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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Bruce Berkowitz (Fairholme)
  • Overview
  • Portfolio15
  • Performance40Q
  • Options
  • Activity350
  • News
Asset Manager · CIK 0001056831

Bruce Berkowitz

Fairholme
Share
  • Real Estate Specialist
  • Highly Concentrated
  • Mid-Size Fund

Bruce Berkowitz runs Fairholme, an asset manager overseeing $1.43B in disclosed equity holdings (SEC CIK 0001056831). The latest portfolio (2025Q4) discloses 15 positions across 6 sectors, with the largest positions in JOE, EPD and OZK. On a mark-to-market basis the tracked portfolio has returned 27.0% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Bruce's filingsView holdings↓
Portfolio
$1.43B
Positions
15
Quarter
2025Q4
Filings tracked
40
1Y+27.0%Since filing+149.1%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Biggest winner since filing
JOEST JOE CO
+294.0%
+$990.2M
Biggest loser since filing
PGRPROGRESSIVE CORP
-11.0%
−$643.6K

Investment strategy

Bruce Berkowitz is a mid-size fund with a highly concentrated portfolio tilted toward real estate names. 82% of the disclosed equity book is in Real Estate.

Embed this chart
Paste this iframe anywhere to embed the live JOE chart.
<iframe src="https://openstocks.me/embed/stocks/JOE" width="100%" height="480" frameborder="0" loading="lazy" title="JOE chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>
Preview: https://openstocks.me/embed/stocks/JOE

Holdings

6 sectors
15 positions
Top 3 = 96% of book · JOE, EPD, OZK
View full portfolio →

Performance

vs SPY
40 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
View performance →

Options & derivatives

No options
Bruce Berkowitz has no PUT or CALL positions disclosed for this quarter.
View options →

Activity & trades

Quarter-by-quarter
Last move 2025Q4
TRIM BRK.B — and 4 more recent moves.
View activity →

Recent transactions

See full activity →
TRIM
Bruce Berkowitz (Fairholme) trimmed BRK.B
BERKSHIRE HATHAWAY INC DEL
−425
~$502.65 · 2025Q4
2026-02-17
NEW
Bruce Berkowitz (Fairholme) opened a new position in CF
CF INDS HLDGS INC
+54,700
~$77.34 · 2025Q4
2026-02-17
TRIM
Bruce Berkowitz (Fairholme) trimmed WRB
BERKLEY W R CORP
−1,300
~$70.12 · 2025Q4
2026-02-17
TRIM
Bruce Berkowitz (Fairholme) trimmed OZK
BANK OZK
−2,000
~$46.02 · 2025Q4
2026-02-17
SOLD
Bruce Berkowitz (Fairholme) exited CNR
CORE NATURAL RESOURCES INC
−5,000
~$83.48 · 2025Q4
2026-02-17
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