Bruce Berkowitz - Fairholme Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 12 | |
| Portfolio Value | $1.22B |
Portfolio Overview
Comprehensive analysis of Bruce Berkowitz's investment portfolio
11
Total Holdings
$1.2B
Portfolio Value
Real Estate
Top Sector
4
Sectors
Investment Strategy Insights
- • Bruce Berkowitz maintains a diversified portfolio across 4 sectors
- • Top 5 holdings represent 99.3% of the portfolio
- • Largest position: ST JOE CO (JOE) at 78.1%
Trends by sector
Investment Adjustments from Previous Filing
Fairholme Capital Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| JOE ST JOE CO | 78.07% | $948,712,406 |
| EPD ENTERPRISE PRODS PARTNERS L | 15.31% | $186,076,656 |
| OZK BANK OZK | 2.26% | $27,443,115 |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 2.14% | $25,945,700 |
| WRB WR BERKLEY CORP | 1.53% | $18,604,782 |
| ET ENERGY TRANSFER L P | 0.25% | $3,097,094 |
| OXY OCCIDENTAL PETE CORP | 0.22% | $2,680,248 |
| BRK-A BERKSHIRE HATHAWAY INC DEL | 0.07% | $798,442 |
| FANG DIAMONDBACK ENERGY INC | 0.05% | $639,520 |
| AAPL APPLE INC | 0.04% | $532,788 |
| EOG EOG RES INC | 0.02% | $256,480 |