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Portfolio (Quarterly) Guide ↗

FAIRHOLME CAPITAL MANAGEMENT LLC

· CIK 0001056831
13F Portfolio $1.5B AUM 13 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 Q3 2025 · All 3 New 4 Added 1 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 87,852.0 $44.0M 2.95% +37K +74.1% $500.39
2 PGR PROGRESSIVE CORP Financial Services 72,200.0 $15.8M 1.06% +6K +8.7% $218.45 +0.4%
3 BERKSHIRE HATHAWAY INC DEL 11.0 $8.2M 0.55% +9.0 +450.0% $748850.00
4 KHC KRAFT HEINZ CO Consumer Defensive 202,300.0 $4.8M 0.32% +97K +92.1% $23.62 +8.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 92.0%
Financial Services 6.6%
Consumer Defensive 0.6%
Healthcare 0.4%
Industrials 0.2%
Technology 0.1%