Bruce Berkowitz

Fairholme Capital

Bruce Robert Berkowitz is an American equity fund manager and the founder of Fairholme Capital Management, established in 1997. He previously held senior roles at Lehman Brothers and Smith Barney. Recognized for his investment acumen, Berkowitz was awarded Morningstar's Domestic-Stock Fund Manager of the Year in 2009 and named Domestic-Stock Fund Manager of the Decade. His investment philosophy emphasizes deep value and long-term growth, often focusing on fundamentally strong companies that are undervalued by the market. Fairholme Capital Management employs a concentrated investment approach, primarily in sectors such as energy and financial services. The firm has disclosed a trading record that includes significant positions in companies like St. Joe Company and Enterprise Products Partners LP. From August 14, 2024, to May 15, 2026, Berkowitz's disclosures reveal a total of 93 filings, with notable actions including 45 position increases and 8 exits. The largest disclosed move involved trimming a position in St. Joe Company, valued at approximately $306.7 million on February 14, 2025.

Latest Trades

CompanyValueActionChangePriceLast Price
St. Joe CompanyJOE$1B19.2M sharesAddQ1 2026 13F$53M$62.80$61.51
Enterprise Products Partners LPEPD$206M5.5M sharesAddQ1 2026 13F$32M$37.03$38.77
The Progressive CorporationPGR$13M66.4k sharesAddQ1 2026 13F$7M$206.39$226.58
CF Industries Holdings IncCF$-4.2MExitQ1 2026 13F$4M$82.60$118.67
Occidental Petroleum CorpOXY$-2.8MExitQ1 2026 13F$3M$50.29$53.77
Energy Transfer LPET$-2.7MExitQ1 2026 13F$3M$18.31$20.37
The Kraft Heinz CoKHC$2M105.3k sharesOtherQ1 2026 13F$2M$23.52$25.45
Bruce Berkowitz (Fairholme Capital) exit Unmapped 13F securityPORTFOLIO$-2.2MExitQ1 2026 13F$2M----
Bruce Berkowitz (Fairholme Capital) exit Unmapped 13F securityPORTFOLIO$-1.3MExitQ1 2026 13F$1M----
Berkley (W.R.) CorpWRB$17M256.4k sharesTrimQ1 2026 13F$1M$68.86$69.88
Berkshire Hathaway Inc.BRK-A$1M2 sharesAddQ1 2026 13F$681k$736,358.82$733,180.00
Diamondback Energy, Inc.FANG$-601.3KExitQ1 2026 13F$601k$180.62$189.76
Home BancShares, Inc. Common StockHOMB$326k12.1k sharesOtherQ1 2026 13F$326k$26.93$30.69
Bank OZKOZK$42M921.3k sharesAddQ1 2026 13F$230k$47.11$53.09
EOG Resources, Inc.EOG$-210.0KExitQ1 2026 13F$210k$129.70$140.80
Apple IncAAPL$609k2.4k sharesTrimQ1 2026 13F$43k$260.25$327.50
Berkshire Hathaway Inc.BRK-B$24M50.5k sharesAddQ1 2026 13F$43k$490.90$493.12