In the most recent 13F, Bruce Berkowitz’s Fairholme Capital Management LLC reported a portfolio valued at $1.23 billion, with the top five holdings making up an exceptionally concentrated 99.32% of total assets. Berkowitz, a long-time deep-value investor, continues to focus on a handful of high-conviction bets—particularly in companies with tangible … Read More
Bruce Berkowitz: Top 5 Positions Make Up 99.31% Of His Portfolio (Analysis)
Bruce Berkowitz’s top 5 positions make up 99.31% of his current portfolio, signaling a highly concentrated investment approach. His largest holding, St. Joe Co (JOE), alone accounts for more than three-quarters of his entire portfolio. Below is a detailed breakdown of each of the top 5 positions, including shares held, … Read More
Bruce Berkowitz: Top 5 Positions Make Up 98.54% Of His Portfolio (Analysis)
Bruce Berkowitz’s top 5 positions make up 98.54% of his current portfolio, signaling a highly concentrated approach. His largest holding, St. Joe Co (JOE), alone accounts for 78.38%. Below is a detailed look at each of the top 5 positions, including shares held, value, portfolio weight, and commentary. St. Joe … Read More
Bruce Berkowitz: Contrarian Value Investing Lessons
One of my favorite investors to follow is Bruce Berkowitz, founder and portfolio manager of Fairholme Capital Management. In this WealthTrack interview, I’ve pulled out some of his most valuable lessons for investors. First, focus on facts, not fear. As Berkowitz puts it: “The negatives are all uncertainty about the … Read More
Bruce Berkowitz – Top 10 Holdings – Latest 13F
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 … Read More
Bruce Berkowitz: Avoid Deals with Bad People, Even in Promising Investments
During his recent interview on The Business Brew Podcast, Bruce Berkowitz emphasizes the importance of evaluating both the numbers and the people involved in an investment. Initially, he focused on the financials but later recognized the significance of assessing the management, culture, and ownership of a business. He stresses that … Read More
Bruce Berkowitz – Top 10 Holdings – Latest 13F
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 … Read More
Bruce Berkowitz: From Bookmaking to Cash Flow Genius
During this interview with RWH, Bruce Berkowitz says the key to analyzing companies, especially financial institutions, is focusing on their cash flow. He learned this from his and his father’s experience running a bookmaking business. Despite the money he made, Berkowitz observed the destructive nature of gambling. Here’s an excerpt … Read More
Bruce Berkowitz: The FOMO Fallacy: Making Rational Decisions in a Hyped Market
In this interview with Richer, Wiser, Happier, Bruce Berkowitz explains how rampant market fervor, driven by envy and selective information, can be detrimental to rational investment decisions and mental well-being. He discusses how he found himself overwhelmed by the pressure and negativity associated with hype. He resorted to avoiding social … Read More
Bruce Berkowitz: The Dangers of Investing In Heavily Regulated Industries
During his recent interview with WealthTrack, Bruce Berkowitz expresses hesitation about investing in highly regulated businesses where government decisions can significantly impact a company’s fate based on their perception of social good. Here’s an excerpt from the interview: Berkowitz: I am more hesitant to deal with highly regulated businesses, where … Read More
Bruce Berkowitz – Top 10 Holdings – Latest 13F
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 … Read More
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 … Read More
Bruce Berkowitz: Q2 2019 Top 10 Holdings
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 … Read More
Bruce Berkowitz – Top 10 Holdings
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 … Read More
Bruce Berkowitz: 15 Books That Every Investor Should Read
We recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Charles Munger: 32 Books That Every Investor Should Read Seth Klarman: 32 Books That Every Investor Should Read Warren Buffett: 35 Books That Every Investor Should Read Bill … Read More
Bruce Berkowitz: Top 10 Holdings, New Buys, Sold Out Positions
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 … Read More
Bruce Berkowitz – Our Successful Three Step Approach To Value Investing
One of our favorite investors here at The Acquirer’s Multiple is Bruce Berkowitz. He is the Founder and Chief Investment Officer of Fairholme Capital Management, and President and a Director of Fairholme Funds. In 2010 Berkowitz was named as the 2009 Domestic-Stock Fund Manager of the Year by Morningstar as well … Read More
Bruce Berkowitz – 26 Maxims For Successful Value Investing
One of my favorite investing books is Invest Like A Dealmaker by Christopher Mayer. The main premise of the book is that there are two market prices for a company listed on the stock exchange. One price (the public market price) can be found using the ticker symbol on sources like … Read More
21 Timeless Investing Lessons From Bruce Berkowitz
Bruce Berkowitz is the Founder and Chief Investment Officer of Fairholme Capital Management, and President and a Director of Fairholme Funds, Inc. In 2010 Berkowitz was named as the 2009 Domestic-Stock Fund Manager of the Year by Morningstar as well as the Domestic-Stock Fund Manager of the Decade (2000-2009), also by … Read More
Bruce Berkowitz Says I’m Investing In That Which Is Hated Or Deemed To Fail And That’s Where I Like To Be
Here’s a great interview on Bloomberg with Bruce Berkowitz. In terms of being a contrarian Berkowitz says, “The markets are not cheap, the markets are being driven by a handful of companies. As usual I’m investing in that which is hated or deemed to fail and that’s where I like … Read More
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