Bruce Berkowitz
整体减仓FAIRHOLME CAPITAL MANAGEMENT LLC — Bruce Berkowitz 掌管，美股持仓通过 SEC 13F 季度披露
组合市值$1.51B
持仓数10
最新报告期2026-03-31
第一大持仓ST JOE CO
持仓明细
| 标的 | 市值 | 持股数 | 权重 |
|---|---|---|---|
| ST JOE CO790148100 | $1.21B | 19,210,167 | 79.67% |
| ENTERPRISE PRODS PARTNERS L293792107 | $206.4M | 5,455,800 | 13.63% |
| BANK OZK06417N103 | $42.3M | 921,252 | 2.79% |
| BERKSHIRE HATHAWAY INC DEL84670702 | $24.2M | 50,452 | 1.60% |
| WR BERKLEY CORP84423102 | $17.0M | 256,350 | 1.12% |
| PROGRESSIVE CORP743315103 | $13.2M | 66,400 | 0.87% |
| KRAFT HEINZ CO500754106 | $2.4M | 105,300 | 0.16% |
| BERKSHIRE HATHAWAY INC DEL84670108 | $1.4M | 2 | 0.09% |
| APPLE INC37833100 | $609,096 | 2,400 | 0.04% |
| HOME BANCSHARES INC436893200 | $325,853 | 12,100 | 0.02% |
环比变动
新建 (2)
KRAFT HEINZ CO$2.4M
HOME BANCSHARES INC$325,853
清仓 (7)
CF INDS HLDGS INC$0
OCCIDENTAL PETE CORP$0
ENERGY TRANSFER L P$0
TARGET CORP$0
NATURAL RESOURCE PARTNERS L$0
DIAMONDBACK ENERGY INC$0
EOG RES INC$0
加仓 (5)
ENTERPRISE PRODS PARTNERS L+0.1%
BANK OZK+0.8%
BERKSHIRE HATHAWAY INC DEL+5.1%
PROGRESSIVE CORP+159.4%
BERKSHIRE HATHAWAY INC DEL+100.0%
减仓 (2)
ST JOE CO-1.1%
WR BERKLEY CORP-1.5%
数据来源·SEC EDGAR 13F 截至 2026-05-15