Bruce Berkowitz (Fairholme Capital) add St. Joe Company
Bruce Berkowitz (Fairholme Capital) add $1.2B of disclosed value in St. Joe Company.
Signal
Investor Move
Action
Add
Capital
$1.2B disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
17
New
2
Reduced/Sold
9
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| JOE | The St. Joe Company | Increased | $1.2B | 0.04% |
| EPD | Enterprise Products Partners L.P. | Increased | $206.4M | 0.02% |
| PGR | The Progressive Corporation | Increased | $13.2M | 0% |
| CF | CF | Sold out | $0 | 0% |
| OXY | OXY | Sold out | $0 | 0% |
| ET | ET | Sold out | $0 | 0% |
| KHC | The Kraft Heinz Company | New | $2.4M | 0% |
| 8.7612E+110 | 8.7612E+110 | Sold out | $0 | 0% |
| NRP | NRP | Sold out | $0 | 0% |
| WRB | W. R. Berkley Corporation | Reduced | $17M | 0% |
| BRK-A | Berkshire Hathaway Inc. | Increased | $1.4M | 0% |
| FANG | FANG | Sold out | $0 | 0% |
| HOMB | Home Bancshares, Inc. | New | $325.9K | 0% |
| OZK | BANK OZK | Increased | $42.3M | 0% |
| EOG | EOG | Sold out | $0 | 0% |
| AAPL.MX | Apple Inc. | Reduced | $609.1K | 0% |
| BRK-B | Berkshire Hathaway Inc. | Increased | $24.2M | 0% |