Bruce Berkowitz

Fairholme Capital

Bruce Berkowitz (Fairholme Capital) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Bruce Berkowitz (Fairholme Capital) portfolio page tracks Fairholme Capital holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Fairholme Capital owns and how disclosed positions change over time. Bruce Berkowitz (Fairholme Capital)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include St. Joe Company (JOE), Enterprise Products Partners LP (EPD), The Progressive Corp (PGR), CF Industries Holdings Inc (CF), and Occidental Petroleum Corp (OXY). Investors use Fairholme Capital 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Apple IncAAPL · Q1 2026$253.79$283.78+$72k+11.8%$681k
The Progressive CorpPGR · Q1 2026$198.24$215.69+$1.2M+8.80%$14M
The Kraft Heinz CoKHC · Q1 2026$22.49$23.70+$127k+5.38%$2.5M
Bank OZKOZK · Q1 2026$45.89$48.15+$2.1M+4.92%$44M
Berkshire Hathaway Inc.BRK-B · Q1 2026$479.20$498.66+$982k+4.06%$25M
Berkshire Hathaway Inc.BRK-A · Q1 2026$718,140.00$746,597.94+$57k+3.96%$1.5M
St. Joe CompanyJOE · Q1 2026$62.80$63.87+$21M+1.70%$1.2B
Bruce Berkowitz Biggest Wins | TradingNote