What Bruce Berkowitz Bought in Q4 2024
Fairholme Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$1.18B
Total Value
10
Holdings
3
New Buys
3
Reduced
In Q4 2024, Bruce Berkowitz reported 10 long equity positions worth $1.18B in their Fairholme Capital Management 13F filing, including 3 new positions (largest: ENERGY TRANSFER L P at $16.7M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | JOE | ST JOE CO | 20617467 | $926.3M | 78.38% | -2.5% |
| 2 | EPD | ENTERPRISE PRODS PARTNERS L | 5448900 | $170.9M | 14.46% | +0.0% |
| 3 | OZK | BANK OZK | 643402 | $28.7M | 2.42% | -1.5% |
| 4 | BRK.B | Berkshire Hathaway Inc. Class B | 48717 | $22.1M | 1.87% | -2.7% |
| 5 | ET | ENERGY TRANSFER L P | 852900 | $16.7M | 1.41% | NEW |
| 6 | WRB | WR BERKLEY CORP | 261450 | $15.3M | 1.29% | — |
| 7 | BRK.A | Berkshire Hathaway Inc. Class A | 1 | $681K | 0.06% | — |
| 8 | AAPL | APPLE INC | 2400 | $601K | 0.05% | — |
| 9 | OXY | OCCIDENTAL PETE CORP | 9000 | $445K | 0.04% | NEW |
| 10 | EOG | EOG RES INC | 2000 | $245K | 0.02% | NEW |