Bruce Berkowitz
Bruce Berkowitz runs FAIRHOLME CAPITAL MANAGEMENT LLC and currently holds 10 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $1.51B. Their top holdings are JOE, EPD, OZK, BRK-B, WRB. The top five represent 98.8% of reported portfolio weight. Bruce Berkowitz ranks #744 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Bruce Berkowitz initiated 2 new positions. They added to 5 existing positions. They trimmed 2 positions. Their current best-performing preview position is EPD with returns of +18.03%.
10 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
JOE ST JOE CO | 79.67% | $30.25 | $61.97 | +104.86% | Trimmed -1.09% |
EPD ENTERPRISE PRODS PARTNERS L | 13.63% | $24.37 | $38.68 | +58.72% | Added +0.10% |
OZK BANK OZK | 2.79% | $43.98 | $51.55 | +17.21% | Added +0.83% |
BRK-B BERKSHIRE HATHAWAY INC DEL | 1.60% | $316.86 | $509.47 | +60.79% | Added +5.08% |
WRB WR BERKLEY CORP | 1.12% | $44.53 | $75.66 | +69.91% | Trimmed -1.46% |
PGR PROGRESSIVE CORP | 0.87% | $209.61 | $220.00 | +4.96% | Added +159.38% |
KHC KRAFT HEINZ CO | 0.16% | $22.49 | $27.62 | +22.81% | New Buy |
BRK-A BERKSHIRE HATHAWAY INC DEL | 0.09% | $492,720.00 | $761,231.21 | +54.50% | Added +100.00% |
HOMB HOME BANCSHARES INC | 0.02% | $26.93 | $31.43 | +16.69% | New Buy |