Fairholme Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| JOESt. Joe Company | 87.58% | 22,679,148 | $1.4B | trimmed−0% | −0.11 pp | 43 q |
| EPDEnterprise Products Partners L.P. | 8.81% | 5,208,400 | $137M | added+3% | −1.04 pp | 11 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 2.81% | 122,958 | $44M | added×2.4 | +1.53 pp | 20 q |
| WRBW.R. Berkley Corporation | 0.57% | 126,600 | $9M | trimmed−1% | −0.01 pp | 3 q |
| OZKBank OZK | 0.16% | 51,200 | $3M | trimmed−65% | −0.23 pp | 2 q |
| AAPLApple Inc. | 0.03% | 2,400 | $462,072 | held | — | 14 q |
| BRK.ABerkshire Hathaway Inc. | 0.03% | 1 | $542,625 | held | — | 15 q |
| HOMBHome BancShares, Inc. | — | −103,400 | — | exited | −0.15 pp | — |
