Bruce Berkowitz

Bruce Berkowitz

Last Update: 10-02-2015
Related: Fairholme Fund
Fairholme Focused Income Fund

Number of Stocks: 16
Number of New Stocks: 1

Total Value: $4,918 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Low P/E Companies in Bruce Berkowitz's Portfolio

These are the stocks in Bruce Berkowitz's Portfolio that are undervalued based on the calculation with Discounted Cash Flow model. In calcuating the intrinsic value, the tangible book value is added to the discounted future cash flow. The discounted cash flow calculation was applied to predictable companies only.


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TickerCompanyPrice( $)DCF Value ($)Discount (%)Business PredictabilitySharesValue ($1000)% Weighting as of 2015-06-30Share # Change from Last Period

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User Comments

ReplyFox10 - 9 months ago
I would like to see a proof that berkowitz sold out of fannie and freddie (and mind you, way BEFORE the infamous lamberth-ruling). As it stands, it seems that both fairholme and pershing Square chose to not list fannie and freddie in their 13f filings anymore because they are NOTT required to do so under SEC rules. That is a huge difference though, to claiming they sold out! grurufocus may wish to comment/correct its tables?
ReplyMocheng - 1 year ago
On the homepage, it said Bruce added more SHLD, but it's not showing when I clicked to view details, is there anyway to find out how many shares he added?
ReplyGurufocus - 1 year ago
"where's the fannie and freddie?"

They are in the portfolio of Fairholme Fund:
ReplyA632784 - 1 year ago
where's the fannie and freddie??????????????????
ReplyGegogego - 1 year ago
Why are Freddie Mac and Fannie Mae not listed in current holdings or recent buys?

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