TNTradingNote AI
Back to daily briefing

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

12 changes from Bruce Berkowitz (Fairholme Capital), filed 2025-05-15 for period end 2025-03-31.

$1.2B portfolio value
StockActionChangeCurrentPortfolio Impact
790148100
ST JOE CO
Increased$22.4M$948.7M1.84%
293792107
ENTERPRISE PRODS PARTNERS L
Increased$15.2M$186.1M1.25%
29273V100
ENERGY TRANSFER L P
Reduced-$13.6M$3.1M1.12%
84670702
BERKSHIRE HATHAWAY INC DEL
Increased$3.9M$25.9M0.32%
84423102
WR BERKLEY CORP
Increased$3.3M$18.6M0.27%
674599105
OCCIDENTAL PETE CORP
Increased$2.2M$2.7M0.18%
06417N103
BANK OZK
Reduced-$1.2M$27.4M0.10%
25278X109
DIAMONDBACK ENERGY INC
New$639,520$639,5200.05%
218937100
CORE NATURAL RESOURCES INC
New$385,500$385,5000.03%
84670108
BERKSHIRE HATHAWAY INC DEL
Increased$117,522$798,4420.01%
37833100
APPLE INC
Reduced-$68,220$532,7880.01%
26875P101
EOG RES INC
Increased$11,320$256,4800.00%

Evidence

Related Cards

MB

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in NVIDIA CORPORATION (67066G104) on 2025-05-15, covering period end 2025-03-31.

DT

David Tepper

David Tepper (Appaloosa) filed a 13F change in SPDR SER TR (78468R796) on 2025-05-15, covering period end 2025-03-31.

WB
Sold out37833100

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in APPLE INC (37833100) on 2025-05-15, covering period end 2025-03-31.

Bruce Berkowitz (Fairholme Capital) disclosed increased in EOG RES INC | TradingNote AI