BB
Bruce Berkowitz (Fairholme Capital) disclosed new in NATURAL RESOURCE PARTNERS L
Bruce Berkowitz (Fairholme Capital) filed a 13F change in NATURAL RESOURCE PARTNERS L (63900P608) on 2026-02-17, covering period end 2025-12-31.
Action
New
Capital
$1,252,800 current disclosed value
Institutional 13F Signals1 evidence source
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
16 changes from Bruce Berkowitz (Fairholme Capital), filed 2026-02-17 for period end 2025-12-31.
$1.4B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
790148100 ST JOE CO | Increased | $184.4M | $1.2B | 12.86% |
743315103 PROGRESSIVE CORP | New | $5.8M | $5.8M | 0.41% |
06417N103 BANK OZK | Reduced | -$4.6M | $42.0M | 0.32% |
293792107 ENTERPRISE PRODS PARTNERS L | Increased | $4.3M | $174.7M | 0.30% |
125269100 CF INDS HLDGS INC | New | $4.2M | $4.2M | 0.30% |
8.7612E+110 TARGET CORP | New | $2.2M | $2.2M | 0.16% |
84423102 WR BERKLEY CORP | Reduced | -$1.8M | $18.2M | 0.12% |
63900P608 NATURAL RESOURCE PARTNERS L | New | $1.3M | $1.3M | 0.09% |
674599105 OCCIDENTAL PETE CORP | Reduced | -$423,583 | $2.8M | 0.03% |
218937100 CORE NATURAL RESOURCES INC | Sold out | -$417,400 | $0 | 0.03% |
84670702 BERKSHIRE HATHAWAY INC DEL | Reduced | -$217,985 | $24.1M | 0.02% |
29273V100 ENERGY TRANSFER L P | Reduced | -$111,622 | $2.7M | 0.01% |
37833100 APPLE INC | Increased | $41,352 | $652,464 | 0.00% |
25278X109 DIAMONDBACK ENERGY INC | Increased | $28,920 | $601,320 | 0.00% |
26875P101 EOG RES INC | Reduced | -$14,220 | $210,020 | 0.00% |
84670108 BERKSHIRE HATHAWAY INC DEL | Increased | $600 | $754,800 | 0.00% |