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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 KHC KRAFT HEINZ CO Consumer Defensive 105,300.0 $2.4M 0.16% NEW $22.49 +8.4%
2 HOMB HOME BANCSHARES INC Financial Services 12,100.0 $326K 0.02% NEW $26.93 +4.9%

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%