Bruce Berkowitz’s ET Holdings & Trades

First Buy
Q3 2020
Duration Held
21 Quarters
Largest Add
Q4 2024
+852,900 shares
Current Position
166,600 shares
$2.86 M value

Bruce Berkowitz's ET Position Overview

Bruce Berkowitz (via Fairholme Capital Management LLC) currently holds 166.6K shares of Energy Transfer LP (ET) worth $2.86 M, representing 0.23% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 21 quarters.

Based on 13F filings, Bruce Berkowitz has maintained a strategic position in ET, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 584.2K shares. Largest reduction occurred in Q1 2025, reducing 686.3K shares.

Analysis based on 13F filings available since 2013 Q2

Bruce Berkowitz's Energy Transfer (ET) Holding Value Over Time

Track share changes against reported price movement

Quarterly Energy Transfer (ET) Trades by Bruce Berkowitz

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2020 +258,300 New Buy 258,300 $5.42
Q4 2020 +525,000 Add 203.25% 783,300 $6.18
Q1 2021 +245,900 Add 31.39% 1.03 M $7.68
Q3 2021 +460,000 Add 44.69% 1.49 M $9.58
Q4 2021 +18,500 Add 1.24% 1.51 M $8.23
Q1 2022 -663,500 Reduce 44.01% 844,200 $11.19
Q2 2022 -575,500 Reduce 68.17% 268,700 $9.98
Q3 2023 -268,700 Sold Out 268,700 $0.00
Q4 2024 +852,900 New Buy 852,900 $19.59
Q1 2025 -686,300 Reduce 80.47% 166,600 $18.59

Bruce Berkowitz's Energy Transfer Investment FAQs

Bruce Berkowitz first purchased Energy Transfer LP (ET) in Q3 2020, acquiring 258,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Bruce Berkowitz has held Energy Transfer LP (ET) for 21 quarters since Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Bruce Berkowitz's largest addition to Energy Transfer LP (ET) was in Q4 2024, adding 852,900 shares worth $16.71 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Bruce Berkowitz's firm, Fairholme Capital Management LLC, owns 166,600 shares of Energy Transfer LP (ET), valued at approximately $2.86 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Energy Transfer LP (ET) represents approximately 0.23% of Bruce Berkowitz's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Bruce Berkowitz's peak holding in Energy Transfer LP (ET) was 1,507,700 shares, as reported at the end of Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.