Bruce Berkowitz's top holdings (June 2025) include St. Joe Co. (JOE), a company focused on real estate development and operations in Northwest Florida.

Bruce Berkowitz is known for his role as a portfolio manager. He is associated with Fairholme Capital Management. His investment approach often involves focusing on undervalued companies.

St. Joe Co. (JOE)

St. Joe Co. is a real estate development and asset management company with a significant presence in Northwest Florida. The company's primary operations include residential and commercial development, resort operations, and leasing. The current value of Bruce Berkowitz's position is $903.45M, while the company's market cap stands at $2.6B. 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, primarily involved in the transportation, storage, processing, and fractionation of natural gas, natural gas liquids (NGLs), crude oil, petrochemicals, and refined products. Its extensive network of pipelines, storage facilities, and processing plants spans across the United States. The current value of Bruce Berkowitz's holding is $167.98M. The company has a market capitalization of $66.85B, and analysts have set a price target of $35.0 for Enterprise Products Partners.

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

Bank OZK (OZK)

Bank OZK is a regional bank providing a wide range of financial services, including retail and commercial banking, as well as wealth management. The bank has branches primarily located in the Southern, Midwestern, and Western regions of the United States. Bank OZK has a market capitalization of $5.03B, with Bruce Berkowitz's position currently valued at $28.0M. The company's discounted cash flow analysis suggests a value of $66.62 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 diverse interests in various sectors, including insurance, freight rail transportation, energy, and manufacturing. The company is known for its value investing approach and decentralized management style. The current value of Bruce Berkowitz's position is $19.77M. Analysts have set a price target of $575.0 for Berkshire Hathaway, and the company's discounted cash flow value is $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. is an insurance holding company that operates as one of the nation’s largest commercial lines writers. The company provides a wide array of insurance products and services, from standard commercial lines to specialty coverages. W.R. Berkley Corp. has a market capitalization of $28.33B, while the current value of Bruce Berkowitz's holding is $19.53M. The company's discounted cash flow analysis suggests a value of $178.88 per share, and analysts have set a price target of $70.0 for W.R. Berkley Corp.

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