Bruce Berkowitz Portfolio
Invests via Fairholme Capital Management | Managed by Bruce R. Berkowitz
Invests via Fairholme Capital Management
Managed by Bruce R. Berkowitz
Automatically Tracked
Bruce Berkowitz Profile
Known for concentrated, long-term value investing, Bruce Berkowitz founded Fairholme Capital Management and built a reputation running retail and institutional equity funds that target undervalued U.S. companies, often in financials and distressed sectors. The portfolio management style blends fundamental, bottom-up stock selection with opportunistic stakes in cyclically depressed assets; clients include mutual fund investors and institutional accounts.
Known for concentrated, long-term value investing, Bruce Berkowitz founded Fairholme Capital Management and built a reputation running retail and institutional equity funds that target undervalued U.S. companies, often in financials and distressed sectors. The portfolio management style blends fundamental, bottom-up stock selection with opportunistic stakes in cyclically depressed assets; clients include mutual fund investors and institutional accounts.
Investment Philosophy & Strategy
Concentrated, long-term value investor prioritizing deep fundamental research and asymmetric risk-reward opportunities. Prefers large, cyclical U.S. companies and distressed financials where intrinsic value diverges from market price. Employs bottom-up stock selection with high-conviction stakes, active engagement, and patient multi-year horizons. Risk discipline centers on margin-of-safety, position sizing, and capital preservation while tolerating short-term volatility. Opportunistic about restructurings, balance-sheet arbitrage, and catalysts that unlock shareholder value.
Concentrated, long-term value investor prioritizing deep fundamental research and asymmetric risk-reward opportunities. Prefers large, cyclical U.S. companies and distressed financials where intrinsic value diverges from market price. Employs bottom-up stock selection with high-conviction stakes, active engagement, and patient multi-year horizons. Risk discipline centers on margin-of-safety, position sizing, and capital preservation while tolerating short-term volatility. Opportunistic about restructurings, balance-sheet arbitrage, and catalysts that unlock shareholder value.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-21.47%
Gain
Monthly
0.38%
Yearly
4.62%
Drawdown
34.99%
$1.48B
Equity
Holdings
$1.48B
Investment
$637.14M
$2.77B
Profit +$5.84M
Realized
$1.93B
Unrealized
$847.81M
Dividends
$519.27M
Goals
Avg. 65.25% completed goals
Yearly
Gain > 10% 2026
Yearly
Loss < 20% 2026
Yearly
Loss < $150M 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$5.84M
Win %
97%
This Week
Compared To Last Week
Gain
-2.69%
Profit
-$41.03M
Win %
97%
This Month
Compared to last month
Gain
-2.36%
Profit
-$35.86M
Win %
97%
This Year
Compared to last year
Gain
-1.93%
Profit
-$29.24M
Win %
87%
Events
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Dividends
Dividend Analysis
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| Trades 2126 | Longs Won 1149/2126 54% | Profit Factor 1.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $30.36M |
| Average Win $7.44M | Best Trade (Mar 31) $698.45M | Sharpe Ratio -29 |
| Average Loss -$5.91M | Worst Trade (Dec 31) -$438.47M | Z-Score -10.37 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3w 4d | Expectancy $1.31M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.01% | 0.12% | 0.67% | 2.21% | 5.59% | 11.93% | 22.66% | 39.5% | 64.5% |
| Consecutive Losing Trades | 251 | 226 | 201 | 176 | 151 | 126 | 100 | 75 | 50 | 25 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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