About Bruce Berkowitz
Bruce Berkowitz is the founder and Chief Investment Officer of Fairholme Capital Management. He gained fame for his successful concentrated bets during and after the 2008 financial crisis, earning Morningstar's "Domestic-Stock Fund Manager of the Decade" award in 2010. Berkowitz is known for his deep research and high-conviction investment style, often taking activist stances in the companies he owns.
Bruce Berkowitz Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 20.2 M | $963.74 M | 78.54% | >10 Years | -0.01% | ||
| 5.45 M | $169.02 M | 13.77% | 4.5 Years | 0.00% | ||
| 916,752 | $43.14 M | 3.52% | 1.7 Years | +45.15% | ||
| 48,597 | $23.61 M | 1.92% | 6.7 Years | -0.25% | ||
| 261,450 | $19.21 M | 1.57% | 2 Years | 0.00% | ||
| 166,600 | $3.02 M | 0.25% | 0.5 Years | 0.00% | ||
| 69,100 | $2.9 M | 0.24% | 0.5 Years | +27.26% | ||
| 1 | $728,800 | 0.06% | 5 Years | 0.00% | ||
| 4,000 | $549,600 | 0.04% | New Buy | 0.00% | ||
| 2,400 | $495,204 | 0.04% | 4.7 Years | 0.00% |
Recent Moves
Added to Core Holding
+285,150 Shares | +$13.42 M Value
Largest position increase in Financials sector
2025 Q2
Reduced Exposure to Position
-2,700 Shares | -$128,790 Value
Reduced exposure to Real Estate
2025 Q2
Added to Core Holding
+14,800 Shares | +$621,748 Value
Modest increase in Energy
2025 Q2
Reduced Exposure to Position
-120 Shares | -$58,292.4 Value
Reduced exposure to Financials
2025 Q2
Bruce Berkowitz's Historical Top Holdings Breakdown
Portfolio Date:
Bruce Berkowitz Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | Add 45.2% | 916,752 | 285,150 | $13.42 M | ||
| 06/30/2025 | Add 27.3% | 69,100 | 14,800 | $621,748 | ||
| 06/30/2025 | Reduce 0.0% | 20.2 M | -2,700 | $128,790 | ||
| 06/30/2025 | Reduce -0.3% | 48,597 | -120 | $58,292.4 | ||
| 03/31/2025 | Reduce -2.0% | 20.21 M | -410,600 | $19.28 M | ||
| 03/31/2025 | Reduce -80.5% | 166,600 | -686,300 | $12.76 M | ||
| 03/31/2025 | Add 503.3% | 54,300 | 45,300 | $2.24 M | ||
| 03/31/2025 | New Buy | 4,000 | 4,000 | $639,520 | ||
| 03/31/2025 | Reduce -1.8% | 631,602 | -11,800 | $512,710.15 | ||
| 03/31/2025 | New Buy | 5,000 | 5,000 | $385,500 |