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FAIRHOLME CAPITAL MANAGEMENT LLC

Q2 2025 · Filed 2025-08-14
Market Value
$1.2B
+1.0%
Holdings
12
New Purchases
0
Added To
2
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OZK 3.52% 2.26% +1.26% $43M
JOE 78.54% 78.07% +0.47% $964M
WRB 1.57% 1.53% +0.03% $19M
OXY 0.24% 0.22% +0.02% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EPD 13.77% 15.31% -1.54% $169M
BRK-B 1.92% 2.14% -0.21% $24M
ET 0.25% 0.25% -0.01% $3M
FANG 0.04% 0.05% -0.01% $550K
BRK-A 0.06% 0.07% -0.01% $729K
AAPL 0.04% 0.04% -0.00% $495K
CNR 0.03% 0.03% -0.00% $349K
EOG 0.02% 0.02% -0.00% $239K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $25M 2.0%
Large Cap 6 $195M 15.9%
Mid Cap 3 $1.0B 82.1%

Portfolio Analytics

Avg Market Cap
$584.7B
Median Market Cap
$63.8B
Avg P/E
28.7
Median P/E
14.5
Avg Dividend Yield
0.02%
Avg Beta
0.58
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 JOE 78.54% 20,204,167 $964M $47.70 $15M -2,700 -0.0%
2 EPD 13.77% 5,450,400 $169M $31.01 -$17M
3 OZK 3.52% 916,752 $43M $47.06 $16M +285,150 +45.1%
4 BRK-B 1.92% 48,597 $24M $485.77 -$2M -120 -0.2%
5 WRB 1.57% 261,450 $19M $73.47 $604K
6 ET 0.25% 166,600 $3M $18.13 -$77K
7 OXY 0.24% 69,100 $3M $42.01 $223K +14,800 +27.3%
8 BRK-A 0.06% 1 $729K $728,800.00 -$70K
9 FANG 0.04% 4,000 $550K $137.40 -$90K
10 AAPL 0.04% 2,400 $495K $206.34 -$38K
11 CNR 0.03% 5,000 $349K $69.74 -$37K
12 EOG 0.02% 2,000 $239K $119.61 -$17K
View SEC EDGAR Filings for FAIRHOLME CAPITAL MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms