Asset Manager · CIK 0001056831

Bruce Berkowitz

Fairholme
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Bruce Berkowitz runs Fairholme, an asset manager overseeing $1.43B in disclosed equity holdings (SEC CIK 0001056831). The latest portfolio (2025Q4) discloses 15 positions across 6 sectors, with the largest positions in JOE, EPD and OZK. On a mark-to-market basis the tracked portfolio has returned 27.0% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Portfolio
$1.43B
Positions
15
Quarter
2025Q4
Filings tracked
40
1Y+27.0%3Y+55.3%5Y+37.0%Full performance →

Holdings

Sorted by value · 2023Q4
7 positions
1
JOEST JOE CO
Real Estate·Real Estate - Diversified
87.58%
of portfolio
Number of shares
22,679,148 sh
Holdings current value
$1.36B
Avg closing price
$17.34
+284.9%
Last action
Trimmed 0.7%
2025Q4
Current $66.74
2
EPDENTERPRISE PRODS PARTNERS LMLP
Energy·Oil & Gas Midstream
8.81%
of portfolio
Number of shares
5,208,400 sh
Holdings current value
$137.24M
Avg closing price
$23.02
Last action
Added 0.0%
2025Q1
Current
3
BRK.BBERKSHIRE HATHAWAY INC DEL
2.81%
of portfolio
Number of shares
122,958 sh
Holdings current value
$43.85M
Avg closing price
$260.04
Last action
Trimmed 0.3%
2025Q4
Current
4
WRBBERKLEY W R CORP
Financial Services·Insurance - Property & Casualty
0.57%
of portfolio
Number of shares
126,600 sh
Holdings current value
$8.95M
Avg closing price
$58.08
Last action
Trimmed 1.0%
2025Q4
Current
5
OZKBANK OZK
Financial Services·Banks - Regional
0.16%
of portfolio
Number of shares
51,200 sh
Holdings current value
$2.55M
Avg closing price
$44.18
+8.2%
Last action
Trimmed 3.8%
2025Q4
Current $47.79
6
BRK.ABERKSHIRE HATHAWAY INC DEL
0.03%
of portfolio
Number of shares
1 sh
Holdings current value
$542.6K
Avg closing price
$267000
Last action
New holding
2020Q2
Current
7
AAPLAPPLE INC
Technology·Consumer Electronics
0.03%
of portfolio
Number of shares
2,400 sh
Holdings current value
$462.1K
Avg closing price
$130.54
+107.0%
Last action
Trimmed 43.7%
2023Q3
Current $270.23

Portfolio heatmap

Box size = % of portfolio · color = return since filing

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
(2.8% unclassified, excluded from %)