What Bruce Berkowitz Bought in Q1 2026
Fairholme Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$1.51B
Total Value
10
Holdings
2
New Buys
2
Reduced
In Q1 2026, Bruce Berkowitz reported 10 long equity positions worth $1.51B in their Fairholme Capital Management 13F filing, including 2 new positions (largest: KRAFT HEINZ CO at $2.4M) and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | JOE | ST JOE CO | 19210167 | $1.21B | 79.67% | -1.1% |
| 2 | EPD | ENTERPRISE PRODS PARTNERS L | 5455800 | $206.4M | 13.63% | +0.1% |
| 3 | OZK | BANK OZK | 921252 | $42.3M | 2.79% | +0.8% |
| 4 | BRK.B | Berkshire Hathaway Inc. Class B | 50452 | $24.2M | 1.60% | +5.1% |
| 5 | WRB | WR BERKLEY CORP | 256350 | $17.0M | 1.12% | -1.5% |
| 6 | PGR | PROGRESSIVE CORP | 66400 | $13.2M | 0.87% | +159.4% |
| 7 | KHC | KRAFT HEINZ CO | 105300 | $2.4M | 0.16% | NEW |
| 8 | BRK.A | Berkshire Hathaway Inc. Class A | 2 | $1.4M | 0.09% | +100.0% |
| 9 | AAPL | APPLE INC | 2400 | $609K | 0.04% | — |
| 10 | HOMB | HOME BANCSHARES INC | 12100 | $326K | 0.02% | NEW |