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Portfolio allocation by weight

About Bruce

Bruce R. (Robert) Berkowitz is an American equity fund manager and registered investment adviser. Berkowitz founded Fairholme Capital Management in 1997 and was formerly a senior portfolio manager at Lehman Brothers Holdings and a managing director of Smith Barney. Berkowitz was named 2009 Domestic-Stock Fund Manager of the Year and Domestic-Stock Fund Manager of the Decade by Morningstar, Inc.

Positions: 13
Assets under management: $1.5b
Largest position: St. Joe Company
Filed on: Aug 14 2026

Positions

Stock	Dividend score	HGI score	Levermann score	Weight
St. Joe Company	7/15	12/18	-1/13	76.43%
Enterprise Products Partners L.P.	12/15	6/18	2/13	13.46%
Bank OZK	13/15	8/18	2/13	3.22%
Berkshire Hathaway	0/15	9/18	6/13	2.95%
W. R. Berkley Corporation	9/15	8/18	0/13	1.21%
Progressive	11/15	9/18	2/13	1.06%
Berkshire Hathaway A	0/15	6/18	3/13	0.55%
Pfizer	10/15	8/18	3/13	0.37%
The Kraft Heinz Company	7/15	5/18	1/13	0.32%
Campbell Soup	6/15	3/18	1/13	0.17%
UPS (United Parcel Service)	12/15	6/18	2/13	0.17%
Apple	4/15	5/18	1/13	0.05%
Home BancShares, Inc.	11/15	6/18	2/13	0.02%

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