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.

History Trades

CompanyValueActionChangePriceLast Price
St. Joe CompanyJOE$184.4MAddQ4 2025 13F$184M--$61.51
The Progressive CorporationPGR$5.8MOtherQ4 2025 13F$6M$225.83$226.58
Bank OZKOZK$-4.6MTrimQ4 2025 13F$5M$46.78$53.09
Enterprise Products Partners LPEPD$4.3MAddQ4 2025 13F$4M$31.62$38.77
CF Industries Holdings IncCF$4.2MOtherQ4 2025 13F$4M$82.18$118.67
Bruce Berkowitz (Fairholme Capital) other Unmapped 13F securityPORTFOLIO$2M23k sharesOtherQ4 2025 13F$2M$97.75--
Berkley (W.R.) CorpWRB$-1.8MTrimQ4 2025 13F$2M$73.69$69.88
Bruce Berkowitz (Fairholme Capital) other Unmapped 13F securityPORTFOLIO$1M12k sharesOtherQ4 2025 13F$1M$104.40--
Occidental Petroleum CorpOXY$3M69.1k sharesTrimQ4 2025 13F$424k$41.73$53.77
Core Natural Resources, Inc.CNR$-417.4KExitQ4 2025 13F$417k$85.24$83.59
Berkshire Hathaway Inc.BRK-B$24M48k sharesTrimQ4 2025 13F$218k$497.53$493.12
Energy Transfer LPET$-111.6KTrimQ4 2025 13F$112k$16.65$20.37
Apple IncAAPL$41.4KAddQ4 2025 13F$41k$268.45$327.50
Diamondback Energy, Inc.FANG$28.9KAddQ4 2025 13F$29k$148.46$189.76
EOG Resources, Inc.EOG$-14.2KTrimQ4 2025 13F$14k$109.24$140.80
Berkshire Hathaway Inc.BRK-A$600AddQ4 2025 13F$600$746,423.54$733,180.00
St. Joe CompanyJOE$5.0MAddQ3 2025 13F$5M--$61.51
Bank OZKOZK$3.5MAddQ3 2025 13F$4M$51.08$53.09
Enterprise Products Partners LPEPD$1.4MAddQ3 2025 13F$1M$31.27$38.77
Berkley (W.R.) CorpWRB$823.6KAddQ3 2025 13F$824k$71.20$69.88
Berkshire Hathaway Inc.BRK-B$24M48.4k sharesAddQ3 2025 13F$744k$484.36$493.12
Occidental Petroleum CorpOXY$3M69.1k sharesAddQ3 2025 13F$362k$45.19$53.77
Energy Transfer LPET$-161.6KTrimQ3 2025 13F$162k$17.53$20.37
Apple IncAAPL$115.9KAddQ3 2025 13F$116k$225.91$327.50
Core Natural Resources, Inc.CNR$68.7KAddQ3 2025 13F$69k$74.92$83.59
Berkshire Hathaway Inc.BRK-A$25.4KAddQ3 2025 13F$25k$726,917.35$733,180.00
Diamondback Energy, Inc.FANG$22.8KAddQ3 2025 13F$23k$142.32$189.76
EOG Resources, Inc.EOG$-15.0KTrimQ3 2025 13F$15k$119.26$140.80
Enterprise Products Partners LPEPD$-17.1MTrimQ2 2025 13F$17M$31.20$38.77
Bank OZKOZK$15.7MAddQ2 2025 13F$16M$43.74$53.09
St. Joe CompanyJOE$15.0MAddQ2 2025 13F$15M--$61.51
Berkshire Hathaway Inc.BRK-B$24M48.6k sharesTrimQ2 2025 13F$2M$508.26$493.12
Berkley (W.R.) CorpWRB$603.9KAddQ2 2025 13F$604k$73.47$69.88
Occidental Petroleum CorpOXY$3M69.1k sharesAddQ2 2025 13F$223k$41.92$53.77
Diamondback Energy, Inc.FANG$-89.9KTrimQ2 2025 13F$90k$148.64$189.76
Energy Transfer LPET$-76.6KTrimQ2 2025 13F$77k$17.47$20.37
Berkshire Hathaway Inc.BRK-A$-69.6KTrimQ2 2025 13F$70k$762,376.24$733,180.00
Apple IncAAPL$-37.6KTrimQ2 2025 13F$38k$202.27$327.50
Core Natural Resources, Inc.CNR$-36.8KTrimQ2 2025 13F$37k$71.21$83.59
EOG Resources, Inc.EOG$-17.3KTrimQ2 2025 13F$17k$118.50$140.80
St. Joe CompanyJOE$22.4MAddQ1 2025 13F$22M--$61.51
Enterprise Products Partners LPEPD$15.2MAddQ1 2025 13F$15M$34.14$38.77
Energy Transfer LPET$-13.6MTrimQ1 2025 13F$14M$19.48$20.37
Berkshire Hathaway Inc.BRK-B$26M48.7k sharesAddQ1 2025 13F$4M$486.15$493.12
Berkley (W.R.) CorpWRB$3.3MAddQ1 2025 13F$3M--$69.88
Occidental Petroleum CorpOXY$3M54.3k sharesAddQ1 2025 13F$2M$48.82$53.77
Bank OZKOZK$-1.2MTrimQ1 2025 13F$1M$47.30$53.09
Diamondback Energy, Inc.FANG$639.5KOtherQ1 2025 13F$640k$161.26$189.76
Core Natural Resources, Inc.CNR$385.5KOtherQ1 2025 13F$386k$84.48$83.59
Berkshire Hathaway Inc.BRK-A$117.5KAddQ1 2025 13F$118k$729,330.71$733,180.00
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