This article is part of a series that provides an ongoing analysis of the changes made to Fairholme’s 13F stock portfolio on a quarterly basis. It is based on Fairholme’s regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Bruce Berkowitz's Fairholme Fund Holdings article for an idea on how his holdings have progressed over the years and our previous update for the fund’s moves during Q1 2020.
Berkowitz’s 13F stock portfolio value increased ~17% from $510M to $598M this quarter. The 13F portfolio currently has most of the assets invested in St. Joe