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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 2025-11-14 for period end 2025-09-30.

$1.2B portfolio value
StockActionChangeCurrentPortfolio Impact
790148100
ST JOE CO
Increased$5.0M$968.7M0.40%
06417N103
BANK OZK
Increased$3.5M$46.7M0.29%
293792107
ENTERPRISE PRODS PARTNERS L
Increased$1.4M$170.4M0.11%
84423102
WR BERKLEY CORP
Increased$823,568$20.0M0.07%
84670702
BERKSHIRE HATHAWAY INC DEL
Increased$744,252$24.4M0.06%
674599105
OCCIDENTAL PETE CORP
Increased$362,084$3.3M0.03%
29273V100
ENERGY TRANSFER L P
Reduced-$161,602$2.9M0.01%
37833100
APPLE INC
Increased$115,908$611,1120.01%
218937100
CORE NATURAL RESOURCES INC
Increased$68,700$417,4000.01%
84670108
BERKSHIRE HATHAWAY INC DEL
Increased$25,400$754,2000.00%
25278X109
DIAMONDBACK ENERGY INC
Increased$22,800$572,4000.00%
26875P101
EOG RES INC
Reduced-$14,980$224,2400.00%

Evidence

Related Cards

LA

Leopold Aschenbrenner

Leopold Aschenbrenner (Situational Awareness) filed a 13F change in COREWEAVE INC (21873S108) on 2025-11-14, covering period end 2025-09-30.

PT
Sold out464287655

Paul Tudor Jones II

Paul Tudor Jones II (Tudor Investment) filed a 13F change in Ishares Russell 2000 Etf - US ETP (464287655) on 2025-11-14, covering period end 2025-09-30.

BG
Reduced594918104

Bill Gates

Bill Gates (Gates Foundation Trust) filed a 13F change in MICROSOFT CORP (594918104) on 2025-11-14, covering period end 2025-09-30.

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