13F
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FAIRHOLME CAPITAL MANAGEMENT LLC

13F equity value
$1.5B
Positions
10
Top 10 concentration
100.0%
Quarters / total new picks
16 / 41
13F equity value over time
$0M$861M$2B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 16 quarters, returned +2.6% per quarter — versus +2.7% per quarter from simply owning every 13F stock. It beat that baseline in only 37.5% of quarters (excess t = 0.85, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+4.9%
t-stat
0.85
Quarterly win rate
38%
Annualized excess
-0.4%
$1 → follow vs universe
$1.40 vs $1.42
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920190930: universe 1.03120200331: universe 1.24320200930: universe 1.52420201231: universe 1.59420210331: universe 1.60820210630: universe 1.73720210930: universe 1.55920211231: universe 1.32620220630: universe 1.22920230630: universe 1.18520230930: universe 1.34520241231: universe 1.25520250331: universe 1.36820251231: universe 1.415 20180331: follow 1.02020180630: follow 0.93720190930: follow 0.82920200331: follow 0.91820200930: follow 1.06520201231: follow 1.30120210331: follow 1.30520210630: follow 1.23920210930: follow 1.38220211231: follow 1.29020220630: follow 1.23220230630: follow 1.33320230930: follow 1.40720241231: follow 1.23020250331: follow 1.23620251231: follow 1.397 0.76 1.32 1.88 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 10 holdings of 10 · 2026 Q1

Ticker Value Weight QoQ
JOE $1.2B
79.7%
HOLD
EPD $206M
13.6%
HOLD
OZK $42M
2.8%
HOLD
BRK/B $24M
1.6%
ADD
WRB $17M
1.1%
HOLD
PGR $13M
0.9%
ADD
KHC $2M
0.2%
NEW
BRK/A $1M
0.1%
ADD
AAPL $609096
0.0%
HOLD
HOMB $325853
0.0%
NEW

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.