Bruce Berkowitz

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 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.

Q3 hedge fund letters, conference, scoops etc

Bruce Berkowitz

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

This week we’ll take a look at Bruce Berkowitz (6-30-2018):

The current market value of his portfolio is $744,207,000.

Top 10 Positions

Security Current
Shares
Current Value
($)
JOE / St. Joe Co. (THE) 27,444,119 492,622,000
VSTO / Vista Outdoor Inc. 5,055,300 78,307,000
T / AT & T, Inc. 1,227,300 39,409,000
VSTE / Vistra Energy Corp. 1,037,500 24,547,000
HRG / Harbinger Group Inc. 1,553,250 20,332,000
SPB / Spectrum Brands Holdings, Inc. 243,500 19,874,000
SHLD / Sears Holdings Corp. 14,061,957 17,296,000
C / Citigroup, Inc. 235,000 15,726,000
OAK / Oaktree Capital Group, LLC 181,000 7,358,000
CLPR / Clipper Realty Inc. 280,000 2,391,000

Top New Positions

Security Current
Shares
Current Value
($)
HRG / Harbinger Group Inc. 1,553,250 20,332,000
SPB / Spectrum Brands Holdings, Inc. 243,500 19,874,000
C / Citigroup, Inc. 235,000 15,726,000

Sold Out Positions

Security Previous
Shares
Previous Value
($)
SRG / Seritage Growth Properties 1,595,000 56,702,000
LUK / Leucadia National Corp. 66,000 1,500,000

 

For more articles like this, check out our recent articles here.

Article by The Acquirer’s Multiple


Saved Articles
X
TextTExtLInkTextTExtLInk

Are you a smart investor? Join tens of thousands of sophisticated investor reading our authoritative free newsletter

* indicates required


Congrats! Are you a smart person?

We have an exclusive targeted for being a sophisticated and loyal reader.

Sign up for ValueWalkPremium today and get our exclusive content for 35% off.

Use coupon code vip19 or click on the button below

Limited time offer only ENDS 11/30/2019 or after next 25 20 subscribers take advantage whichever comes first – please do not share this discount with others

 

0