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SEC 13F · Available

Bruce Berkowitz 13F Holdings

Fairholme Capital Management. Contrarian value investor. Fairholme Fund manager.

As of the latest Q1 2026 filing, Bruce Berkowitz (managing Fairholme Capital Management) reported a public portfolio value of $1.5B with 10 positions. The top recent buy was EPDU. The top recent sell was JOE.

Open interactive portfolio
$1.5BPortfolio value
10Holdings
Q1 2026Latest quarter
2026-05-15Filing date

Bruce Berkowitz 13F portfolio overview

Bruce Berkowitz's Q1 2026 13F holdings show Fairholme Capital Management reporting 10 positions with a disclosed portfolio value of $1.5B. For readers searching Bruce Berkowitz 13F holdings, Bruce Berkowitz portfolio, or Fairholme Capital Management holdings, the latest top holdings include ST JOE, ENTERPRISE PRODS PARTNERS L, BANK OZK, Berkshire Hathaway, and WR BERKLEY.

The three largest reported positions add up to roughly 96.1%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Real Estate at 79.7% of the disclosed portfolio. This makes the page useful for comparing the manager's actual disclosed exposure with market narratives around the same names.

The latest change data highlights reported buys such as ENTERPRISE PRODS PARTNERS L, BANK OZK, Berkshire Hathaway, PROGRESSIVE, and KRAFT HEINZ and reported reductions or exits such as ST JOE, WR BERKLEY, CF INDS HLDGS, Occidental Petroleum, and ENERGY TRANSFER L P. Those changes should be read as historical disclosure signals, not as real-time trade alerts.

The filing metadata lists report date 2026-03-31, filing date 2026-05-15, SEC accession 0000919574-26-003485. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.

Top reported holdings

HoldingReported valueWeightQuarter change
JOE whale holders
ST JOE CO
$1.21B79.7%Reduced
EPDU whale holders
ENTERPRISE PRODS PARTNERS L
$206.4M13.6%Increased
OZKAP whale holders
BANK OZK
$42.3M2.8%Increased
BRK.B whale holders
BERKSHIRE HATHAWAY INC DEL
$24.2M1.6%Increased
WRB-PH whale holders
WR BERKLEY CORP
$17.0M1.1%Reduced
PGR whale holders
PROGRESSIVE CORP
$13.2M0.9%Increased
KHC whale holders
KRAFT HEINZ CO
$2.4M0.2%New
BRK-A whale holders
BERKSHIRE HATHAWAY INC DEL
$1.4M0.1%Increased
AAPL whale holders
APPLE INC
$609.1K0.0%Held
HOMB whale holders
HOME BANCSHARES INC
$325.9K0.0%New

Top buys

Top sells

Allocation

  • Real Estate: 79.7%
  • Other: 14.8%
  • Financials: 5.4%
  • Consumer Staples: 0.2%

Data notes

Report date: 2026-03-31

Disclosure source: SEC 13F

13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.

This page is generated from public filings and public disclosures. It is for research and education only and is not investment advice.

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Frequently asked questions

What is Bruce Berkowitz buying?

The latest tracked change data for Bruce Berkowitz highlights reported buys such as ENTERPRISE PRODS PARTNERS L, BANK OZK, Berkshire Hathaway, and PROGRESSIVE. Because 13F data is historical, use it as a research trail rather than a live trade alert.

Bruce Berkowitz 13F portfolio

The Q1 2026 SEC 13F profile for Bruce Berkowitz and Fairholme Capital Management shows 10 reported positions, $1.5B in disclosed portfolio value, and top holdings including ST JOE, ENTERPRISE PRODS PARTNERS L, BANK OZK, Berkshire Hathaway, and WR BERKLEY.

Fairholme Capital Management holdings

Fairholme Capital Management holdings are summarized from public disclosures with reported values, weights, top buys, top sells, and filing metadata where available.

How delayed is Bruce Berkowitz's 13F data?

SEC Form 13F requires institutional investment managers with $100M+ in US equities to disclose their holdings quarterly. Read our comprehensive 13F guide.