Bruce Berkowitz, a renowned investor with a focus on value investing, holds a meticulously curated investment portfolio displaying preference for steady growth and reliable returns. The St. Joe Co., a key holding, indicates his bet on real estate development potential in Florida's Panhandle region. Moving to the energy sector, Enterprise Products Partners L P - Unit represents Berkowitz's stake in a resilient midstream oil and gas entity known for its strong dividend history. His inclusion of Berkshire Hathaway Inc. - Ordinary Shares - Class B underlines an appreciation for Warren Buffett's conglomerate, driven by diverse holdings and consistent performance.
In the insurance industry, W.R. Berkley Corp. showcases Berkowitz's penchant for well-managed, specialty insurance firms that carry low risk but offer stable rewards. Lastly, Bank OZK highlights confidence in regional banking excellence, chosen for its robust loan portfolio and impressive management record within the financial services domain. Together, these top five stock investments reflect Bruce Berkowitz’s strategic approach towards a balance between established enterprises and sectors poised for sustained prosperity, which potentially appeals to investors aiming for long-standing wealth accumulation.
Q2 2024
Sold 4.4% shares
Sold 4.4% in Q2 2024
Q2 2024
Increased shares by 0.0%
Added 0.0% in Q2 2024
Q2 2024
Increased shares by 69.0%
Added 69.0% in Q2 2024
Q2 2024
Increased shares by 2.0%
Added 2.0% in Q2 2024
Q2 2024
Sold 1.3% shares
Sold 1.3% in Q2 2024
Q2 2020
New holding
New holding in Q2 2020
Q3 2023
Sold 43.7% shares
Sold 43.7% in Q3 2023
Q1 2021
Sold -484 Thousand shares
Sold 100% in Q1 2021
Q2 2018
Sold -1.6 Million shares
Sold 100% in Q2 2018
Q2 2015
Sold -144 Thousand shares
Sold 100% in Q2 2015
Q3 2023
Sold -61.7 Thousand shares
Sold 100% in Q3 2023
Q4 2023
Sold -103 Thousand shares
Sold 100% in Q4 2023
Q1 2021
Sold -96.7 Thousand shares
Sold 100% in Q1 2021
Q2 2021
Sold -76.9 Thousand shares
Sold 100% in Q2 2021
Q3 2023
Sold -269 Thousand shares
Sold 100% in Q3 2023
Q3 2023
Sold -129 Thousand shares
Sold 100% in Q3 2023
Q1 2016
Sold -5.63 Million shares
Sold 100% in Q1 2016
Q2 2016
Sold -6.78 Million shares
Sold 100% in Q2 2016
Q3 2017
Sold -21.6 Million shares
Sold 100% in Q3 2017
Q3 2018
Sold -280 Thousand shares
Sold 100% in Q3 2018
Q4 2018
Sold -14.1 Million shares
Sold 100% in Q4 2018
Q4 2018
Sold -291 Thousand shares
Sold 100% in Q4 2018
Q1 2019
Sold -19.5 Thousand shares
Sold 100% in Q1 2019
Q1 2021
Sold -951 Thousand shares
Sold 100% in Q1 2021
Q1 2021
Sold -54.2 Thousand shares
Sold 100% in Q1 2021
Q1 2021
Sold -14.1 Thousand shares
Sold 100% in Q1 2021
Q3 2023
Sold -258 Thousand shares
Sold 100% in Q3 2023
Q1 2021
Sold -213 Thousand shares
Sold 100% in Q1 2021
Q4 2021
Sold -20 Thousand shares
Sold 100% in Q4 2021
Q1 2016
Sold -272 Thousand shares
Sold 100% in Q1 2016
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