13F Whale · profile

Bruce Berkowitz.

Fairholme Capital

Positions

as of Mar 31, 2026

New / Adds

vs prior quarter

Trims / Exits

vs prior quarter

Book value

$1.51B

reported on 13F-HR

Highly concentrated deep-value. 13F-HR holdings.

Current positions

Top holdings · by 13F position size

Symbol	Last action	Date	Last price	Chg %	Veridion Score
BRK.BBERKSHIRE HATHAWAY Class B	HOLD	Mar 31, 2026	$483.66	-0.56%	49
KHCThe Kraft Heinz Company Common Stock	HOLD	Mar 31, 2026	$23.96	+0.69%	63
BRK.ABerkshire Hathaway Inc.	HOLD	Mar 31, 2026	$725,783.31	-0.39%	49
AAPLApple Inc.	HOLD	Mar 31, 2026	$309.36	+0.17%	56

Quarter-over-quarter

Ticker	Issuer	Action	Change	% of book
—	ST JOE CO	ADD	+$53.3M	3.52%
—	ENTERPRISE PRODS PARTNERS L	ADD	+$31.7M	2.09%
—	PROGRESSIVE CORP	ADD	+$7.3M	0.48%
—	CF INDS HLDGS INC	EXIT	−$4.2M	0.28%
OXY	OCCIDENTAL PETE CORP	EXIT	−$2.8M	0.19%

Source: SEC EDGAR · View raw filing →

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