Fairholme Capital
Deep, contrarian value
| Company | Weight | Value | Last quarter |
|---|---|---|---|
| JOEST JOE CO | 76.4% | $1.1B | Trimmed −5% |
| ENTERPRISE PRODS PARTNERS L | 13.5% | $201M | Unchanged |
| OZKBANK OZK | 3.2% | $48M | Unchanged |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 3.0% | $44M | Added +74% |
| WR Berkley Corp | 1.2% | $18M | Unchanged |
| PGRPROGRESSIVE CORP | 1.1% | $16M | Added +9% |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 0.6% | $8M | Added +450% |
| PFEPFIZER INC | 0.4% | $6M | New |
| KHCKRAFT HEINZ CO | 0.3% | $5M | Added +92% |
| THE CAMPBELLS COMPANY | 0.2% | $3M | New |
| UPSUNITED PARCEL SVCS INC | 0.2% | $3M | New |
| AAPLAPPLE INC | 0.0% | $694K | Unchanged |
| HOMBHOME BANCSHARES INC | 0.0% | $345K | Unchanged |