What Bruce Berkowitz Bought in Q2 2025
Fairholme Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$1.23B
Total Value
12
Holdings
0
New Buys
2
Reduced
In Q2 2025, Bruce Berkowitz reported 12 long equity positions worth $1.23B in their Fairholme Capital Management 13F filing and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | JOE | ST JOE CO | 20204167 | $963.7M | 78.54% | -0.0% |
| 2 | EPD | ENTERPRISE PRODS PARTNERS L | 5450400 | $169.0M | 13.77% | — |
| 3 | OZK | BANK OZK | 916752 | $43.1M | 3.52% | +45.1% |
| 4 | BRK.B | Berkshire Hathaway Inc. Class B | 48597 | $23.6M | 1.92% | -0.2% |
| 5 | WRB | WR BERKLEY CORP | 261450 | $19.2M | 1.57% | — |
| 6 | ET | ENERGY TRANSFER L P | 166600 | $3.0M | 0.25% | — |
| 7 | OXY | OCCIDENTAL PETE CORP | 69100 | $2.9M | 0.24% | +27.3% |
| 8 | BRK.A | Berkshire Hathaway Inc. Class A | 1 | $729K | 0.06% | — |
| 9 | FANG | DIAMONDBACK ENERGY INC | 4000 | $550K | 0.04% | — |
| 10 | AAPL | APPLE INC | 2400 | $495K | 0.04% | — |
| 11 | CNR | CORE NATURAL RESOURCES INC | 5000 | $349K | 0.03% | — |
| 12 | EOG | EOG RES INC | 2000 | $239K | 0.02% | — |