Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FAIRHOLME CAPITAL MANAGEMENT LLC (CIK 1056831) reported $1.51B across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JOE ($1.21B, 79.67%), EPD ($206.4M, 13.63%), OZK ($42.3M, 2.79%), BRK/B ($24.2M, 1.60%), WRB ($17.0M, 1.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JOE | ST JOE CO | $1.21B | 79.67% | 19.2M | Trimmed |
| 2 | EPD | ENTERPRISE PRODS PARTNERS L | $206.4M | 13.63% | 5.5M | Added |
| 3 | OZK | BANK OZK | $42.3M | 2.79% | 921,252 | Added |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.2M | 1.60% | 50,452 | Added |
| 5 | WRB | WR BERKLEY CORP | $17.0M | 1.12% | 256,350 | Trimmed |
| 6 | PGR | PROGRESSIVE CORP | $13.2M | 0.87% | 66,400 | Added |
| 7 | KHC | KRAFT HEINZ CO | $2.4M | 0.16% | 105,300 | New |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.09% | 2 | Added |
| 9 | AAPL | APPLE INC | $609,096 | 0.04% | 2,400 | Hold |
| 10 | HOMB | HOME BANCSHARES INC | $325,853 | 0.02% | 12,100 | New |
| 11 | CF | CF INDS HLDGS INC | $0 | 0.00% | 0 | Exited |
| 12 | FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | Exited |
| 13 | EOG | EOG RES INC | $0 | 0.00% | 0 | Exited |
| 14 | ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | Exited |
| 15 | NRP | NATURAL RESOURCE PARTNERS L | $0 | 0.00% | 0 | Exited |
| 16 | OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | Exited |
| 17 | TGT | TARGET CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31