13F filing recap · Q2 2026

What did Fairholme Capital Management buy in Q2 2026?

Reported stock-position changes between this filing and the previous one. US-listed stocks across every Fairholme account, including accounts that belong to no fund below.

Stock value

$1.49B

Positions

Estimated turnover

6.9%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Fairholme Capital Management opened new positions in Pfizer, The Campbell's Company, and United Parcel Service. It trimmed its stake in The St. Joe Company slightly. The firm substantially increased its Berkshire Hathaway holdings, added to Progressive modestly, and also raised its Kraft Heinz position significantly.

New positions

PFEPfizer Inc.$5.56Mreported value+231.0K shares CPBThe Campbell'S Company$2.59Mreported value+116.5K shares UPSUnited Parcel Service, Inc$2.56Mreported value+23.8K shares

Increased positions

BRK.BBerkshire Hathaway Inc$43.96Mreported value+37.4K shares+74.1%PGRProgressive Corp/oh/$15.77Mreported value+5.8K shares+8.7%BRK.ABerkshire Hathaway Inc$8.24Mreported value+9 shares+450.0%KHCKraft Heinz Co$4.78Mreported value+97.0K shares

Reduced positions

JOEThe St. Joe Company$1.14Breported value-1.03M shares-5.4%