Fairholme Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| JOESt. Joe Company | 78.38% | 20,617,467 | $926M | trimmed−3% | −6.14 pp | 47 q |
| EPDEnterprise Products Partners L.P. | 14.46% | 5,448,900 | $171M | added0% | +3.59 pp | 15 q |
| OZKBank OZK | 2.42% | 643,402 | $29M | trimmed−1% | +0.50 pp | 6 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 1.87% | 48,717 | $22M | trimmed−3% | +0.29 pp | 24 q |
| ETEnergy Transfer LP | 1.41% | 852,900 | $17M | new | +1.41 pp | new |
| WRBW.R. Berkley Corporation | 1.29% | 261,450 | $15M | held | — | 7 q |
| BRK.ABerkshire Hathaway Inc. | 0.06% | 1 | $680,920 | held | — | 19 q |
| AAPLApple Inc. | 0.05% | 2,400 | $601,008 | held | — | 18 q |
| OXYOccidental Petroleum Corporation | 0.04% | 9,000 | $444,690 | new | +0.04 pp | new |
| EOGEOG Resources, Inc. | 0.02% | 2,000 | $245,160 | new | +0.02 pp | new |
