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← Bruce Berkowitz

Bruce Berkowitz's 2024Q3 portfolio

Bruce Berkowitz (Fairholme Capital) held 5 positions as of Sep 30, 2024, with the largest position at 84.5% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q3but 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 Sep 30, 2024 (5)

  1. 1JOEST Joe Co/the
    % port
    84.5%
    -0.3pp vs prior Qnow 79.7%
  2. 2EPDEnterprise Products Partners
    % port
    10.9%
    -0.5pp vs prior Qnow 13.6%
  3. 3OZKBank Ozk
    % port
    1.9%
    +0.3pp vs prior Qnow 2.8%
  4. 4BRK/BBerkshire Hathaway Inc-cl B
    % port
    1.6%
    +0.1pp vs prior Q
  5. 5WRBWR Berkley Corp
    % port
    1.0%
    +0.3pp vs prior Qnow 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.