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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

12 changes from Bruce Berkowitz (Fairholme Capital), filed 2025-08-14 for period end 2025-06-30.

$1.2B portfolio value
StockActionChangeCurrentPortfolio Impact
293792107
ENTERPRISE PRODS PARTNERS L
Reduced-$17.1M$169.0M1.39%
06417N103
BANK OZK
Increased$15.7M$43.1M1.28%
790148100
ST JOE CO
Increased$15.0M$963.7M1.22%
84670702
BERKSHIRE HATHAWAY INC DEL
Reduced-$2.3M$23.6M0.19%
84423102
WR BERKLEY CORP
Increased$603,949$19.2M0.05%
674599105
OCCIDENTAL PETE CORP
Increased$222,643$2.9M0.02%
25278X109
DIAMONDBACK ENERGY INC
Reduced-$89,920$549,6000.01%
29273V100
ENERGY TRANSFER L P
Reduced-$76,636$3.0M0.01%
84670108
BERKSHIRE HATHAWAY INC DEL
Reduced-$69,642$728,8000.01%
37833100
APPLE INC
Reduced-$37,584$495,2040.00%
218937100
CORE NATURAL RESOURCES INC
Reduced-$36,800$348,7000.00%
26875P101
EOG RES INC
Reduced-$17,260$239,2200.00%

Evidence

Related Cards

WB
Sold out37833100

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 37833100 (37833100) on 2025-08-14, covering period end 2025-03-31.

WB
Sold out25816109

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 25816109 (25816109) on 2025-08-14, covering period end 2025-03-31.

WB
Sold out60505104

Warren Buffett

Warren Buffett (Berkshire Hathaway) filed a 13F change in 60505104 (60505104) on 2025-08-14, covering period end 2025-03-31.

Bruce Berkowitz (Fairholme Capital) disclosed reduced in CORE NATURAL RESOURCES INC | TradingNote AI