Bruce Berkowitz

Bruce Berkowitz

Last Update: 03-23-2018
Related: Fairholme Fund
Fairholme Focused Income Fund

Number of Stocks: 5
Number of New Stocks: 0

Total Value: $726 Mil
Q/Q Turnover: 2%

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

Bruce Berkowitz's Portfolio

This page shows the Portfolio Holdings of Bruce Berkowitz at Fairholme Capital Management. It tells us what Bruce Berkowitz holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2017-12-31
Number of Stocks: 5
Total value: 726 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Real Estate 87.6% 87.6% -2.5% 19.9044585987% 17.5159235669% 2.2%
Consumer Cyclical 12.2% 12.2% -3.6% 28.6624203822%
ETF, options, preferred 0.2% 0.2%
Consumer Defensive 0.2% 0.2%

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Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
JOE The St. Joe CoReal Estate Services1,17327,897,499503,55069.36%+3.31%+2.23%42.83-0.83%-0.28%
SHLD.WS Sears Holdings CorpRetail - Apparel & Specialty05,830,9682,0410.28%000.00
LUK Leucadia National CorpConsumer Packaged Goods8,72366,0001,7480.24%000.02-11.29%-7.44%
SRG Seritage Growth PropertiesREITs2,0063,273,398132,44218.24%-13.10%-2.51%5.79-16.51%-11.74%
SHLD Sears Holdings CorpRetail - Apparel & Specialty35024,084,30186,22211.88%-15.52%-3.56%22.31-4.99%-9.50%
Premium Portfolio changes after 2017-12-31 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.

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