Current Value of Holding

$45.9M

Shares

921k

% of Portfolio

2.95%

Average Buy Price

$43.4

Avg closing price
Price range

11 Bruce Berkowitz Bank OZK Trades

Bruce Berkowitz's position in Bank OZK is currently worth $45.9M. That's 2.95% of their equity portfolio (3rd largest holding). The first Bank OZK trade was made in Q3 2023. Since then Bruce Berkowitz bought shares five more times and sold shares on five occasions. The stake costed the investor $40M, netting the investor a gain of 15% so far.

Avg closing price
Price range
Increased shares by 0.8% (+7.6k shares) Q1 2026
Avg closing price $46.90
Price range $43.40 - $51.39
Sold 0.2% shares (-2k shares) Q4 2025
Avg closing price $46.77
Price range $42.64 - $52.03
Sold 0.1% shares (-1.1k shares) Q3 2025
Avg closing price $51.10
Price range $47.40 - $53.14
Increased shares by 45.1% (+285k shares) Q2 2025
Avg closing price $43.74
Price range $37.58 - $47.34
Sold 1.8% shares (-11.8k shares) Q1 2025
Avg closing price $47.35
Price range $41.71 - $53.10
Sold 1.5% shares (-9.7k shares) Q4 2024
Avg closing price $45.77
Price range $41.39 - $50.55
Increased shares by 19.1% (+105k shares) Q3 2024
Avg closing price $42.56
Price range $39.66 - $47.08
Increased shares by 69.0% (+224k shares) Q2 2024
Avg closing price $43.51
Price range $37.85 - $49.21
Increased shares by 533.8% (+273k shares) Q1 2024
Avg closing price $44.77
Price range $41.60 - $49.75
Sold 65.3% shares (-96.3k shares) Q4 2023
Avg closing price $41.21
Price range $35.16 - $51.61
New holding (+148k shares) Q3 2023
Avg closing price $40.51
Price range $36.30 - $44.67

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