Bruce Berkowitz OZK Holdings History

Number of Shares
631,602.00
Current Holdings Value*
$27.44 Mil
% of Portfolio
2.26%
Total Estimate Gain
$2.46 Mil
% of Total Estimate Gain
7.59%

Bruce Berkowitz's Bank OZK Holding Summary

As of 2025-03-31, Fairholme Capital Management held 631,602.00 shares of Bank OZK(OZK), totaling $27.44 Mil. This investment constitutes 2.26% of their stock portfolio, and Fairholme Capital Management now holds 0.56% of the outstanding Bank OZK(OZK) stock.

The initial trade took place in 2023Q3. And since then Bruce Berkowitz has made 4 purchases of OZK, at an average price of $43.25, for a total of 749,402.00 shares. In addition, there have been 3 sales at an average price of $42.20 for 117,800.00 shares. Based on historical transaction data and OZK's current price of $47.34, Bruce Berkowitz's estimated gain on his OZK holdings is $2.46 Mil, reflecting a 7.59% gain to date.

Bruce Berkowitz OZK ($47.34) Holding Chart

Bruce Berkowitz OZK ($47.34) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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