High-Conviction ValueAs of 2026-06-30
Bruce Berkowitz
Fairholme Capital Management LLC
Founder of Fairholme Capital. Famous for high-conviction investing in a small number of positions, selected as Morningstar Fund Manager of the Year in 2010.
$1.49BAUM
11Holdings
2026-06-30 Summary
3개 종목 신규 매수 (PFE, CPB, UPS) · 2개 종목 추가 매수 (KHC, PGR) · 1개 비중 축소 · Top holding: JOE 76.4%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-06-30 기준New Buy3
PFEPFIZER INC$5.56M0.4%
CPBTHE CAMPBELLS COMPANY$2.59M0.2%
UPSUNITED PARCEL SVCS INC$2.56M0.2%Sold / Exited1
JOEST JOE CO$1.14B76.4%Holdings
11 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 | JOEST JOE CO | 76.43% | 18,182,367 | $1.14B | -5.35% | Partial Sell |
| 2 |  EPDENTERPRISE PRODS PARTNERS L | 13.46% | 5,455,800 | $200.56M | +0.00% | No Change |
| 3 |  OZKBANK OZK | 3.22% | 921,252 | $47.99M | +0.00% | No Change |
| 4 |  WRBWR Berkley Corp | 1.21% | 256,350 | $18.08M | +0.00% | No Change |
| 5 |  PGRPROGRESSIVE CORP | 1.06% | 72,200 | $15.77M | +8.73% | Added |
| 6 | PFEPFIZER INC | 0.37% | 231,000 | $5.56M | - | New Position |
| 7 |  KHCKRAFT HEINZ CO | 0.32% | 202,300 | $4.78M | +92.12% | Added |
| 8 | CPBTHE CAMPBELLS COMPANY | 0.17% | 116,500 | $2.59M | - | New Position |
| 9 | UPSUNITED PARCEL SVCS INC | 0.17% | 23,800 | $2.56M | - | New Position |
| 10 |  AAPLAPPLE INC | 0.05% | 2,400 | $694,464 | +0.00% | No Change |
FAQ
Need Deeper Analysis?
Track Bruce Berkowitz's portfolio changes in real-time,
compare gurus head-to-head, and analyze performance vs S&P 500 with Premium.