Bruce Berkowitz's Top Holdings: Focus on Real Estate, Energy, and Financials as of March 31, 2026

Bruce Berkowitz, through his investment firm Fairholme Capital Management, maintains a concentrated portfolio as of March 31, 2026. His largest position is in ST JOE Co. (JOE), a company operating in the Real Estate sector. Berkowitz holds a substantial 79.67% allocation to this stock, representing a slight decrease of 2.12 million shares (-1.09%) from the previous period.

Enterprise Products Partners LP (EPD), operating in the Energy sector, is the second-largest holding, accounting for 13.63% of the portfolio. Berkowitz's stake in EPD increased by just 0.1% during the period.

Berkowitz also maintains significant exposure to the Financial Services sector. BANK OZK (OZK) holds a 2.79% allocation, while a stake in BERKSHIRE HATHAWAY INC DEL (BRK-B) (symbol BRK-B) contributes 1.6% to the portfolio. His position in OZK saw a modest increase of 0.83%, while his BRK-B stake grew by 5.08%.

Other notable positions include a 1.12% allocation to WR Berkley Corp. (WRB), another Financial Services company, though his stake decreased by 1.46%. Berkowitz also holds smaller stakes in Progressive Corp. (PGR), Kraft Heinz Co. (KHC), HOME BANCSHARES INC (HOMB), and a minimal stake in BRK-A.

Overall, Berkowitz's portfolio as of March 31, 2026, is heavily weighted towards Real Estate (JOE) and Energy (EPD), complemented by significant holdings in Financial Services. The changes in share counts for these top holdings reflect the dynamic nature of his investment strategy.