Bruce Berkowitz OZK Holdings History
Number of Shares
921,252.00
Current Holdings Value*
$47.99 Mil
% of Portfolio
3.22%
Total Estimate Gain
$4.01 Mil
% of Total Estimate Gain
8.86%
Bruce Berkowitz's Bank OZK Holding Summary
As of 2026-06-30, Fairholme Capital Management held 921,252.00 shares of Bank OZK(OZK), totaling $47.99 Mil. This investment constitutes 3.22% of their stock portfolio, and Fairholme Capital Management now holds 0.84% of the outstanding Bank OZK(OZK) stock.
The initial trade took place in 2023Q3. And since then Bruce Berkowitz has made 6 purchases of OZK, at an average price of $43.41, for a total of 1.04 Mil shares. In addition, there have been 5 sales at an average price of $42.35 for 120,900.00 shares. Based on historical transaction data and OZK's current price of $47.90, Bruce Berkowitz's estimated gain on his OZK holdings is $4.01 Mil, reflecting a 8.86% gain to date.
Bruce Berkowitz OZK ($47.90) Holding Chart
Bruce Berkowitz OZK ($47.90) 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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