Bruce Berkowitz's top holdings (October 2025) include St. Joe Co. (JOE), a real estate development and asset management company primarily focused on Northwest Florida.

Bruce Berkowitz is the founder and managing partner of Fairholme Capital Management. His investment approach typically focuses on a concentrated portfolio of undervalued companies, seeking opportunities that may be out of favor with the broader market.

St. Joe Co. (JOE)

St. Joe Co. is a real estate development and asset management firm with a significant presence in Northwest Florida. The company's activities include residential, commercial, and hospitality development, as well as timber operations. St. Joe Co. has a market capitalization of $2.86 billion. The current value of Bruce Berkowitz's position in the company is $999.7 million, and a 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 is a leading North American provider of midstream energy services to producers and consumers of natural gas, NGLs, crude oil, petrochemicals, and refined products. Its extensive network includes pipelines, storage facilities, and processing plants. With a market cap standing at $68.49 billion, this holding in Bruce Berkowitz's portfolio is currently worth $170.43 million. Analysts have set a price target of $35.5 for Enterprise Products Partners, and its discounted cash flow value is indicated at $98.74 per share.

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

Bank OZK (OZK)

Bank OZK operates as a state-chartered bank, offering a range of retail and commercial banking services. The bank is recognized for its specialty finance group, which focuses on real estate lending, alongside its community banking operations across several states. The company's market capitalization is $5.9 billion. Bruce Berkowitz's position in Bank OZK is currently valued at $46.74 million. Analysts provide a price target of $67.0 for the stock, while a discounted cash flow valuation stands at $145.76 per share.

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

W.R. Berkley Corp. (WRB)

W.R. Berkley Corp. is an insurance holding company that operates worldwide, providing commercial casualty, property, and specialty insurance products. The company conducts its business through a network of operating units that write property casualty insurance in various markets. W.R. Berkley Corp. has a market cap of $28.78 billion. The current value of Bruce Berkowitz's holding is $20.03 million. The company has an analyst price target of $82.0, and a discounted cash flow value calculated at $178.88 per share.

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

Berkshire Hathaway Inc. - Ordinary Shares - Class B (BRK.B)

Berkshire Hathaway Inc. is a diversified holding company with subsidiaries engaged in various business activities, including insurance and reinsurance, freight rail transportation, utilities and energy, manufacturing, services, and retailing. Bruce Berkowitz's position in Berkshire Hathaway Inc. is currently valued at $19.72 million. A discounted cash flow analysis suggests a value of $455.49 per share for the company.

Here's an overview of Bruce Berkowitz's trades in Berkshire Hathaway Inc.:
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