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Bruce Berkowitz's Fairholme Capital Management increased its BRK-B position by 74%, from 1.6% to 2.95% of the portfolio.

Now holds 87,852 shares worth $43.96M.
Published · Based on SEC filings

Low impact
Major add
2026 Q2

Bruce Berkowitz's Fairholme Capital Management bought 37.4K shares more of Berkshire Hathaway Inc (BRK-B) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, a 74% increase in the share count. Bruce Berkowitz now holds 87.9K shares worth about $44M, 2.95% of the portfolio against 1.6% a quarter earlier.

What did the 2026 Q2 filing report for BRK-B?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Before After
Shares 50.5K 87.9K
Shares added +37.4K (74%)
Reported value $24.2M $44M
Portfolio weight 1.6% 2.95%
Rank in portfolio 4th of 13

How much did Bruce Berkowitz add to BRK-B?

Bruce Berkowitz added 37.4K shares of BRK-B during 2026 Q2, taking the stake from 50.5K to 87.9K. The reported value of the position rose by about $19.8M, from about $24.2M to about $44M.

Where does BRK-B sit in the Bruce Berkowitz portfolio?

BRK-B ranks 4th of 13 stock positions in the Bruce Berkowitz portfolio at 2.95%, below the fund's average stock position of 8%. The BRK-B addition was the 2nd largest of the quarter's 8 position changes by percent change to portfolio. The largest stock position is JOE at 76.43%. Next come EPD at 13.46% and OZK at 3.22%. The three largest stocks together are 93.11% of the book. Across the 2026 Q2 portfolio, Bruce Berkowitz reported 13 stock positions, with 3 opened and none closed. The total portfolio value is about $1.5B, down 2% from the prior quarter.

Bruce Berkowitz buys and sells, 2026 Q2

How long has Bruce Berkowitz held BRK-B?

Bruce Berkowitz has held BRK-B since at least the quarter ended June 30, 2013, the start of the filings we track. The fund sold out of the name in 2018 Q4 and came back in 2019 Q1. The weight peaked at 10.33% in 2020 Q3. The fund added to it last quarter as well, by 5%. Every reported trade is on the Bruce Berkowitz BRK-B trade history page.

Bruce Berkowitz shares of BRK-B by quarter

Did other funds buy or sell BRK-B in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 18 hold BRK-B. Of those, 7 added to the position this quarter and 7 trimmed it. The largest buyers of BRK-B this quarter were Duan Yongping, Donald Yacktman and Li Lu. The largest sellers were Bill Gates, Thomas Russo and Francois Rochon. Every tracked holder of BRK-B is on the BRK-B ownership page.

FAQ

How many BRK-B shares did Bruce Berkowitz buy in 2026 Q2?

Bruce Berkowitz added 37.4K shares of BRK-B, a 74% increase, to 87.9K shares.

What is the BRK-B position of Bruce Berkowitz worth now?

The BRK-B position of Bruce Berkowitz is worth about $44M at June 30, 2026 prices, 2.95% of the portfolio.

Is BRK-B a top holding of Bruce Berkowitz?

BRK-B ranks 4th of 13 stock positions in the Bruce Berkowitz portfolio, at 2.95%.

Did other funds add to BRK-B in 2026 Q2?

Among the 18 other tracked funds that hold BRK-B, 7 added to it in 2026 Q2 and 7 trimmed it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Amelia Ingram
Amelia Ingram
Valuesider analyst

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