Bruce Berkowitz – Top 10 Holdings

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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.

Q1 hedge fund letters, conference, scoops etc

Bruce Berkowitz

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 Bruce Berkowitz (12-31-2018):

The current market value of his portfolio is $366,721,000.

Top 10 Holdings

Stock Shares Held Market Value
JOE / St. Joe Co. (THE) 26,547,898 $349,636,000
VSTO / Vista Outdoor Inc. 1,475,400 $16,746,000
JEF / Jefferies Financial Group 19,500 $339,000

Note: Only three positions held.

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Tobias Carlisle is the founder of The Acquirer’s Multiple®. He is also the founder of Acquirers Funds®. The Acquirer’s Multiple® is the valuation ratio used to find attractive takeover candidates.