FAIRHOLME CAPITAL MANAGEMENT LLC
South Miami FL · SEC CIK 0001056831
$14.90亿2026Q2 申报市值
13持仓数
99.8%前十大占比 · 第一大 76.4%
3 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BRK/B 加仓+$1,871.46万
BRK/A 加仓+$673.97万
PFE 新建仓+$556.25万
CPB 新建仓+$259.45万
UPS 新建仓+$255.85万
2026Q2 卖出最多 按季末市值估算
JOE 减仓-$6,437.11万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JOE | ST JOE CO | $11.39亿 | 76.43% | 18,182,367 | -1,027,800 | -5.4% | -$6,437.11万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2.01亿 | 13.46% | 5,455,800 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK | $4,798.80万 | 3.22% | 921,252 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,396.03万 | 2.95% | 87,852 | 37,400 | 74.1% | $1,871.46万 | 加仓 |
| WRB | WR Berkley Corp | $1,808.04万 | 1.21% | 256,350 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1,577.21万 | 1.06% | 72,200 | 5,800 | 8.7% | $126.70万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $823.74万 | 0.55% | 11 | 9 | 450.0% | $673.97万 | 加仓 |
| PFE | PFIZER INC | $556.25万 | 0.37% | 231,000 | 231,000 | — | $556.25万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $477.83万 | 0.32% | 202,300 | 97,000 | 92.1% | $229.11万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $259.45万 | 0.17% | 116,500 | 116,500 | — | $259.45万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $255.85万 | 0.17% | 23,800 | 23,800 | — | $255.85万 | 新建仓 |
| AAPL | APPLE INC | $69.45万 | 0.05% | 2,400 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $34.55万 | 0.02% | 12,100 | 0 | 0.0% | — | 不变 |