BB

Bruce Berkowitz

Value / Concentrated
Fairholme Capital Management

Founder of Fairholme Capital Management. Deep-value investor famous for large, patient, contrarian positions — most notably a multi-year stake in St. Joe Company and mortgage-finance names.

Q2 2026 13F FilingFiled August 14, 2026View on SEC EDGAR
Total positions
7
Portfolio value
$1.21B
Top-10 concentration
81.5%
First quarter loaded — quarter-over-quarter changes will appear once Q2 2026 data is filed (~August 2026).
Sector allocation6 sectors
Real Estate93.8%
Other4.0%
Financial Services1.3%
Healthcare0.5%
Consumer Defensive0.4%
Technology0.1%

Q2 2026 Portfolio7 positions

#, Company, % of Portfolio, Value
#Company% of PortfolioValueSharesvs Last Qtr
1
JOEST JOE CO
76.4%
$1.14B18.18M—
2
OZKAPBANK OZK
3.2%
$48.0M921K—
3
PGRPROGRESSIVE CORP4
1.1%
$15.8M72K—
4
PFEPFIZER INC9
0.37%
$5.6M231K—
5
KHCKRAFT HEINZ CO4
0.32%
$4.8M202K—
6
AAPLAPPLE INC13
0.05%
$694K2K—
7
HOMBHOME BANCSHARES INC
0.02%
$345K12K—
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Data sourced from SEC 13F-HR filings via EDGAR. Holdings are reported quarterly and may not reflect current positions. CUSIP-to-ticker mapping is approximate. Not financial advice.