Fairholme Capital Management (Bruce Berkowitz)

Fairholme Capital Management (Bruce Berkowitz) has filed 13F reports from Q2 2013 through Q2 2026. In the most recent quarter, the fund reported $1.5B across 13 positions. The portfolio has returned 8.0% annualized over five years, with 26.1% volatility and a maximum drawdown of 41.3%. Top holdings include JOE, EPD, OZK, BRK-B, WRB. Across all filing periods, 1.9% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.