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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

10 changes from Bruce Berkowitz (Fairholme Capital), filed 2025-02-14 for period end 2024-12-31.

$1.2B portfolio value
StockActionChangeCurrentPortfolio Impact
790148100
ST JOE CO
Reduced-$306.7M$926.3M24.87%
29273V100
ENERGY TRANSFER L P
New$16.7M$16.7M1.41%
293792107
ENTERPRISE PRODS PARTNERS L
Increased$12.3M$170.9M1.04%
84670702
BERKSHIRE HATHAWAY INC DEL
Reduced-$963,697$22.1M0.08%
06417N103
BANK OZK
Increased$573,836$28.7M0.05%
84423102
WR BERKLEY CORP
Increased$467,995$15.3M0.04%
674599105
OCCIDENTAL PETE CORP
New$444,690$444,6900.04%
26875P101
EOG RES INC
New$245,160$245,1600.02%
37833100
APPLE INC
Increased$41,808$601,0080.00%
84670108
BERKSHIRE HATHAWAY INC DEL
Reduced-$10,260$680,9200.00%

Evidence

Related Cards

MB
Reduced47215P106

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in JD.COM INC (47215P106) on 2025-02-14, covering period end 2024-12-31.

MB
Reduced01609W102

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in ALIBABA GROUP HLDG LTD (01609W102) on 2025-02-14, covering period end 2024-12-31.

BB
Reduced790148100

Bruce Berkowitz

Bruce Berkowitz (Fairholme Capital) filed a 13F change in ST JOE CO (790148100) on 2025-02-14, covering period end 2024-12-31.

Bruce Berkowitz (Fairholme Capital) disclosed increased in BANK OZK | TradingNote AI