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Bruce Berkowitz

Bruce Berkowitz

Last Update: 2013-05-15

Number of Stocks: 21
Number of New Stocks: 3

Total Value: $7,860 Mil
Q/Q Turnover: 6%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $299/year. 7-Day FREE TRIAL

Bruce Berkowitz Latest Trades :



TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
BP BP p.l.c. 2010-06-30 Buy 2.61%$27.02 - $60.57
($45.52)
$ 43.73-4%New holding, 9435900 sh.9,435,900
BAC Bank of America Corp... 2010-06-30 Add2.04%$14.57 - $19.48
($16.73)
$ 13.21-21%Add 37.61%54,092,500
MBI MBIA Inc. 2010-06-30 Buy 1.22%$5.67 - $10.55
($7.69)
$ 14.892%New holding, 22736200 sh.22,736,200
BRK.B Berkshire Hathaway I... 2010-06-30 Add0.96%$70.04 - $81.9
($76.75)
$ 111.2945%Add 33.3%5,015,900
C Citigroup Inc. 2010-06-30 Add0.36%$36.3 - $49.7
($41.5)
$ 50.5322%Add 4.34%237,323,200
BRK.A Berkshire Hathaway I... 2010-06-30 Add0.31%$104950 - $122420
($115046)
$ 16698045%Add 7.19%3,966
HTZ Hertz Global Holding... 2010-06-30 Reduce-1.27%$9.41 - $14.75
($11.52)
$ 25.26119%Reduce -48.51%28,926,400
CMCSK Comcast Corp. Specia... 2010-06-30 Reduce-0.6%$16.0275 - $19.33
($17.43)
$ 39.97129%Reduce -23.17%16,294,100
CMCSA Comcast Corp. 2010-06-30 Reduce-0.02%$16.77 - $20.39
($18.32)
$ 41.82128%Reduce -98.46%139,018
BAC Bank of America Corp... 2010-03-31 Buy 6.69%$14.45 - $18.04
($16.17)
$ 13.21-18%New holding, 39309900 sh.39,309,900
AIG American Internation... 2010-03-31 Buy 4.89%$22.16 - $36.24
($28.66)
$ 44.5355%New holding, 15038100 sh.15,038,100
RF Regions Financial Co... 2010-03-31 Add2.43%$5.29 - $7.85
($6.66)
$ 8.9935%Add 74.84%75,815,514
CMCSK Comcast Corp. Specia... 2010-03-31 Add1.14%$14.48 - $17.88
($15.9)
$ 39.97151%Add 46.05%21,208,100
C Citigroup Inc. 2010-03-31 Add0.49%$31.5 - $43.1
($35.6)
$ 50.5342%Add 5.94%227,460,600
RRR RSC Holdings Inc. 2010-03-31 Add0.27%$6.52 - $7.91
($7.28)
$ 23.72226%Add 32.62%14,340,700
BMY BristolMyers Squibb ... 2010-03-31 Sold Out $23.89 - $27
($25.09)
$ 4787%Sold Out0
DJCO Daily Journal Corp. 2010-03-31 Reduce$59.2 - $69.71
($64.85)
$ 110.6771%Reduce -26.59%12,150
PWE Penn West Energy Tru... 2010-03-31 Sold Out $16.43 - $21.64
($19.23)
$ 9.86-49%Sold Out0
WLP WellPoint Inc. 2010-03-31 Sold Out -4.44%$58.29 - $68.06
($62.61)
$ 77.9824%Sold Out0
FRX Forest Laboratories ... 2010-03-31 Sold Out -4.42%$28.76 - $32.46
($30.51)
$ 39.5330%Sold Out0
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Bruce Berkowitz's Profile:

Bruce Berkowitz is the founder and the Managing Member of the Fairholme Fund. Prior to forming Fairholme Capital Management, Mr. Berkowitz was a Managing Director of Smith Barney, Inc. from December of 1993 to October of 1997.



Bruce Berkowitz's Performance:

Average Annual Return of Fairholme Fund
5 Yrs 10 Yrs Since Inception
2.4% 10% 11.2%
» More Profile & Performance

Bruce Berkowitz's Current Portfolio:

Ticker Shares Value ($1000)
AIG85,900,0773,334,640
BAC100,589,2151,225,180
SHLD19,508,773974,853
JOE25,035,855532,012
LUK18,770,478514,874
AIG.WS24,315,718369,599
MBI31,425,820322,743
CHK13,373,700272,957
BRK.B1,530,975159,528
BAC.WS.A9,904,42856,455
» More Current Portfolio

Bruce Berkowitz's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 64.3% 64.3%
Consumer Cyclical 12.4% 12.4%
Real Estate 6.8% 6.8%
Technology 6.6% 6.6%
Energy 3.9% 3.9%
» More Sector Weightings

Bruce Berkowitz's News:

» More Related News


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