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Fairholme Focused Income Fund
Portfolio: Top Holdings & Stock Picks

Fairholme Capital Management LLC

Value Investing Contrarian Investing Concentrated Investing

Fairholme Focused Income Fund (Fairholme Capital Management LLC) disclosed 12 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $1.24 B billion and a turnover rate of 2.5%.

Portfolio Value
$1.24 B
Total Holdings
12
Latest Filing
Q3 2025
Nov 14, 2025
Turnover Rate
2.52%

Fairholme Focused Income Fund Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
JOE
19.58 M $968.74 M 78.19% >10 Years -3.10%
EPD
5.45 M $170.43 M 13.76% 4.3 Years 0.00%
OZK
915,652 $46.68 M 3.77% 2 Years -0.12%
48,437 $24.35 M 1.97% 6.5 Years -0.33%
WRB
261,450 $20.03 M 1.62% 2.3 Years 0.00%
OXY
69,100 $3.26 M 0.26% 0.75 Years 0.00%
ET
166,600 $2.86 M 0.23% 0.75 Years 0.00%
1 $754,200 0.06% 5.3 Years 0.00%
2,400 $611,112 0.05% 5 Years 0.00%
4,000 $572,400 0.05% 0.5 Years 0.00%

Recent Moves

Reduced Exposure to Position
-625,800 Shares | -$30.96 M Value
Significant reduction in holdings of Real Estate
Q3 2025
Reduced Exposure to Position
-160 Shares | -$80,438.4 Value
Reduced exposure to Financials
Q3 2025

Fairholme Focused Income Fund's Historical Top Holdings Breakdown

Portfolio Date:

Fairholme Focused Income Fund Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
JOE
09/30/2025 Reduce -3.1% 19.58 M -625,800 $30.96 M
09/30/2025 Reduce -0.3% 48,437 -160 $80,438.4
OZK
09/30/2025 Reduce -0.1% 915,652 -1,100 $56,078.01
OZK
06/30/2025 Add 45.2% 916,752 285,150 $13.42 M
OXY
06/30/2025 Add 27.3% 69,100 14,800 $621,748
JOE
06/30/2025 Reduce 0.0% 20.2 M -2,700 $128,790
06/30/2025 Reduce -0.3% 48,597 -120 $58,292.4
JOE
03/31/2025 Reduce -2.0% 20.21 M -410,600 $19.28 M
ET
03/31/2025 Reduce -80.5% 166,600 -686,300 $12.76 M
OXY
03/31/2025 Add 503.3% 54,300 45,300 $2.24 M

Fairholme Focused Income Fund's Sector Breakdowns

Portfolio Date:

About Fairholme Focused Income Fund

The Fairholme Focused Income Fund is a mutual fund managed by Fairholme Capital Management, led by founder Bruce Berkowitz. While part of the same family as the flagship Fairholme Fund, this fund specifically targets income-producing securities. It employs the same concentrated, research-intensive, and often contrarian approach that Berkowitz is known for, but with a focus on credit rather than just equity.

Frequently Asked Questions

As of 2025-09-30, Fairholme Focused Income Fund holds 12 stocks. Top positions include JOE, EPD, OZK, BRK.B, WRB. For full portfolio details, please visit Fairholme Focused Income Fund’s portfolio.

Fairholme Focused Income Fund did not initiate any new positions in the latest quarter.

According to the 13F filing for Q3 2025, There is no available data showing what Fairholme Focused Income Fund is buying.

Fairholme Focused Income Fund’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.