Bruce Berkowitz's top holdings (April 2026) include St. Joe Co. (JOE), a real estate development company primarily focused on Florida's Gulf Coast.

Bruce Berkowitz is the Founder and Managing Partner of Fairholme Capital Management. His investment philosophy centers on value investing, seeking out fundamentally strong companies he believes are trading below their intrinsic worth. He is known for concentrating his portfolio in a select number of companies that fit his investment criteria.

St. Joe Co. (JOE)

St. Joe Co. is a real estate development and operating company primarily focused on Northwest Florida, engaged in residential, commercial, and hospitality projects. It also manages significant timberland and agricultural assets across its extensive land holdings. The company commands a market capitalization of $3.55 billion, and this holding in Bruce Berkowitz's portfolio is currently worth $1.22 billion. A discounted cash flow analysis suggests a value of -$25.54 per share.
Here's an overview of Bruce Berkowitz's trades in St. Joe Co.: [STOCKCIRCLE_EMBED_PLACEHOLDER_joe]

Enterprise Products Partners L P (EPD)

Enterprise Products Partners L.P. stands as a significant North American midstream energy services provider, operating an extensive network of pipelines, storage, and processing facilities. These assets handle natural gas, natural gas liquids, crude oil, and petrochemicals. The company's market cap stands at $84.91 billion, while Bruce Berkowitz's position is currently valued at $206.24 million. Analysts have set a price target of $35.5 for Enterprise Products Partners L.P., and its discounted cash flow analysis indicates a value of $53.2 per share.
Here's an overview of Bruce Berkowitz's trades in Enterprise Products Partners L P: [STOCKCIRCLE_EMBED_PLACEHOLDER_epd]

Bank OZK (OZK)

Bank OZK operates as a regional financial institution, delivering diverse retail and commercial banking services to its clientele. Its offerings include a variety of loan products, deposit services, and wealth management solutions for both individual and business customers. With a market capitalization of $4.98 billion, the current value of Bruce Berkowitz's holding in Bank OZK is $41.93 million. A discounted cash flow analysis suggests a per-share value of $95.78, and analysts have a price target of $59.17 for the company.
Here's an overview of Bruce Berkowitz's trades in Bank OZK: [STOCKCIRCLE_EMBED_PLACEHOLDER_ozk]

Berkshire Hathaway Inc. - Ordinary Shares - Class B (BRK.B)

Berkshire Hathaway Inc. operates as a multinational conglomerate, overseeing a vast portfolio of businesses. Its diverse operations span various sectors such as insurance, manufacturing, energy, and retail, primarily through its wholly-owned subsidiaries. The position in Bruce Berkowitz's portfolio is currently valued at $19.48 million. A discounted cash flow analysis indicates a value of $455.49 per share for the company.
Here's an overview of Bruce Berkowitz's trades in Berkshire Hathaway Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_brk.b]

W.R. Berkley Corp. (WRB)

W.R. Berkley Corp. functions as an insurance holding company, active in the property casualty insurance sector. It provides a comprehensive suite of commercial lines insurance products and services to a wide array of industries and geographical markets. W.R. Berkley Corp. has a market capitalization of $24.6 billion, with Bruce Berkowitz's position currently valued at $17.24 million. Analysts have a price target of $71.67 for the company, and its discounted cash flow value is estimated at $178.88 per share.
Here's an overview of Bruce Berkowitz's trades in W.R. Berkley Corp.: [STOCKCIRCLE_EMBED_PLACEHOLDER_wrb]