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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Bruce Berkowitz (Fairholme)
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Asset Manager · CIK 0001056831

Bruce Berkowitz

Fairholme
Share
  • Real Estate Specialist
  • Highly Concentrated
  • Mid-Size Fund

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.

Track Bruce's filingsView holdings↓
Portfolio
$1.43B
Positions
15
Quarter
2025Q4
Filings tracked
40
1Y+27.0%Since filing+149.1%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

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
+294.0%
Last action
Trimmed 0.7%
2025Q4
Current $68.32
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
$24.28
+51.0%
Last action
Added 0.0%
2025Q1
Current $36.67
3
BRK.BBERKSHIRE HATHAWAY INC DEL
2.81%
of portfolio
Number of shares
122,958 sh
Holdings current value
$43.85M
Avg closing price
$308.61
+53.8%
Last action
Trimmed 0.3%
2025Q4
Current $474.58
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
+15.1%
Last action
Trimmed 1.0%
2025Q4
Current $66.83
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
+10.3%
Last action
Trimmed 3.8%
2025Q4
Current $48.73
6
BRK.ABERKSHIRE HATHAWAY INC DEL
0.03%
of portfolio
Number of shares
1 sh
Holdings current value
$542.6K
Avg closing price
$267000
+166.5%
Last action
New holding
2020Q2
Current $711559
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
JOE
87.58% · +13.5%
EPD
8.81% · +39.2%
BRK.B
2.81% · +33.1%
WRB
0.57% · -5.5%
OZK
0.16% · -2.2%
BRK.A
0.03% · +31.1%
AAPL
0.03% · +40.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Real Estate1 pos$1.36B90.1%
  • Energy1 pos$137.2M9.1%
  • Financial Services2 pos$11.5M0.8%
  • Technology1 pos$462K0.0%
(2.8% unclassified, excluded from %)