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Portfolio (Quarterly) Guide ↗

FAIRHOLME CAPITAL MANAGEMENT LLC

· CIK 0001056831
13F Portfolio $1.5B AUM 10 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 2 New 4 Added 2 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 OZK BANK OZK Financial Services 921,252.0 $42.3M 2.79% +8K +0.8% $45.89 +2.5%
2 BERKSHIRE HATHAWAY INC DEL 50,452.0 $24.2M 1.60% +2K +5.1% $479.20
3 PGR PROGRESSIVE CORP Financial Services 66,400.0 $13.2M 0.87% +41K +159.4% $198.24 +2.3%
4 BERKSHIRE HATHAWAY INC DEL 2.0 $1.4M 0.10% +1.0 +100.0% $718140.00

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 81.0%
Energy 13.9%
Financial Services 4.9%
Consumer Defensive 0.2%
Technology 0.0%