Investor holdings /

FAIRHOLME CAPITAL MANAGEMENT LLC holdings

FAIRHOLME CAPITAL MANAGEMENT LLC reported 13 positions on Jun 30, 2026, on its SEC Form 13F (filed Aug 14, 2026). A 13F is filed up to 45 days after the quarter ends, so this is not today's list. It covers only certain US-listed holdings: no cash, bonds, foreign-listed shares or short positions.

Largest holdings, charted

PRO Chart all 10 companies in the portfolio, sorted and filtered by the screener's figures.

ST JOE CO (JOE): revenue, net income, net cash and free cash flow over the last 10 fiscal years.

JOE ST JOE CO76.43% of the portfolio

BERKSHIRE HATHAWAY INC DEL (BRK-B): revenue, net income, net cash and free cash flow over the last 10 fiscal years.

BRK-B BERKSHIRE HATHAWAY INC DEL2.95% + 0.55% of the portfolio

WR Berkley Corp (WRB): revenue, net income, net cash and free cash flow over the last 10 fiscal years.

WRB WR Berkley Corp1.21% of the portfolio

PROGRESSIVE CORP (PGR): revenue, net income, net cash and free cash flow over the last 10 fiscal years.

PGR PROGRESSIVE CORP1.06% of the portfolio

PFIZER INC (PFE): revenue, net income, net cash and free cash flow over the last 10 fiscal years.

PFE PFIZER INC0.37% of the portfolio

All 13 positions

#	Holding	Weight
1	JOE ST JOE CO	76.43%
2	— ENTERPRISE PRODS PARTNERS L	13.46%
3	— BANK OZK	3.22%
4	BRK-B BERKSHIRE HATHAWAY INC DEL	2.95%
5	WRB WR Berkley Corp	1.21%
6	PGR PROGRESSIVE CORP	1.06%
7	BRK-B BERKSHIRE HATHAWAY INC DEL	0.55%
8	PFE PFIZER INC	0.37%
9	KHC KRAFT HEINZ CO	0.32%
10	CPB THE CAMPBELLS COMPANY	0.17%
11	UPS UNITED PARCEL SVCS INC	0.17%
12	AAPL APPLE INC	0.05%
13	HOMB HOME BANCSHARES INC	0.02%

Weight: the position's value as a share of everything on the 13F, as filed. A stock listed more than once in the filing is added together; options are listed apart and not linked. 11 of 13 positions link to the company's charts — by the security's ID where a fund's report already tied it to one company, else by a name that matches exactly one company (— = no link). How this list is read.

Other investors

Berkshire Hathaway · Pershing Square Capital Management · Duquesne Family Office · Appaloosa · The Baupost Group · Bridgewater Associates · Himalaya Capital Management · Gates Foundation Trust · Tiger Global Management

Not investment advice. This page shows what the manager reported to the SEC. Nothing here is a recommendation about any security. Check important figures against the filing itself.