Bruce Berkowitz's OZK Position Overview
Bruce Berkowitz (via Fairholme Capital Management LLC) currently holds 913,652 shares of Bank OZK (OZK) worth $42.05 M, representing 2.93% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Bruce Berkowitz has maintained a strategic position in OZK, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 285,150 shares. Largest reduction occurred in Q4 2023, reducing 96,300 shares.
Analysis based on 13F filings available since 2013 Q2
Bruce Berkowitz's Bank OZK (OZK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bank OZK (OZK) Trades by Bruce Berkowitz
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2,000 | Reduce 0.22% | 913,652 | $46.02 |
| Q3 2025 | -1,100 | Reduce 0.12% | 915,652 | $50.98 |
| Q2 2025 | +285,150 | Add 45.15% | 916,752 | $47.06 |
| Q1 2025 | -11,800 | Reduce 1.83% | 631,602 | $43.45 |
| Q4 2024 | -9,700 | Reduce 1.49% | 643,402 | $44.53 |
| Q3 2024 | +104,552 | Add 19.06% | 653,102 | $42.99 |
| Q2 2024 | +224,050 | Add 69.04% | 548,550 | $41.00 |
| Q1 2024 | +273,300 | Add 533.79% | 324,500 | $45.46 |
| Q4 2023 | -96,300 | Reduce 65.29% | 51,200 | $49.83 |
| Q3 2023 | +147,500 | New Buy | 147,500 | $37.07 |
Bruce Berkowitz's Bank OZK Investment FAQs
Bruce Berkowitz first purchased Bank OZK (OZK) in Q3 2023, acquiring 147,500 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 Bank OZK (OZK) for 10 quarters since Q3 2023.
Bruce Berkowitz's largest addition to Bank OZK (OZK) was in Q2 2025, adding 916,752 shares worth $43.14 M.
According to the latest 13F filing for Q4 2025, Bruce Berkowitz's firm, Fairholme Capital Management LLC, owns 913,652 shares of Bank OZK (OZK), valued at approximately $42.05 M.
As of the Q4 2025 filing, Bank OZK (OZK) represents approximately 2.93% of Bruce Berkowitz's publicly disclosed stock portfolio, making it one of their key holdings.
Bruce Berkowitz's peak holding in Bank OZK (OZK) was 916,752 shares, as reported at the end of Q2 2025.