Bruce Berkowitz's Strategic Moves: Fairholme Fund Boosts Bank OZK with 45.15% Increase in Shares

Bruce Berkowitz's Fairholme Fund recently submitted its Q2 2025 N-PORT filing, revealing significant investment moves. Berkowitz increased stakes in Bank OZK (45.15% increase) and Occidental Petroleum Corp (27.26% increase), and reduced positions in Berkshire Hathaway Inc and The St. Joe Co. The fund's portfolio includes 12 stocks, with top holdings in The St. Joe Co, Enterprise Products Partners LP, Bank OZK, Berkshire Hathaway Inc, and WR Berkley Corp.

Bruce Berkowitz's Fairholme Fund recently submitted its Q2 2025 N-PORT filing, offering insights into the fund's significant investment moves. The filing revealed that Berkowitz increased stakes in Bank OZK by 45.15% and in Occidental Petroleum Corp by 27.26%. Conversely, the fund reduced positions in Berkshire Hathaway Inc and The St. Joe Co. The fund's portfolio comprises 12 stocks, with top holdings in The St. Joe Co, Enterprise Products Partners LP, Bank OZK, Berkshire Hathaway Inc, and WR Berkley Corp [1].

The filing provides a snapshot of the fund's strategic shifts, highlighting the manager's focus on specific sectors and companies. The increase in Bank OZK and Occidental Petroleum Corp suggests a bullish view on these companies' prospects, while the reduction in Berkshire Hathaway Inc and The St. Joe Co indicates a potential reassessment of their long-term potential. The fund's portfolio diversity, with a mix of energy, financials, and real estate sectors, reflects a balanced approach to risk management.

The Fairholme Fund's Q2 2025 N-PORT filing underscores the importance of staying informed about fund managers' investment strategies. Understanding the rationale behind these moves can provide valuable insights for investors and financial professionals. As the investment landscape continues to evolve, such filings offer a window into the minds of seasoned managers, helping investors make more informed decisions.

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