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
Apple IncAAPL$-68.2KTrimQ1 2025 13F$68k$231.67$325.89
EOG Resources, Inc.EOG$11.3KAddQ1 2025 13F$11k$128.69$140.80
St. Joe CompanyJOE$-306.7MTrimQ4 2024 13F$307M--$62.27
Energy Transfer LPET$16.7MOtherQ4 2024 13F$17M$17.71$20.37
Enterprise Products Partners LPEPD$12.3MAddQ4 2024 13F$12M$30.72$38.77
Berkshire Hathaway Inc.BRK-B$22M48.7k sharesTrimQ4 2024 13F$964k$461.73$493.12
Bank OZKOZK$573.8KAddQ4 2024 13F$574k$45.73$53.09
Berkley (W.R.) CorpWRB$468.0KAddQ4 2024 13F$468k--$69.88
Occidental Petroleum CorpOXY$445k9k sharesOtherQ4 2024 13F$445k$50.51$57.50
EOG Resources, Inc.EOG$245.2KOtherQ4 2024 13F$245k$122.58$140.80
Apple IncAAPL$41.8KAddQ4 2024 13F$42k$235.68$325.89
Berkshire Hathaway Inc.BRK-A$-10.3KTrimQ4 2024 13F$10k$692,526.96$732,750.00
St. Joe CompanyJOE$55.9MAddQ3 2024 13F$56M--$62.27
Bank OZKOZK$5.6MAddQ3 2024 13F$6M$42.58$53.09
Berkley (W.R.) CorpWRB$5.0MAddQ3 2024 13F$5M--$69.88
Berkshire Hathaway Inc.BRK-B$23M50.1k sharesAddQ3 2024 13F$3M$442.18$493.12
Enterprise Products Partners LPEPD$942.8KAddQ3 2024 13F$943k$29.11$38.77
Berkshire Hathaway Inc.BRK-A$78.9KAddQ3 2024 13F$79k$663,891.53$732,750.00
Apple IncAAPL$53.7KAddQ3 2024 13F$54k$223.32$325.89
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