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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 JOE ST JOE CO Real Estate 18,182,367.0 $1.14B 76.43% -1.0M -5.3% $62.63 +10.0%

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%