Fairholme Capital Management

Bruce Berkowitz

$1.2B Portfolio Value
12 Stocks
+15.98% YTD Return
Nov 14, 2025 Last Updated
Portfolio Value Over Time

Current Holdings for Fairholme Capital Management

Stock Click to search
Shares Value % of Portfolio Change Est. Return
JOE|ST JOE CO
19.6M $968.7M
78.19%
TRIM -3.1%
EPD|ENTERPRISE PRODS PARTNERS L
5.5M $170.4M
13.76%
+36.14%
OZK|BANK OZK
915.7K $46.7M
3.77%
TRIM -0.1% +9.68%
BRK-B|BERKSHIRE HATHAWAY INC DEL
48.4K $24.4M
1.97%
TRIM -0.3% +105.25%
WRB|WR BERKLEY CORP
261.4K $20.0M
1.62%
+40.67%
OXY|OCCIDENTAL PETE CORP
69.1K $3.3M
0.26%
+4.11%
ET|ENERGY TRANSFER L P
166.6K $2.9M
0.23%
+58.96%
BRK-A|BERKSHIRE HATHAWAY INC DEL
1 $754.2K
0.06%
+169.86%
AAPL|APPLE INC
2.4K $611.1K
0.05%
+108.13%
FANG|DIAMONDBACK ENERGY INC
4.0K $572.4K
0.05%
-5.89%
CNR|CORE NATURAL RESOURCES INC
5.0K $417.4K
0.03%
+19.84%
EOG|EOG RES INC
2.0K $224.2K
0.02%
-15.19%

Trading Activity for Fairholme Capital Management

Stock Click to search
Action Change Shares After Value Est. Return
2025-Q3
JOE|ST JOE CO
SELL -3.10% 19.6M $969M
OZK|BANK OZK
SELL -0.12% 915.7K $47M +19.0%
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -0.33% 48.4K $24M +105.1%
2025-Q2
JOE|ST JOE CO
SELL -0.01% 20.2M $964M
OZK|BANK OZK
BUY +45.15% 916.8K $43M
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -0.25% 48.6K $24M +114.9%
OXY|OCCIDENTAL PETE CORP
BUY +27.26% 69.1K $3M
2025-Q1
JOE|ST JOE CO
SELL -1.99% 20.2M $949M
EPD|ENTERPRISE PRODS PARTNERS L
BUY +0.03% 5.5M $186M
OZK|BANK OZK
SELL -1.83% 631.6K $27M +9.6%
ET|ENERGY TRANSFER L P
SELL -80.47% 166.6K $3M +13.4%
OXY|OCCIDENTAL PETE CORP
BUY +503.33% 54.3K $3M
FANG|DIAMONDBACK ENERGY INC
BUY NEW 4.0K $639520
CNR|CORE NATURAL RESOURCES INC
BUY NEW 5.0K $385500
2024-Q4
JOE|ST JOE CO
SELL -2.50% 20.6M $926M
EPD|ENTERPRISE PRODS PARTNERS L
BUY +0.05% 5.4M $171M
OZK|BANK OZK
SELL -1.49% 643.4K $29M +4.7%
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -2.71% 48.7K $22M +95.1%
ET|ENERGY TRANSFER L P
BUY NEW 852.9K $17M
OXY|OCCIDENTAL PETE CORP
BUY NEW 9.0K $444690
EOG|EOG RES INC
BUY NEW 2.0K $245160
2024-Q3
JOE|ST JOE CO
SELL -1.74% 21.1M $1.2B
EPD|ENTERPRISE PRODS PARTNERS L
BUY +0.15% 5.4M $159M
OZK|BANK OZK
BUY +19.06% 653.1K $28M
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +0.24% 50.1K $23M
WRB|WR BERKLEY CORP
BUY +109.33% 261.4K $15M
2024-Q2
JOE|ST JOE CO
SELL -4.41% 21.5M $1.2B
EPD|ENTERPRISE PRODS PARTNERS L
BUY +0.03% 5.4M $158M
OZK|BANK OZK
BUY +69.04% 548.5K $22M
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +2.03% 50.0K $20M
WRB|WR BERKLEY CORP
SELL -1.34% 124.9K $10M +36.1%
2024-Q1
JOE|ST JOE CO
SELL -0.73% 22.5M $1.3B
EPD|ENTERPRISE PRODS PARTNERS L
BUY +4.38% 5.4M $159M
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -60.18% 49.0K $21M +69.1%
OZK|BANK OZK
BUY +533.79% 324.5K $15M
2023-Q4
JOE|ST JOE CO
SELL -0.14% 22.7M $1.4B
EPD|ENTERPRISE PRODS PARTNERS L
BUY +2.85% 5.2M $137M
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +139.81% 123.0K $44M
WRB|WR BERKLEY CORP
SELL -1.25% 126.6K $9M +17.4%
OZK|BANK OZK
SELL -65.29% 51.2K $3M +1.1%
HOMB|HOME BANCSHARES INC
SELL EXIT -3.5%
2023-Q3
JOE|ST JOE CO
SELL -4.49% 22.7M $1.2B
EPD|ENTERPRISE PRODS PARTNERS L
BUY +14.75% 5.1M $139M
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -22.22% 51.3K $18M +61.9%
WRB|WR BERKLEY CORP
SELL -2.29% 128.2K $8M +5.9%
CMC|COMMERCIAL METALS CO
SELL EXIT +64.7%
OZK|BANK OZK
BUY NEW 147.5K $5M
ET|ENERGY TRANSFER L P
SELL EXIT +77.6%
CMA|COMERICA INC
SELL EXIT +15.2%
USB|US BANCORP DEL
SELL EXIT +12.2%
KEY|KEYCORP
SELL EXIT +8.9%
HOMB|HOME BANCSHARES INC
BUY NEW 103.4K $2M
AAPL|APPLE INC
SELL -43.66% 2.4K $410904 +45.2%
2023-Q2
JOE|ST JOE CO
SELL -1.50% 23.8M $1.1B
EPD|ENTERPRISE PRODS PARTNERS L
BUY +5.51% 4.4M $116M
CMC|COMMERCIAL METALS CO
SELL -89.88% 128.8K $7M +39.0%
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +10.67% 65.9K $22M
WRB|BERKLEY W R CORP
BUY NEW 131.2K $8M
TRVC|CITIGROUP INC
SELL EXIT
INTC|INTEL CORP
SELL EXIT -41.9%
CMA|COMERICA INC
BUY NEW 61.7K $3M
WBA|WALGREENS BOOTS ALLIANCE INC
SELL EXIT
USB|US BANCORP DEL
BUY NEW 73.6K $2M
KEY|KEYCORP
BUY NEW 257.9K $2M
WEP|MAGELLAN MIDSTREAM PRTNRS LP
SELL EXIT
2023-Q1
JOE|ST JOE CO
SELL -0.61% 24.1M $1.0B
EPD|ENTERPRISE PRODS PARTNERS L
BUY +0.97% 4.2M $108M
CMC|COMMERCIAL METALS CO
SELL -42.87% 1.3M $62M +56.3%
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -3.86% 59.6K $18M +41.9%
TRVC|CITIGROUP INC
SELL -52.15% 82.5K $4M
ORI|OLD REP INTL CORP
SELL EXIT +24.1%
INTC|INTEL CORP
SELL -65.92% 94.5K $3M -46.9%
WEP|MAGELLAN MIDSTREAM PRTNRS LP
BUY NEW 28.6K $2M
BABA|ALIBABA GROUP HLDG LTD
SELL EXIT -38.1%
2022-Q4
JOE|ST JOE CO
SELL -0.74% 24.3M $939M
CMC|COMMERCIAL METALS CO
SELL -6.29% 2.2M $108M +41.0%
EPD|ENTERPRISE PRODS PARTNERS L
BUY +6.70% 4.1M $100M
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -36.47% 62.0K $19M +38.9%
INTC|INTEL CORP
SELL -52.62% 277.3K $7M -48.5%
TRVC|CITIGROUP INC
SELL -0.98% 172.4K $8M
KMI|KINDER MORGAN INC DEL
SELL EXIT +21.8%
BABA|ALIBABA GROUP HLDG LTD
SELL -50.90% 7.6K $670365 -52.4%
2022-Q3
EPD|ENTERPRISE PRODS PARTNERS L
BUY +8.07% 3.9M $92M
CMC|COMMERCIAL METALS CO
BUY +3.79% 2.4M $84M
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +97.72% 97.5K $26M
INTC|INTEL CORP
SELL -0.53% 585.3K $15M -34.0%
KMI|KINDER MORGAN INC DEL
SELL -54.84% 355.2K $6M +21.2%
TRVC|CITIGROUP INC
SELL -1.02% 174.1K $7M
DHI|D R HORTON INC
SELL EXIT +3.5%
WBA|WALGREENS BOOTS ALLIANCE INC
BUY +7.25% 74.0K $2M
BABA|ALIBABA GROUP HLDG LTD
SELL -4.85% 15.5K $1M -44.4%
WFG|WEST FRASER TIMBER CO LTD
SELL EXIT +2.7%
2022-Q2
JOE|ST JOE CO
SELL -0.60% 24.5M $968M
EPD|ENTERPRISE PRODS PARTNERS L
BUY +11.41% 3.6M $88M
CMC|COMMERCIAL METALS CO
BUY +10.44% 2.3M $76M
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +0.35% 49.3K $13M
KMI|KINDER MORGAN INC DEL
SELL -1.44% 786.6K $13M +29.6%
ORI|OLD REP INTL CORP
SELL -14.82% 316.1K $7M +16.4%
ET|ENERGY TRANSFER L P
SELL -68.17% 268.7K $3M +52.1%
TRVC|CITIGROUP INC
BUY +20.31% 175.9K $8M
DHI|D R HORTON INC
BUY NEW 71.0K $5M
BABA|ALIBABA GROUP HLDG LTD
BUY +98.90% 16.3K $2M
SF9|SANDERSON FARMS INC
SELL EXIT
WFG|WEST FRASER TIMBER CO LTD
BUY NEW 11.0K $844000
2022-Q1
JOE|ST JOE CO
SELL -1.88% 24.6M $1.5B
CMC|COMMERCIAL METALS CO
BUY +17.10% 2.1M $86M
EPD|ENTERPRISE PRODS PARTNERS L
BUY +52.41% 3.2M $83M
INTC|INTEL CORP
BUY +11.57% 588.4K $29M
KMI|KINDER MORGAN INC DEL
SELL -24.03% 798.1K $15M +18.0%
ET|ENERGY TRANSFER L P
SELL -44.01% 844.2K $9M +33.6%
ENB|ENBRIDGE INC
SELL EXIT +33.3%
ORI|OLD REP INTL CORP
SELL -1.33% 371.1K $10M +30.1%
TRVC|CITIGROUP INC
BUY +631.00% 146.2K $8M
WMB|WILLIAMS COS INC
SELL EXIT +32.4%
LYB|LYONDELLBASELL INDUSTRIES N
SELL EXIT +7.5%
WBA|WALGREENS BOOTS ALLIANCE INC
BUY +187.50% 69.0K $3M
AAPL|APPLE INC
SELL -69.70% 4.3K $744000 +36.1%
WES|WESTERN MIDSTREAM PARTNERS L
SELL EXIT +93.7%
DOW|DOW INC
SELL EXIT +4.2%
SF9|SANDERSON FARMS INC
BUY NEW 7.0K $1M
2021-Q4
JOE|ST JOE CO
SELL -0.62% 25.1M $1.3B
CMC|COMMERCIAL METALS CO
BUY +56.74% 1.8M $64M
EPD|ENTERPRISE PRODS PARTNERS L
BUY +32.79% 2.1M $46M
INTC|INTEL CORP
BUY +25.99% 527.4K $27M
KMI|KINDER MORGAN INC DEL
BUY +12.38% 1.1M $17M
ENB|ENBRIDGE INC
SELL -26.20% 288.4K $11M +25.4%
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -1.61% 49.2K $15M +36.2%
ET|ENERGY TRANSFER L P
BUY +1.24% 1.5M $12M
ORI|OLD REP INTL CORP
BUY +13.59% 376.1K $9M
WMB|WILLIAMS COS INC
SELL -20.71% 263.0K $7M +22.3%
WES|WESTERN MIDSTREAM PARTNERS L
SELL -73.71% 98.8K $2M +68.2%
LYB|LYONDELLBASELL INDUSTRIES N
BUY NEW 40.5K $4M
DOW|DOW INC
BUY NEW 31.7K $2M
BABA|ALIBABA GROUP HLDG LTD
SELL -22.59% 8.2K $973000 -34.4%
NTR|NUTRIEN LTD
SELL EXIT +14.4%
WBA|WALGREENS BOOTS ALLIANCE INC
BUY NEW 24.0K $1M
TRVC|CITIGROUP INC
BUY NEW 20.0K $1M
2021-Q3
JOE|ST JOE CO
SELL -1.95% 25.2M $1.1B
EPD|ENTERPRISE PRODS PARTNERS L
BUY NEW 1.6M $34M
CMC|COMMERCIAL METALS CO
BUY +102.51% 1.1M $34M
INTC|INTEL CORP
BUY +165.78% 418.6K $22M
KMI|KINDER MORGAN INC DEL
BUY +40.12% 934.9K $16M
ENB|ENBRIDGE INC
BUY +9.84% 390.8K $16M
ET|ENERGY TRANSFER L P
BUY +44.69% 1.5M $14M
WES|WESTERN MIDSTREAM PARTNERS L
SELL -22.72% 375.8K $8M +56.0%
VST|VISTRA CORP
SELL EXIT -7.1%
WMB|WILLIAMS COS INC
BUY +8.86% 331.7K $9M
ORI|OLD REP INTL CORP
BUY +37.33% 331.1K $8M
NTR|NUTRIEN LTD
BUY NEW 20.0K $1M
2021-Q2
CMC|COMMERCIAL METALS CO
BUY NEW 558.1K $17M
ENB|ENBRIDGE INC
BUY +4.10% 355.8K $14M
T|AT&T INC
SELL EXIT +1.6%
CVS|CVS HEALTH CORP
SELL EXIT +22.3%
WES|WESTERN MIDSTREAM PARTNERS L
SELL -12.63% 486.3K $10M +63.4%
VST|VISTRA CORP
BUY +12.17% 552.9K $10M
INTC|INTEL CORP
BUY NEW 157.5K $9M
BAC|VERIZON COMMUNICATIONS INC
SELL EXIT +20.6%
TRP|TC ENERGY CORP
SELL EXIT +13.7%
BABA|ALIBABA GROUP HLDG LTD
BUY NEW 10.6K $2M
AAPL|APPLE INC
BUY +230.05% 14.1K $2M
EPD|ENTERPRISE PRODS PARTNERS L
BUY NEW 75.0K $2M
2021-Q1
JOE|ST JOE CO
SELL -2.59% 25.7M $1.1B
BAC|BK OF AMERICA CORP
SELL EXIT +33.3%
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -15.96% 50.0K $13M +15.3%
ENB|ENBRIDGE INC
BUY +33.05% 341.8K $12M
T|AT&T INC
BUY +2.60% 398.8K $12M
CRC|CANADIAN NAT RES LTD
SELL EXIT
KMI|KINDER MORGAN INC DEL
BUY +5.57% 667.2K $11M
CVS|CVS HEALTH CORP
BUY +32.31% 147.0K $11M
VST|VISTRA CORP
BUY NEW 492.9K $9M
CINF|CINCINNATI FINL CORP
SELL EXIT +17.7%
ET|ENERGY TRANSFER LP
BUY +31.39% 1.0M $8M
ORI|OLD REP INTL CORP
SELL -36.40% 241.1K $5M +8.9%
WMB|WILLIAMS COS INC
BUY NEW 304.7K $7M
BAC|VERIZON COMMUNICATIONS INC
BUY NEW 76.9K $4M
TRP|TC ENERGY CORP
BUY NEW 60.6K $3M
MO|ALTRIA GROUP INC
SELL EXIT +8.5%
EPD|ENTERPRISE PRODS PARTNERS L
SELL EXIT +19.0%
PAA|PLAINS ALL AMERN PIPELINE L
SELL EXIT +18.5%
WEP|MAGELLAN MIDSTREAM PRTNRS LP
SELL EXIT
4I1|PHILIP MORRIS INTL INC
SELL EXIT
OXY/WS|OCCIDENTAL PETE CORP
SELL EXIT
2020-Q4
JOE|ST JOE CO
SELL -0.05% 26.4M $1.1B
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -81.22% 59.5K $14M +6.4%
BAC|BK OF AMERICA CORP
BUY +43.30% 483.5K $15M
CRC|CANADIAN NAT RES LTD
BUY +63.61% 475.3K $11M
T|AT&T INC
BUY +69.37% 388.7K $11M
KMI|KINDER MORGAN INC DEL
BUY +221.46% 632.0K $9M
CINF|CINCINNATI FINL CORP
BUY NEW 96.7K $8M
ENB|ENBRIDGE INC
BUY NEW 256.9K $8M
KHC|KRAFT HEINZ CO
SELL EXIT +17.2%
WES|WESTERN MIDSTREAM PARTNERS L
BUY +3.07% 556.6K $8M
CVS|CVS HEALTH CORP
BUY NEW 111.1K $8M
ORI|OLD REP INTL CORP
BUY NEW 379.1K $7M
ET|ENERGY TRANSFER LP
BUY +203.25% 783.3K $5M
SPG|SIMON PPTY GROUP INC NEW
SELL EXIT -31.5%
MO|ALTRIA GROUP INC
BUY NEW 54.2K $2M
EPD|ENTERPRISE PRODS PARTNERS L
BUY NEW 95.0K $2M
PAA|PLAINS ALL AMERN PIPELINE L
BUY NEW 213.0K $2M
WEP|MAGELLAN MIDSTREAM PRTNRS LP
BUY NEW 40.9K $2M
4I1|PHILIP MORRIS INTL INC
BUY NEW 14.1K $1M
2020-Q3
JOE|ST JOE CO
SELL -0.18% 26.4M $546M
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -2.38% 316.6K $67M -0.6%
KHC|KRAFT HEINZ CO
SELL -39.59% 266.3K $8M +25.4%
BAC|BK OF AMERICA CORP
BUY NEW 337.4K $8M
T|AT&T INC
BUY NEW 229.5K $7M
OXY|OCCIDENTAL PETE CORP
SELL EXIT -64.0%
CRC|CANADIAN NAT RES LTD
BUY NEW 290.5K $5M
WES|WESTERN MIDSTREAM PARTNERS L
BUY +86.21% 540.0K $4M
SPG|SIMON PPTY GROUP INC NEW
BUY +80.00% 52.2K $3M
KMI|KINDER MORGAN INC DEL
BUY NEW 196.6K $2M
ET|ENERGY TRANSFER LP
BUY NEW 258.3K $1M
AAPL|APPLE INC
BUY NEW 4.3K $493000
OXY/WS|OCCIDENTAL PETE CORP
BUY NEW 29.1K $87000
2020-Q2
JOE|ST JOE CO
SELL -0.09% 26.5M $514M
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +33.01% 324.3K $58M
KHC|KRAFT HEINZ CO
SELL -0.83% 440.8K $14M +9.7%
OXY|OCCIDENTAL PETE CORP
SELL -23.60% 328.1K $6M -63.0%
SPG|SIMON PPTY GROUP INC NEW
SELL -40.82% 29.0K $2M -55.7%
VSTOEUR|VISTA OUTDOOR INC
SELL EXIT
BRK-A|BERKSHIRE HATHAWAY INC DEL
BUY NEW 1 $267000
2020-Q1
JOE|ST JOE CO
BUY +0.75% 26.5M $445M
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY NEW 243.8K $45M
KHC|KRAFT HEINZ CO
BUY NEW 444.5K $11M
OXY|OCCIDENTAL PETE CORP
BUY NEW 429.5K $5M
SPG|SIMON PPTY GROUP INC NEW
BUY NEW 49.0K $3M
VSTOEUR|VISTA OUTDOOR INC
SELL -59.15% 105.5K $928000
WES|WESTERN MIDSTREAM PARTNERS L
BUY NEW 290.0K $940000
2019-Q4
JOE|ST JOE CO
SELL -0.08% 26.3M $522M
KHC|KRAFT HEINZ CO
SELL EXIT +7.2%
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -1.18% 16.3K $4M +8.5%
VSTOEUR|VISTA OUTDOOR INC
SELL -30.28% 258.3K $2M
2019-Q3
JOE|ST JOE CO
SELL -0.63% 26.3M $451M
KHC|KRAFT HEINZ CO
BUY NEW 647.3K $18M
VSTOEUR|VISTA OUTDOOR INC
SELL -38.89% 370.5K $2M
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -10.11% 16.5K $3M +2.3%
2019-Q2
JOE|ST JOE CO
SELL -0.09% 26.5M $458M
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -86.08% 18.3K $4M +2.0%
VSTOEUR|VISTA OUTDOOR INC
SELL -47.69% 606.3K $5M
2019-Q1
JOE|ST JOE CO
SELL -0.06% 26.5M $438M
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY NEW 131.8K $26M
VSTOEUR|VISTA OUTDOOR INC
SELL -21.45% 1.2M $9M
JEF|JEFFERIES FINL GROUP INC
SELL EXIT -14.7%
2018-Q4
JOE|ST JOE CO
SELL -3.09% 26.5M $350M
VSTOEUR|VISTA OUTDOOR INC
SELL -58.23% 1.5M $17M
VST|VISTRA ENERGY CORP
SELL EXIT +23.2%
SPB|SPECTRUM BRANDS HLDGS INC NE
SELL EXIT -25.4%
SHLDEUR|SEARS HLDGS CORP
SELL EXIT
T|AT&T INC
SELL EXIT -7.0%
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL EXIT +0.8%
JEF|JEFFERIES FINL GROUP INC
SELL -70.45% 19.5K $339000 -9.2%
SHLDQ|SEARS HLDGS CORP
SELL EXIT
2018-Q3
JOE|ST JOE CO
SELL -0.18% 27.4M $460M
VSTOEUR|VISTA OUTDOOR INC
SELL -30.13% 3.5M $63M
SHLDEUR|SEARS HLDGS CORP
SELL -19.35% 14.1M $14M
T|AT&T INC
SELL -71.73% 346.9K $12M -1.4%
VST|VISTRA ENERGY CORP
SELL -2.14% 1.0M $25M +20.0%
SPB|SPECTRUM BRANDS HLDGS INC NE
BUY NEW 291.2K $22M
HRG|HRG GROUP INC
SELL EXIT
SPB|SPECTRUM BRANDS HLDGS INC
SELL EXIT +6.5%
TRVC|CITIGROUP INC
SELL EXIT
OAK|OAKTREE CAP GROUP LLC
SELL EXIT
CLPR|CLIPPER RLTY INC
SELL EXIT +30.1%
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY NEW 9.6K $2M
SHLDQ|SEARS HLDGS CORP
SELL -0.30% 5.5M $117000
2018-Q2
JOE|ST JOE CO
SELL -0.14% 27.4M $493M
VSTOEUR|VISTA OUTDOOR INC
BUY +81.21% 5.1M $78M
SRG|SERITAGE GROWTH PPTYS
SELL EXIT
SHLDEUR|SEARS HLDGS CORP
SELL -0.41% 17.4M $41M
T|AT&T INC
BUY NEW 1.2M $39M
VST|VISTRA ENERGY CORP
SELL -0.14% 1.0M $25M +20.7%
HRG|HRG GROUP INC
BUY NEW 1.6M $20M
SPB|SPECTRUM BRANDS HLDGS INC
BUY NEW 243.5K $20M
TRVC|CITIGROUP INC
BUY NEW 235.0K $16M
OAK|OAKTREE CAP GROUP LLC
BUY +115.48% 181.0K $7M
SHLDQ|SEARS HLDGS CORP
SELL -0.22% 5.6M $835000
JEF|JEFFERIES FINL GROUP INC
BUY NEW 66.0K $2M
LUK|LEUCADIA NATL CORP
SELL EXIT
2018-Q1
JOE|ST JOE CO
SELL -1.49% 27.5M $518M
SRG|SERITAGE GROWTH PPTYS
SELL -51.27% 1.6M $57M
SHLDEUR|SEARS HLDGS CORP
SELL -27.34% 17.5M $47M
VSTOEUR|VISTA OUTDOOR INC
BUY NEW 2.8M $46M
VST|VISTRA ENERGY CORP
BUY NEW 1.0M $22M
OAK|OAKTREE CAP GROUP LLC
BUY NEW 84.0K $3M
T|AT&T INC
BUY NEW 80.0K $3M
CLPR|CLIPPER RLTY INC
BUY NEW 280.0K $2M
SHLDQ|SEARS HLDGS CORP
SELL -4.33% 5.6M $2M

Closed Positions for Fairholme Capital Management

Stock Click to search
Held Period Cost Basis Sale Proceeds Realized Gain Return CAGR
HOMB|HOME BANCSHARES INC
2023-Q3 → 2023-Q4 (0.2y) $2.3M $2.3M $-82.7K -3.5% -3.5%
CMC|COMMERCIAL METALS CO
2021-Q2 → 2023-Q3 (2.2y) $79.6M $117.5M $+37.8M +47.5% +18.9%
ET|ENERGY TRANSFER L P
2020-Q3 → 2023-Q3 (3.0y) $11.2M $16.6M $+5.4M +48.5% +14.1%
CMA|COMERICA INC
2023-Q2 → 2023-Q3 (0.2y) $2.5M $2.9M $+385.0K +15.2% +15.2%
KEY|KEYCORP
2023-Q2 → 2023-Q3 (0.2y) $2.6M $2.9M $+234.7K +8.9% +8.9%
USB|US BANCORP DEL
2023-Q2 → 2023-Q3 (0.2y) $2.4M $2.7M $+289.2K +12.2% +12.2%
INTC|INTEL CORP
2021-Q2 → 2023-Q2 (2.0y) $31.6M $16.8M $-14.8M -46.9% -27.2%
ORI|OLD REP INTL CORP
2020-Q4 → 2023-Q1 (2.2y) $10.2M $11.9M $+1.7M +16.7% +7.1%
BABA|ALIBABA GROUP HLDG LTD
2021-Q2 → 2023-Q1 (1.7y) $3.1M $1.8M $-1.3M -41.3% -26.3%
KMI|KINDER MORGAN INC DEL
2020-Q3 → 2022-Q4 (2.2y) $15.5M $18.7M $+3.2M +20.7% +8.8%
DHI|D R HORTON INC
2022-Q2 → 2022-Q3 (0.2y) $5.0M $5.2M $+178.2K +3.5% +3.5%
WFG|WEST FRASER TIMBER CO LTD
2022-Q2 → 2022-Q3 (0.2y) $957.0K $983.2K $+26.2K +2.7% +2.7%
ENB|ENBRIDGE INC
2020-Q4 → 2022-Q1 (1.2y) $12.5M $16.4M $+3.9M +31.2% +24.4%
WES|WESTERN MIDSTREAM PARTNERS L
2020-Q1 → 2022-Q1 (2.0y) $7.1M $12.0M $+4.9M +69.7% +30.4%
WMB|WILLIAMS COS INC
2021-Q1 → 2022-Q1 (1.0y) $7.6M $9.9M $+2.3M +30.3% +30.4%
LYB|LYONDELLBASELL INDUSTRIES N
2021-Q4 → 2022-Q1 (0.2y) $3.8M $4.0M $+283.5K +7.5% +7.5%
DOW|DOW INC
2021-Q4 → 2022-Q1 (0.2y) $1.8M $1.9M $+77.3K +4.2% +4.2%
NTR|NUTRIEN LTD
2021-Q3 → 2021-Q4 (0.2y) $1.2M $1.4M $+175.8K +14.4% +14.4%
CVS|CVS HEALTH CORP
2020-Q4 → 2021-Q2 (0.5y) $10.1M $12.3M $+2.3M +22.3% +49.9%
T|AT&T INC
2020-Q3 → 2021-Q2 (0.7y) $8.8M $9.0M $+138.7K +1.6% +2.1%
BAC|VERIZON COMMUNICATIONS INC
2021-Q1 → 2021-Q2 (0.2y) $2.6M $3.2M $+541.4K +20.6% +20.6%
TRP|TC ENERGY CORP
2021-Q1 → 2021-Q2 (0.2y) $2.7M $3.1M $+367.8K +13.7% +13.7%
BAC|BK OF AMERICA CORP
2020-Q3 → 2021-Q1 (0.5y) $12.4M $16.6M $+4.1M +33.3% +78.1%
CRC|CANADIAN NAT RES LTD
2020-Q3 → 2021-Q1 (0.5y) $3.6M $11.8M $+8.2M +223.7% +956.6%
CINF|CINCINNATI FINL CORP
2020-Q4 → 2021-Q1 (0.2y) $7.7M $9.1M $+1.4M +17.7% +17.7%
MO|ALTRIA GROUP INC
2020-Q4 → 2021-Q1 (0.2y) $2.2M $2.4M $+184.6K +8.5% +8.5%
EPD|ENTERPRISE PRODS PARTNERS L
2020-Q4 → 2021-Q1 (0.2y) $1.8M $2.1M $+333.4K +19.0% +19.0%
PAA|PLAINS ALL AMERN PIPELINE L
2020-Q4 → 2021-Q1 (0.2y) $1.6M $1.9M $+301.4K +18.5% +18.5%
KHC|KRAFT HEINZ CO
2020-Q1 → 2020-Q4 (0.7y) $12.2M $14.7M $+2.5M +20.4% +28.2%
SPG|SIMON PPTY GROUP INC NEW
2020-Q1 → 2020-Q4 (0.7y) $8.3M $5.3M $-3.0M -35.7% -44.6%
OXY|OCCIDENTAL PETE CORP
2020-Q1 → 2020-Q3 (0.5y) $17.4M $6.3M $-11.1M -63.7% -86.9%
JEF|JEFFERIES FINL GROUP INC
2018-Q2 → 2019-Q1 (0.7y) $1.4M $1.2M $-149.3K -10.8% -14.2%
VST|VISTRA ENERGY CORP
2021-Q1 → 2018-Q4 (0.7y) $19.9M $24.5M $+4.6M +23.2% +32.1%
SPB|SPECTRUM BRANDS HLDGS INC NE
2018-Q3 → 2018-Q4 (0.2y) $24.8M $18.5M $-6.3M -25.4% -25.4%
BRK-B|BERKSHIRE HATHAWAY INC DEL
2018-Q3 → 2018-Q4 (0.2y) $2.0M $2.0M $+16.4K +0.8% +0.8%
SPB|SPECTRUM BRANDS HLDGS INC
2018-Q2 → 2018-Q3 (0.2y) $19.5M $20.8M $+1.3M +6.5% +6.5%
CLPR|CLIPPER RLTY INC
2018-Q1 → 2018-Q3 (0.5y) $2.5M $3.2M $+744.8K +30.1% +69.5%