Bruce Berkowitz
Fairholme Capital Management
Fairholme Capital Management Portfolio 13F
Bruce Berkowitz Holdings Activity
- Portfolio value:
- $1.49B~ (-$24M~)
- Previous value:
- $1.51B~
- # of changes:
- 8
- New positions:
- 3
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
Fairholme Capital Management has disclosed a total of 8 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 4, bought 3 totally new and decreased the number of shares of 1 position(s).
What stocks is Bruce Berkowitz buying now?
In the recent quarter Bruce Berkowitz has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (BRK-B) Berkshire Hathaway Inc (added shares +74.13%), (PGR) Progressive Corp (added shares +8.73%), (BRK-A) Berkshire Hathaway Inc (added shares +450.00%), (PFE) Pfizer Inc (new buy) and (KHC) Kraft Heinz Co (added shares +92.12%).
8 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Pfizer Inc
|
new
|
+231,000
|
231,000
|
+0.37%
|
$24.08
|
+16.28%($28.00)
|
0.37%
|
2026 Q2
|
~0.25 years
|
|
|
|
Campbells Co
|
new
|
+116,500
|
116,500
|
+0.17%
|
$22.27
|
+7.63%($23.97)
|
0.17%
|
2026 Q2
|
~0.25 years
|
|
|
|
United Parcel Service Inc
|
new
|
+23,800
|
23,800
|
+0.17%
|
$107.50
|
-5.09%($102.03)
|
0.17%
|
2026 Q2
|
~0.25 years
|
|
|
|
Berkshire Hathaway Inc
|
+450.00%
|
+9
|
11
|
+0.45%
|
$748,850.00
|
-0.48%($745,290.78)
|
0.55%
|
2020 Q2
|
~6.25 years
|
|
|
|
Kraft Heinz Co
|
+92.12%
|
+97,000
|
202,300
|
+0.15%
|
$23.62
|
+8.32%($25.58)
|
0.32%
|
2026 Q1
|
~0.50 years
|
|
|
|
Berkshire Hathaway Inc
|
+74.13%
|
+37,400
|
87,852
|
+1.26%
|
$500.39
|
-0.67%($497.05)
|
2.95%
|
2019 Q1
|
~7.50 years
|
|
|
|
Progressive Corp
|
+8.73%
|
+5,800
|
72,200
|
+0.09%
|
$218.45
|
+0.21%($218.90)
|
1.06%
|
2025 Q4
|
~0.75 years
|
|
|
|
St Joe Company
|
-5.35%
|
-1,027,800
|
18,182,367
|
-4.25%
|
$62.63
|
+9.13%($68.35)
|
76.43%
|
2013 Q2*
|
> 13 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".