Bruce Berkowitz 10 Holdings – Q1 2022 – New Buys EPD, CMC, C, WBA, SAFM

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at superinvestor Bruce Berkowitz (3-31-2022). The current market value of his portfolio is $1,722,875,000, with a top 10 holdings concentration of 99.8%.

Top 10 Holdings

SYM	ISSUER NAME	VALUE ($000)	%	SHARES
JOE	ST JOE CO	$1,458,287	85%	24,616,590
CMC	COMMERCIAL METALS CO	$86,337	5.00%	2,074,400
EPD	ENTERPRISE PRODS PARTNERS L	$83,232	4.80%	3,224,800
INTC	INTEL CORP	$29,161	1.70%	588,400
BRK.B	BERKSHIRE HATHAWAY INC DEL	$17,347	1.00%	49,155
KMI	KINDER MORGAN INC DEL	$15,092	0.90%	798,100
ORI	OLD REP INTL CORP	$9,600	0.60%	371,100
ET	ENERGY TRANSFER L P	$9,447	0.50%	844,200
C	CITIGROUP INC	$7,807	0.50%	146,200
WBA	WALGREENS BOOTS ALLIANCE INC	$3,089	0.20%	69,000

Top Buys

SYM	ISSUER NAME	%	SHARES
EPD	ENTERPRISE PRODS PARTNERS L	1.79%	3,224,800
CMC	COMMERCIAL METALS CO	0.81%	2,074,400
C	CITIGROUP INC	0.37%	146,200
WBA	WALGREENS BOOTS ALLIANCE INC	0.10%	69,000
SAFM	SANDERSON FARMS INC	0.08%	7,000