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SEC FORM 13F

Bruce Berkowitz

Fairholme Capital Management

As filed
2026-06-30
Shown
10 / 13
13F value
$1.5B

This quarter's moves (2026-06-30)

New positions3

Pfizer, Campbell Soup, United Parcel Service Class B

Added2

Progressive, Berkshire Hathaway Class A

Trimmed1

St Joe

Holdings

By weight

  1. 1
    St Joe91.8%
    JOE-US · $1.1BTrimmed-1,027,800 sh
  2. 2
    Bank Ozk3.9%
    OZK-US · $48MHeld
  3. 3
    WR Berkley1.5%
    WRB-US · $18.1MHeld
  4. 4
    Progressive1.3%
    PGR-US · $15.8MAdded+5,800 sh
  5. 5
    Berkshire Hathaway Class A0.7%
    BRK.A-US · $8.2MAdded+9 sh
  6. 6
    Pfizer0.4%
    PFE-US · $5.6MNew
  7. 7
    Campbell Soup0.2%
    CPB-US · $2.6MNew
  8. 8
    United Parcel Service Class B0.2%
    UPS-US · $2.6MNew
  9. 9
    Apple0.1%
    AAPL-US · $694.5KHeld
  10. 10
    Home BancShares0%
    HOMB-US · $345.5KHeld

What it takes to mirror this

Top 10 · 99.1% of the reported portfolio · from $112,598,803

  1. JOESt Joe92.7%
  2. OZKBank Ozk3.9%
  3. WRBWR Berkley1.5%
  4. PGRProgressive1.3%
  5. BRK.ABerkshire Hathaway Class A0.7%

13F reports holdings as of quarter-end, filed up to 45 days later; trades made since are not included. U.S.-listed stocks only. Not investment advice.

Factual information from reported filings; not investment advice.

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