Fairholme Fund's Strategic Moves: A Closer Look at The St. Joe Co and Natural Resources Partners LP Addition
ByAinvest
Friday, Feb 6, 2026 5:30 pm ET1min read
OZK--
Fairholme Fund, managed by Bruce Berkowitz, recently submitted its N-PORT filing for Q4 2025, revealing strategic investment decisions. The fund added Natural Resources Partners LP, increased its stake in Bank OZK, and reduced its position in The St. Joe Co. As of Q4 2025, Fairholme Fund's portfolio included seven stocks, with top holdings in The St. Joe Co, Enterprise Products Partners LP, and Imperial Metals Corp.
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