Question 1

What stocks did Bruce Berkowitz sell this quarter?

Accepted Answer

In the Q2 '26 13F filing, Bruce Berkowitz fully exited 0 positions and reduced 2 existing holdings. Combined sell footprint: approximately $67.6M based on prior-quarter values.

Question 2

What was Bruce Berkowitz's biggest sell?

Accepted Answer

Bruce Berkowitz's largest reduction in the Q2 '26 filing was ST JOE CO (JOE).

Question 3

How are these "sells" calculated?

Accepted Answer

Sells are derived from quarter-over-quarter changes in 13F filings. SOLD positions appeared in the prior filing but not the current one; REDUCED positions are existing holdings where share count fell. Note: 13F filings only cover long U.S. equity positions, so apparent "sells" could be short-side hedges or moves to other instruments.

Ticker	Company	Shares Now	Value Now	% Portfolio	Change
JOE	ST JOE CO	18182367	$1.14B	76.43%	-5.4%
BRK.A	Berkshire Hathaway Inc. Class A	11	$8.2M	0.55%	450.0%

Bruce Berkowitz — Recent Sells

Reduced positions (2)