Bruce Berkowitz's top holdings (August 2025) include St. Joe Co. (JOE), a real estate development company focused on Florida's Gulf Coast.

Bruce Berkowitz is the founder and managing member of Fairholme Capital Management, an investment firm known for its focused, value-oriented approach. His firm concentrates on a select number of companies, often those overlooked or misunderstood by the broader market, seeking long-term opportunities.

St. Joe Co. (JOE)

St. Joe Co. is a real estate development and asset management company primarily operating in Northwest Florida. The company is involved in developing residential communities, commercial properties, and various resorts. The company has a market capitalization of $2.96 billion, and Bruce Berkowitz's position is currently valued at $1.02 billion. Its 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 prominent midstream energy company. It primarily focuses on the transportation, storage, and processing of natural gas, natural gas liquids (NGLs), crude oil, and petrochemicals across North America. With a market cap of $68.43 billion, Enterprise Products Partners L P features in Berkowitz's portfolio with a current holding worth $168.91 million. Analysts have set a price target of $38.0 for the company, while its discounted cash flow valuation stands 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 regional bank, providing a wide array of retail and commercial banking services. It is particularly recognized for its Real Estate Specialties Group, which offers financing solutions for large-scale commercial real estate projects. Bank OZK's market capitalization is $5.84 billion, and the current value of Bruce Berkowitz's position in the bank is $31.14 million. The company's discounted cash flow analysis indicates a value of $145.77 per share.
Here's an overview of Bruce Berkowitz's trades in Bank OZK:

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

Berkshire Hathaway Inc. is a diversified holding company that owns a wide range of subsidiaries engaged in various business activities. These operations span across sectors including insurance, manufacturing, freight rail transportation, and retail. This holding in Bruce Berkowitz's portfolio is currently worth $19.77 million. A discounted cash flow analysis for Berkshire Hathaway suggests a value of $455.49 per share.
Here's an overview of Bruce Berkowitz's trades in Berkshire Hathaway Inc. - Ordinary Shares - Class B: [STOCKCIRCLE_EMBED_PLACEHOLDER_BRK.B]

W.R. Berkley Corp. (WRB)

W.R. Berkley Corp. is an insurance holding company that primarily underwrites property casualty insurance products and services. The company operates globally through its numerous subsidiaries. W.R. Berkley Corp. has a market capitalization of $26.17 billion, with Bruce Berkowitz's investment currently valued at $17.99 million. Analysts have projected a price target of $70.0 for W.R. Berkley Corp., and its discounted cash flow model suggests a per-share value of $178.88.
Here's an overview of Bruce Berkowitz's trades in W.R. Berkley Corp.: