Bruce Berkowitz’s Latest Stock Buys And His Full Portfolio Holdings

Bruce Berkowitz’s Fund Portfolio Strategies originally published at long-term-investments.blogspot.com. Bruce Berkowitz is also a well known guru investor. He is a hedge fund manager who cares about $7.69 billion in his asset management vehicle Fairholme Capital Management.

Within the recent quarter, Bruce made nine asset transactions of which six pay dividends. Four of the stock moves are attributable to the long side and five are on the short side.

In total, Bruce owns now only 13 share positions of which two were completely new (Lincoln National and Hartford Financial). In addition, he sold-out three stocks within the recent quarter. 

Financial stocks dominate his asset strategy. Around 68 percent of his total assets have a relationship to the financial sector.

The biggest position is his portfolio is reasonable to the insurer, AIG who represents around 50 percent of his full portfolio.

Nothing changed much in sum. Bruce made no big changes within the recent quarter. The highest trade impact on the long side had the 4.53 percent position increase of Sears Holdings.

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