Fairholme’s latest 13F: a $1.51B portfolio with JOE at ~80%, plus key buys in PGR, EPD, and new KHC stakes. Click here to ...
In 3Q14, Fairholme Capital Management added a new position in Chesapeake Energy (CHK) and increased its position in Sears Holdings Corporation (SHLD). It also sold its common equity positions in ...
Manager Bruce Berkowitz founded Fairholme Capital Management in the late 1990s, and has managed this fund since its inception. He collaborates with the firm’s head researcher, Dan Schmerin, who joined ...
The Fairholme Fund, a concentrated mutual fund managed by Bruce Berkowitz, sold 377,800 shares of The St. Joe Company (NYSE:JOE)across three open-market transactions between May 5 and May 7, 2026, for ...
Reduced The St. Joe Co (NYSE:JOE) by 1,070,100 shares, resulting in a -5.54% decrease in shares and a -4.99% impact on the portfolio. The stock traded at an average price of $56.28 during the quarter ...
Fairholme’s 13F portfolio rose to ~$1.43B, with ~80% concentrated in St. Joe Company, reflecting a high-conviction, long-term bet. Minor new positions were initiated in Progressive, CF Industries, ...
The fund increased its position in Enterprise Products Partners. It sold out of Commercial Metals CMC and Berkshire Hathaway BRK.B Investors should be aware that, just like 13F filings, NPORT-P ...
Bruce R. Berkowitz, managing member and founder of Fairholme Capital Management LLC, is seen in this undated handout photo provided to the media on Wednesday, March 10, 2010. Berkowitz's bid to take ...
For most of the past decade, Fairholme Fund (FAIRX) soared, outpacing nearly all its competitors by a wide margin. Assets poured into the fund, and portfolio manager Bruce Berkowitz was named manager ...
FAIRX, one of the best-performing mutual funds of the past decade, has fallen hard in 2011. Owing in large part to losses in its financials holdings, the fund has shed more than a fourth of its value ...