Bruce Berkowitz's top holdings (April 2025) include St. Joe Co. (JOE), a real estate development, asset management, and operating company with real estate holdings concentrated primarily between Tallahassee and Panama City, Florida.

Bruce Berkowitz is a well-known investor and fund manager. He is recognized as the founder of Fairholme Capital Management, an investment firm. His investment strategy often involves focusing on undervalued companies across various sectors.

St. Joe Co. (JOE)

St. Joe Co. focuses on real estate development, asset management, and operating businesses. The company's operations are primarily based in Northwest Florida. St. Joe Co. has a market capitalization of $2.7B, and the current value of Bruce Berkowitz's position is $959.74M. The company's discounted cash flow analysis suggests a value of $58.26 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 major player in the midstream energy sector, providing a range of services related to natural gas, crude oil, and petrochemicals. The company's services include pipeline transportation, processing, and storage. Bruce Berkowitz's holding in Enterprise Products Partners L.P. is currently worth $186.46M. The company has a market capitalization of $73.81B, and analysts have set a price target of $37.5 for the company. The company's discounted cash flow analysis suggests a value of $98.74 per share.

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

Bank OZK (OZK)

Bank OZK is a regional bank that provides a wide array of banking services to businesses and individuals. These services include deposit accounts, lending, and wealth management. Bank OZK has a market capitalization of $4.96B, with Bruce Berkowitz's position currently valued at $27.91M. The company's discounted cash flow analysis suggests a value of $72.53 per share.

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

Berkshire Hathaway Inc. (BRK.B)

Berkshire Hathaway Inc. is a multinational conglomerate holding company with a diverse range of business operations. These operations span various sectors, including insurance, freight rail transportation, energy, and manufacturing. The current value of Bruce Berkowitz's holding is $19.77M. Analysts have set a price target of $575.0 for Berkshire Hathaway Inc., and the company's discounted cash flow value is $455.49.

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 an insurance holding company. The company provides commercial property casualty insurance, reinsurance, and specialty insurance services. W.R. Berkley Corp. has a market capitalization of $27.03B, while the current value of Bruce Berkowitz's holding is $18.37M. The company's 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.: