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← Bruce Berkowitz

Bruce Berkowitz's 2024Q2 portfolio

Bruce Berkowitz (Fairholme Capital) held 5 positions as of Jun 30, 2024, with the largest position at 84.8% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2024 (5)

  1. 1JOEST Joe Co/the
    % port
    84.8%
    -1.6pp vs prior Qnow 79.7%
  2. 2EPDEnterprise Products Partners
    % port
    11.4%
    +0.9pp vs prior Qnow 13.6%
  3. 3OZKBank Ozk
    % port
    1.6%
    +0.6pp vs prior Qnow 2.8%
  4. 4BRK/BBerkshire Hathaway Inc-cl B
    % port
    1.5%
    +0.1pp vs prior Qnow 1.6%
  5. 5WRBWR Berkley Corp
    % port
    0.7%
    now 1.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.