Bruce Berkowitz Portfolio and Latest Trades
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| OZK | 06/30/2025 | Add 45.2% | 916,752 | +285,150 | $13.42 M | |
| BRK.B | 06/30/2025 | Reduce -0.3% | 48,597 | -120 | $58,292.4 | |
| OXY | 06/30/2025 | Add 27.3% | 69,100 | +14,800 | $621,748 | |
| JOE | 06/30/2025 | Reduce 0.0% | 20.2 M | -2,700 | $128,790 | |
| OZK | 03/31/2025 | Reduce -1.8% | 631,602 | -11,800 | $512,710.15 | |
| CNR | 03/31/2025 | New Buy | 5,000 | +5,000 | $385,500 | |
| FANG | 03/31/2025 | New Buy | 4,000 | +4,000 | $639,520 | |
| ET | 03/31/2025 | Reduce -80.5% | 166,600 | -686,300 | $12.76 M | |
| EPD | 03/31/2025 | Add 0.0% | 5.45 M | +1,500 | $51,210 | |
| OXY | 03/31/2025 | Add 503.3% | 54,300 | +45,300 | $2.24 M | |
| JOE | 03/31/2025 | Reduce -2.0% | 20.21 M | -410,600 | $19.28 M | |
| OZK | 12/31/2024 | Reduce -1.5% | 643,402 | -9,700 | $431,941.12 | |
| BRK.B | 12/31/2024 | Reduce -2.7% | 48,717 | -1,355 | $614,194.41 | |
| EOG | 12/31/2024 | New Buy | 2,000 | +2,000 | $245,160 | |
| ET | 12/31/2024 | New Buy | 852,900 | +852,900 | $16.71 M | |
| EPD | 12/31/2024 | Add 0.1% | 5.45 M | +2,500 | $78,400 | |
| OXY | 12/31/2024 | New Buy | 9,000 | +9,000 | $444,690 | |
| JOE | 12/31/2024 | Reduce -2.5% | 20.62 M | -528,600 | $23.75 M | |
| OZK | 09/30/2024 | Add 19.1% | 653,102 | +104,552 | $4.49 M | |
| WRB | 09/30/2024 | Add 39.6% | 261,450 | +74,100 | $4.2 M |
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