FAIRHOLME CAPITAL MANAGEMENT LLC
South Miami FL · SEC CIK 0001056831
$15.14亿2026Q1 申报市值
10持仓数
100.0%前十大占比 · 第一大 79.7%
2 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PGR 加仓+$808.82万
KHC 新建仓+$236.82万
BRK/B 加仓+$116.92万
BRK/A 加仓+$71.81万
OZK 加仓+$34.88万
2026Q1 卖出最多 按季末市值估算
JOE 减仓-$1,333.24万
CF 清仓-$423.05万
OXY 清仓-$284.14万
ET 清仓-$274.72万
TGT 清仓-$224.82万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CF | CF INDS HLDGS INC | $0 | 0.00% | 0 | -54,700 | -100.0% | -$423.05万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -69,100 | -100.0% | -$284.14万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -166,600 | -100.0% | -$274.72万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -23,000 | -100.0% | -$224.82万 | 清仓 |
| NRP | NATURAL RESOURCE PARTNERS L | $0 | 0.00% | 0 | -12,000 | -100.0% | -$125.28万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$60.13万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$21.00万 | 清仓 |
| HOMB | HOME BANCSHARES INC | $32.59万 | 0.02% | 12,100 | 12,100 | — | $32.59万 | 新建仓 |
| AAPL | APPLE INC | $60.91万 | 0.04% | 2,400 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.09% | 2 | 1 | 100.0% | $71.81万 | 加仓 |
| KHC | KRAFT HEINZ CO | $236.82万 | 0.16% | 105,300 | 105,300 | — | $236.82万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $1,316.31万 | 0.87% | 66,400 | 40,800 | 159.4% | $808.82万 | 加仓 |
| WRB | WR BERKLEY CORP | $1,699.09万 | 1.12% | 256,350 | -3,800 | -1.5% | -$25.19万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,417.66万 | 1.60% | 50,452 | 2,440 | 5.1% | $116.92万 | 加仓 |
| OZK | BANK OZK | $4,227.63万 | 2.79% | 921,252 | 7,600 | 0.8% | $34.88万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2.06亿 | 13.63% | 5,455,800 | 5,400 | 0.1% | $20.43万 | 加仓 |
| JOE | ST JOE CO | $12.06亿 | 79.67% | 19,210,167 | -212,300 | -1.1% | -$1,333.24万 | 减仓 |