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.
Q4 2023
Sold 0.1% shares
Sold 0.1% in Q4 2023
Q4 2023
Increased shares by 2.8%
Added 2.8% in Q4 2023
Q4 2023
Increased shares by 139.8%
Added 139.8% in Q4 2023
Q4 2023
Sold 1.2% shares
Sold 1.2% in Q4 2023
Q4 2023
Sold 65.3% shares
Sold 65.3% in Q4 2023
Q2 2020
New holding
New holding in Q2 2020
Q3 2023
Sold 43.7% shares
Sold 43.7% in Q3 2023
Q2 2018
Sold -1.6 Million shares
Sold 100% in Q2 2018
Q1 2016
Sold -5.63 Million shares
Sold 100% in Q1 2016
Q3 2014
Sold -1.07 Million shares
Sold 100% in Q3 2014
Q3 2023
Sold -269 Thousand shares
Sold 100% in Q3 2023
Q3 2023
Sold -61.7 Thousand shares
Sold 100% in Q3 2023
Q2 2021
Sold -76.9 Thousand shares
Sold 100% in Q2 2021
Q2 2021
Sold -147 Thousand shares
Sold 100% in Q2 2021
Q3 2023
Sold -129 Thousand shares
Sold 100% in Q3 2023
Q3 2023
Sold -258 Thousand shares
Sold 100% in Q3 2023
Q1 2016
Sold -272 Thousand shares
Sold 100% in Q1 2016
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 -475 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
Q1 2021
Sold -96.7 Thousand shares
Sold 100% in Q1 2021
Q1 2021
Sold -213 Thousand shares
Sold 100% in Q1 2021
Q3 2017
Sold -21.6 Million shares
Sold 100% in Q3 2017
Q2 2021
Sold -399 Thousand shares
Sold 100% in Q2 2021
Q4 2021
Sold -20 Thousand shares
Sold 100% in Q4 2021
Q2 2016
Sold -6.78 Million shares
Sold 100% in Q2 2016
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