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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Bruce Berkowitz (Fairholme)
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Asset Manager · CIK 0001056831

Bruce Berkowitz

Fairholme
Share
  • Real Estate Specialist
  • Highly Concentrated
  • Mid-Size Fund

Bruce Berkowitz runs Fairholme, an asset manager overseeing $1.43B in disclosed equity holdings (SEC CIK 0001056831). The latest portfolio (2025Q4) discloses 15 positions across 6 sectors, with the largest positions in JOE, EPD and OZK. On a mark-to-market basis the tracked portfolio has returned 27.0% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Bruce's filingsView holdings↓
Portfolio
$1.43B
Positions
15
Quarter
2025Q4
Filings tracked
40
1Y+27.0%Since filing+149.1%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2024Q2
7 positions
1
JOEST JOE CO
Real Estate·Real Estate - Diversified
84.78%
of portfolio
Number of shares
21,520,167 sh
Holdings current value
$1.18B
Avg closing price
$17.34
+294.0%
Last action
Trimmed 0.7%
2025Q4
Current $68.32
2
EPDENTERPRISE PRODS PARTNERS LMLP
Energy·Oil & Gas Midstream
11.35%
of portfolio
Number of shares
5,438,300 sh
Holdings current value
$157.60M
Avg closing price
$24.28
+51.0%
Last action
Added 0.0%
2025Q1
Current $36.67
3
OZKBANK OZK
Financial Services·Banks - Regional
1.62%
of portfolio
Number of shares
548,550 sh
Holdings current value
$22.49M
Avg closing price
$44.18
+10.3%
Last action
Trimmed 0.4%
2025Q4
Current $48.73
4
BRK.BBERKSHIRE HATHAWAY INC DEL
1.46%
of portfolio
Number of shares
49,952 sh
Holdings current value
$20.32M
Avg closing price
$308.61
+53.8%
Last action
Trimmed 0.8%
2025Q4
Current $474.58
5
WRBBERKLEY W R CORP
Financial Services·Insurance - Property & Casualty
0.71%
of portfolio
Number of shares
124,900 sh
Holdings current value
$9.81M
Avg closing price
$58.08
+15.1%
Last action
Trimmed 1.0%
2025Q4
Current $66.83
6
BRK.ABERKSHIRE HATHAWAY INC DEL
0.04%
of portfolio
Number of shares
1 sh
Holdings current value
$612.2K
Avg closing price
$267000
+166.5%
Last action
New holding
2020Q2
Current $711559
7
AAPLAPPLE INC
Technology·Consumer Electronics
0.04%
of portfolio
Number of shares
2,400 sh
Holdings current value
$505.5K
Avg closing price
$130.54
+107.0%
Last action
Trimmed 43.7%
2023Q3
Current $270.23

Portfolio heatmap

Box size = % of portfolio · color = return since filing
JOE
84.78% · +24.9%
EPD
11.35% · +26.5%
OZK
1.62% · +18.9%
BRK.B
1.46% · +16.7%
WRB
0.71% · -15.0%
BRK.A
0.04% · +16.2%
AAPL
0.04% · +28.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Real Estate1 pos$1.18B86.1%
  • Energy1 pos$157.6M11.5%
  • Financial Services2 pos$32.3M2.4%
  • Technology1 pos$505K0.0%
(1.5% unclassified, excluded from %)