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Bruce Berkowitz – Top 10 Holdings – Latest 13F

Sunday, July 28, 2024 · Johnny Hopkins

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 (03-31-2024). The current market value of his portfolio is $1,511,309,262 with a top 10 holdings concentration of 100%.

Top 10 Holdings

SYM STOCK VALUE ($000) % SHARES
JOE ST JOE CORP 1,305,087 86% 22,513,148
EPD ENTERPRISE PRODUCTS PARTNERS LP 158,639 11% 5,436,600
BRK-B BERKSHIRE HATHAWAY INC CLASS B 20,587 1.40% 48,958
OZK BANK OF THE OZARKS 14,751 1.00% 324,500
WRB BERKLEY (W.R) CORP 11,196 0.70% 126,600
BRK-A BERKSHIRE HATHAWAY INC CLASS A 634 0.00% 1
AAPL APPLE INC 411 0.00% 2,400

 

Bruce Berkowitz – Top 10 Holdings – Latest 13F · The Acquirer's Multiple®