investors/stocks/JOE]

[Link to EPD: https://www.insiderset.com/investors/stocks/EPD]

[Link to OZK: https://www.insiderset.com/investors/stocks/OZK]

[Link to BRK-B: https://www.insiderset.com/investors/stocks/BRK-B]

[Link to WRB: https://www.insiderset.com/investors/stocks/WRB]

[Link to PGR: https://www.insiderset.com/investors/stocks/PGR]

[Link to KHC: https://www.insiderset.com/investors/stocks/KHC]

[Link to BRK-A: https://www.insiderset.com/investors/stocks/BRK-A]