Bruce Berkowitz's top holdings (June 2026) include St. Joe Co. (JOE), a real estate development and asset management company focused on Northwest Florida.

Bruce Berkowitz is the founder and Chief Investment Officer of Fairholme Capital Management. Based in Miami, he maintains a concentrated investment portfolio with a focus on companies within the real estate, financial, and energy sectors.

St. Joe Co. (JOE)

The company is a large-scale landowner and developer that manages residential, commercial, and hospitality properties primarily in the Florida Panhandle. Its operations involve long-term land planning and the construction of infrastructure to support regional growth. St. Joe Co. has a market capitalization of $3.65B, with Bruce Berkowitz's position currently valued at $1.22B. A discounted cash flow analysis for the company indicates a value of -26.0 per share.

Here's an overview of Bruce Berkowitz's trades in St. Joe Co.:

Enterprise Products Partners L P (EPD)

Enterprise Products Partners L P is a provider of midstream energy services, managing a vast network of pipelines, storage facilities, and processing plants. The company facilitates the transport and storage of natural gas, crude oil, and refined products throughout North America. The company's market cap stands at $79.6B, while the current value of Bruce Berkowitz's holding is $200.72M. Analysts have set a price target of $39.13 for Enterprise Products Partners L P, and its discounted cash flow value is $66.99 per share.

Here's an overview of Bruce Berkowitz's trades in Enterprise Products Partners L P:

Bank OZK (OZK)

Headquartered in Arkansas, Bank OZK provides various retail and commercial banking services with a specialized focus on real estate construction lending. The institution operates through more than 200 offices across the southern and eastern United States. This holding in Bruce Berkowitz's portfolio is currently worth $44.58M, and the bank has a market capitalization of $5.28B. A discounted cash flow value of $102.88 per share has been calculated for the firm.

Here's an overview of Bruce Berkowitz's trades in Bank OZK:

Berkshire Hathaway Inc. (BRK.B)

Berkshire Hathaway Inc. is a multinational holding company that owns a wide array of businesses, including insurance, freight rail transportation, and utility services. In addition to its subsidiaries, it maintains a significant portfolio of equity investments in diverse global industries. The current value of Bruce Berkowitz's position is $20.47M. Its discounted cash flow value is noted at $455.49 per share.

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. operates as a commercial lines property casualty insurance provider on a global scale. The firm manages several specialized insurance businesses and offers both primary insurance and reinsurance products through its various segments. W.R. Berkley Corp. maintains a market capitalization of $23.65B, and Bruce Berkowitz's position is currently valued at $16.29M. Analysts have assigned a price target of $70.6 for the company, while its discounted cash flow analysis suggests a value of $178.88 per share.

Here's an overview of Bruce Berkowitz's trades in W.R. Berkley Corp.: