Fairholme Capital Management Q4 2020 13F Holdings

Fairholme Capital Management Q4 2020 holdings
TickerName ValueShares↓ Weighting
JOE ST JOE COReduce  $1,121,969
105.7%
26,430,357
-0.1%
90.79%
8.6%
BAC BK OF AMERICA CORPAdd  $14,655
80.3%
483,500
43.3%
1.19%
-4.8%
BRKB BERKSHIRE HATHAWAY INC...cl b newReduce  $13,785
-79.6%
59,450
-81.2%
1.12%
-89.2%
CNQ CANADIAN NAT RES LTDAdd  $11,431
145.8%
475,300
63.6%
0.93%
29.8%
T AT&T INCAdd  $11,179
70.9%
388,700
69.4%
0.90%
-9.8%
KMI KINDER MORGAN INC DELAdd  $8,639
256.4%
632,000
221.5%
0.70%
88.2%
CINF CINCINNATI FINL CORPNew  $8,44996,7000.68%
ENB ENBRIDGE INCNew  $8,218256,9000.67%
WES WESTERN MIDSTREAM PART...Add  $7,692
78.1%
556,600
3.1%
0.62%
-6.0%
CVS CVS HEALTH CORPNew  $7,588111,1000.61%
ORI OLD REP INTL CORPNew  $7,472379,1000.60%
ET ENERGY TRANSFER LPAdd  $4,841
245.8%
783,300
203.3%
0.39%
82.6%
MO ALTRIA GROUP INCNew  $2,22254,2000.18%
EPD ENTERPRISE PRODS PARTN...New  $1,86195,0000.15%
PAA PLAINS ALL AMERN PIPEL...unit ltd partnNew  $1,755213,0000.14%
MMP MAGELLAN MIDSTREAM PRT...New  $1,73640,9000.14%
PM PHILIP MORRIS INTL INCNew  $1,16714,1000.09%
AAPL APPLE INC  $565
14.6%
4,2600.0%0.05%
-39.5%
BRKA BERKSHIRE HATHAWAY INC...cl a  $348
8.8%
10.0%0.03%
-42.6%
OXYWS OCCIDENTAL PETE CORP*w exp 08/03/202  $198
127.6%
29,1020.0%0.02%
20.2%
SPG SIMON PPTY GROUP INC NEWSold out  $0-52,200-0.52%
KHC KRAFT HEINZ COSold out  $0-266,300-1.22%