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FAIRHOLME CAPITAL MANAGEMENT LLC

Q3 2025 · Filed 2025-11-14
Market Value
$1.2B
+1.0%
Holdings
12
New Purchases
0
Added To
0
Closed
0
Reduced
3
Top 10 Concentration
99.9%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OZK 3.77% 3.52% +0.25% $47M
WRB 1.62% 1.57% +0.05% $20M
BRK-B 1.97% 1.92% +0.04% $24M
OXY 0.26% 0.24% +0.03% $3M
AAPL 0.05% 0.04% +0.01% $611K
CNR 0.03% 0.03% +0.01% $417K
BRK-A 0.06% 0.06% +0.00% $754K
FANG 0.05% 0.04% +0.00% $572K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JOE 78.19% 78.54% -0.35% $969M
EPD 13.76% 13.77% -0.02% $170M
ET 0.23% 0.25% -0.02% $3M
EOG 0.02% 0.02% -0.00% $224K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $26M 2.1%
Large Cap 6 $197M 15.9%
Mid Cap 3 $1.0B 82.0%

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 78.19% 19,578,367 $969M $49.48 $5M -625,800 -3.1%
2 EPD 13.76% 5,450,400 $170M $31.27 $1M
3 OZK 3.77% 915,652 $47M $50.98 $4M -1,100 -0.1%
4 BRK-B 1.97% 48,437 $24M $502.74 $744K -160 -0.3%
5 WRB 1.62% 261,450 $20M $76.62 $824K
6 OXY 0.26% 69,100 $3M $47.25 $362K
7 ET 0.23% 166,600 $3M $17.16 -$162K
8 BRK-A 0.06% 1 $754K $754,200.00 $25K
9 AAPL 0.05% 2,400 $611K $254.63 $116K
10 FANG 0.05% 4,000 $572K $143.10 $23K
11 CNR 0.03% 5,000 $417K $83.48 $69K
12 EOG 0.02% 2,000 $224K $112.12 -$15K
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