What Bruce Berkowitz Bought in Q2 2026
Fairholme Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$1.49B
Total Value
13
Holdings
3
New Buys
2
Reduced
In Q2 2026, Bruce Berkowitz reported 13 long equity positions worth $1.49B in their Fairholme Capital Management 13F filing, including 3 new positions (largest: PFIZER INC at $5.6M) and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | JOE | ST JOE CO | 18182367 | $1.14B | 76.43% | -5.4% |
| 2 | EPD | ENTERPRISE PRODS PARTNERS L | 5455800 | $200.6M | 13.46% | — |
| 3 | OZK | BANK OZK | 921252 | $48.0M | 3.22% | — |
| 4 | BRK.B | Berkshire Hathaway Inc. Class B | 87852 | $44.0M | 2.95% | +74.1% |
| 5 | WRB | WR Berkley Corp | 256350 | $18.1M | 1.21% | — |
| 6 | PGR | PROGRESSIVE CORP | 72200 | $15.8M | 1.06% | +8.7% |
| 7 | BRK.A | Berkshire Hathaway Inc. Class A | 11 | $8.2M | 0.55% | 450.0% |
| 8 | PFE | PFIZER INC | 231000 | $5.6M | 0.37% | NEW |
| 9 | KHC | KRAFT HEINZ CO | 202300 | $4.8M | 0.32% | +92.1% |
| 10 | CPB | THE CAMPBELLS COMPANY | 116500 | $2.6M | 0.17% | NEW |
| 11 | UPS | UNITED PARCEL SVCS INC | 23800 | $2.6M | 0.17% | NEW |
| 12 | AAPL | APPLE INC | 2400 | $694K | 0.05% | — |
| 13 | HOMB | HOME BANCSHARES INC | 12100 | $345K | 0.02% | — |