Copy Invest | Sonar Terminal

Bruce Berkowitz - Fairholme Capital Management

370 trades · 360 closed · 10 open · Win rate: 42.4% · Avg return: +14.1% · Median return: 0%

⚠ 6 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
WES - Western Midstream Partners, LP	Q1 2020	$3.24	Q4 2021	$22.27	+587.35%	Closed	History

AIG.WS - American Intl Group Wts	Q3 2011	$6.12	Q3 2016	$21.20	+246.41%	Closed	History

MSVP - Meritor Svgs Bk Pa Com	Q2 1999	$1.36	Q1 2007	$4.49	+230.15%	Closed	History

LNC.WS - Lincoln National Corp., 10.715	Q3 2012	$16.03	Q2 2015	$51.00	+218.15%	Closed	History

EGOV - Nic Inc	Q2 2002	$1.49	Q3 2003	$4.72	+216.78%	Closed	History

WFC.WS - Wells Fargo & Co New Wts	Q3 2011	$7.71	Q2 2015	$22.49	+191.70%	Closed	History

JPM.WS - Jp Morgan Warrants, 42.42 Stri	Q4 2011	$8.50	Q2 2015	$24.75	+191.18%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q2 1999	$68,899.89	Q4 2015	$197,666.67	+186.89%	Closed	History

HIG.WS - Hartford Warrants, 9.649 Strik	Q2 2012	$10.15	Q3 2014	$28.90	+184.73%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q2 2020	$267,000.00	Open	$737,000.00	+176.03%	Open	History

AAPL - Apple Inc.	Q3 2020	$115.73	Open	$314.86	+172.06%	Open	History

SAFT - Safety Ins Group Inc Com (rest	Q4 2002	$13.66	Q4 2007	$36.63	+168.16%	Closed	History

WTM - White Mountains Insurance Group, Ltd.	Q1 2000	$134.00	Q4 2009	$332.66	+148.25%	Closed	History

GYD - Gyrodyne Co Amer Inc Com	Q2 1999	$17.01	Q2 2009	$42.02	+147.03%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q1 2019	$200.89	Open	$491.09	+144.46%	Open	History

ACF - Americredit Corp Com	Q1 2008	$10.07	Q3 2010	$24.46	+142.90%	Closed	History

3517233Q - Ust Inc Com	Q2 2000	$14.73	Q4 2001	$35.00	+137.61%	Closed	History

ET - Energy Transfer LP	Q3 2020	$5.42	Q2 2023	$12.70	+134.32%	Closed	History

OXY.WS - Occidental Pete Corp	Q3 2020	$2.99	Q4 2020	$6.80	+127.42%	Closed	History

WFC - Wells Fargo & Co.	Q3 2011	$24.11	Q1 2015	$54.40	+125.63%	Closed	History

DJCO - Daily Journal Corp.	Q4 2003	$31.00	Q2 2010	$68.14	+119.81%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q4 2009	$65.72	Q4 2015	$132.04	+100.91%	Closed	History

WFC - Wells Fargo & Co.	Q1 1999	$17.53	Q2 2006	$33.54	+91.33%	Closed	History

GML - Systemax Inc	Q1 2000	$9.13	Q4 2006	$17.45	+91.13%	Closed	History

WM - Waste Management, Inc.	Q4 1999	$17.20	Q4 2001	$31.90	+85.47%	Closed	History

MBI - MBIA Inc.	Q2 2010	$5.61	Q1 2013	$10.27	+83.07%	Closed	History

AIG - American International Group, Inc.	Q1 2010	$34.14	Q4 2015	$61.97	+81.52%	Closed	History

WRB - W. R. Berkley Corp.	Q2 2023	$39.71	Open	$71.98	+81.28%	Open	History

CNQ - Canadian Natural Resources Ltd.	Q4 2004	$5.24	Q1 2009	$9.44	+80.31%	Closed	History

RS2 - Rsc Holdings, Inc.	Q2 2009	$6.72	Q2 2011	$11.96	+77.98%	Closed	History

2896591Q - Imperial Pkg Corp Com	Q1 2000	$13.08	Q1 2001	$23.12	+76.76%	Closed	History

GNW - Genworth Financial, Inc.	Q1 2013	$10.00	Q2 2014	$17.40	+74.00%	Closed	History

2235894Q - Lucent Technologies Inc	Q4 2002	$1.25	Q3 2003	$2.15	+72.00%	Closed	History

CMC - Commercial Metals Co.	Q2 2021	$30.72	Q2 2023	$52.66	+71.42%	Closed	History

JOE - The St. Joe Co.	Q4 2007	$35.51	Open	$60.54	+70.49%	Open	History

BAC.WS.A - Bank Of America Corp. Wts	Q3 2011	$2.71	Q3 2016	$4.62	+70.48%	Closed	History

STU - Student Ln Corp Com	Q4 2000	$54.39	Q3 2002	$90.47	+66.34%	Closed	History

GDW - Golden West Finl Del Com	Q2 2000	$40.88	Q1 2006	$67.88	+66.05%	Closed	History

Y - Alleghany Corp Del	Q2 1999	$185.02	Q3 2005	$306.25	+65.52%	Closed	History

C - Citigroup Inc.	Q4 2009	$33.10	Q4 2014	$54.11	+63.47%	Closed	History

SPR - Spirit Aerosystems Hldgs Inc C	Q3 2008	$16.07	Q1 2011	$25.67	+59.74%	Closed	History

PAA - Plains All American Pipeline, L.P.	Q1 2000	$8.17	Q4 2001	$13.00	+59.22%	Closed	History

FCX - Freeport-McMoRan Inc.	Q1 2007	$33.10	Q3 2007	$52.45	+58.47%	Closed	History

OXY - Occidental Petroleum Corp.	Q1 2020	$11.58	Q2 2020	$18.30	+58.03%	Closed	History

MKL - Markel Group Inc.	Q1 1999	$180.27	Q1 2009	$284.00	+57.54%	Closed	History

EPD - Enterprise Products Partners L.P.	Q2 2021	$24.13	Open	$37.73	+56.36%	Open	History

OHP - Oxford Health Plans Com	Q4 2001	$30.13	Q2 2002	$46.45	+54.17%	Closed	History

236619Q - D R & B Falcon Corp Com	Q1 1999	$8.58	Q4 1999	$13.22	+54.08%	Closed	History

ICCC - Immucell Corp Com Par $0.10	Q3 2000	$2.40	Q4 2001	$3.67	+52.92%	Closed	History

EOR - Echostar Commntns New Cl A	Q2 2004	$30.75	Q3 2007	$46.81	+52.23%	Closed	History

MTB - M&T Bank Corp.	Q1 1999	$47.90	Q4 2001	$72.85	+52.09%	Closed	History

CNQ - Canadian Natural Resources Ltd.	Q3 2020	$7.84	Q4 2020	$11.78	+50.22%	Closed	History

ETD - Ethan Allen Interiors Inc.	Q3 2000	$28.31	Q1 2006	$42.02	+48.43%	Closed	History

LNC - Lincoln National Corp.	Q2 2013	$36.47	Q3 2014	$53.58	+46.92%	Closed	History

HUM - Humana Inc.	Q4 2008	$37.28	Q4 2010	$54.70	+46.73%	Closed	History

JEF - Jefferies Financial Group Inc.	Q2 1999	$8.43	Q4 2001	$12.30	+45.97%	Closed	History

PHD - Phelps Dodge Corp Com	Q2 2006	$82.16	Q4 2006	$119.72	+45.72%	Closed	History

GLB - Glenborough Rlty Tr Com	Q4 1999	$13.38	Q4 2001	$19.40	+44.99%	Closed	History

BRYG - Berkshire Hathaway Cl B	Q2 1999	$2,240.00	Q4 2008	$3,214.88	+43.52%	Closed	History

VNO - Vornado Realty Trust	Q3 1999	$23.77	Q2 2002	$33.78	+42.11%	Closed	History

SPWY - D Penske Motorsports Inc	Q1 1999	$35.26	Q2 1999	$49.60	+40.67%	Closed	History

CIT - Cit Group Inc.	Q4 2009	$27.61	Q4 2012	$38.64	+39.95%	Closed	History

OZK - Bank OZK	Q3 2023	$37.07	Open	$50.78	+36.98%	Open	History

DUK - Duke Energy Corp.	Q4 2003	$35.65	Q1 2005	$48.83	+36.97%	Closed	History

MS - Morgan Stanley	Q1 2003	$38.33	Q2 2005	$52.37	+36.63%	Closed	History

MCY - Mercury General Corp.	Q2 1999	$34.00	Q4 2008	$46.02	+35.35%	Closed	History

KMI - Kinder Morgan, Inc.	Q3 2020	$12.33	Q3 2022	$16.64	+34.96%	Closed	History

TOPP - Topps Inc Com	Q3 1999	$7.50	Q1 2001	$10.12	+34.93%	Closed	History

CSWC - Capital Southwest Corp Com	Q2 2003	$5.18	Q3 2004	$6.98	+34.60%	Closed	History

FMCC - Federal Home Loan Mortgage Corp	Q4 2013	$2.90	Q2 2014	$3.86	+33.10%	Closed	History

GLAD - Gladstone Capital Corp.	Q2 2002	$36.10	Q4 2004	$47.40	+31.30%	Closed	History

FNMA - Federal National Mortgage Association	Q4 2013	$3.01	Q2 2014	$3.91	+29.90%	Closed	History

PKX - Posco Sponsored Adr	Q2 2005	$43.97	Q3 2005	$56.56	+28.63%	Closed	History

SIGI - Selective Insurance Group, Inc.	Q3 1999	$9.42	Q4 2000	$12.11	+28.56%	Closed	History

285943Q - Morgan Stan Dean Wittr Mun Inc	Q4 1999	$7.48	Q4 2000	$9.59	+28.21%	Closed	History

AGO - Assured Guaranty Ltd.	Q2 2011	$16.31	Q1 2013	$20.62	+26.43%	Closed	History

KALU - Kaiser Aluminum Corp.	Q3 2006	$44.34	Q4 2006	$55.98	+26.25%	Closed	History

GAP - The Gap, Inc.	Q3 2001	$11.95	Q1 2002	$15.05	+25.94%	Closed	History

BAC - Bank of America Corp.	Q3 2020	$24.09	Q4 2020	$30.31	+25.82%	Closed	History

CHKEUR - Chesapeake Energy Corp	Q1 2013	$20.41	Q1 2014	$25.62	+25.53%	Closed	History

AXP - American Express Co.	Q4 2008	$18.55	Q2 2009	$23.24	+25.28%	Closed	History

TFA - Morgan Stan Dean Wittr Mun Inc	Q4 1999	$7.76	Q4 2000	$9.71	+25.13%	Closed	History

RF - Regions Financial Corp.	Q4 2009	$5.29	Q1 2012	$6.60	+24.76%	Closed	History

ATW - Atwood Oceanics Inc Com	Q2 1999	$31.19	Q4 1999	$38.61	+23.79%	Closed	History

550993Q - Anchor Gaming	Q2 1999	$48.11	Q3 1999	$59.54	+23.76%	Closed	History

BKT - Blackrock Income Tr Com	Q4 1999	$17.05	Q1 2001	$21.10	+23.73%	Closed	History

TCT - Town & Ctry Tr Sh Ben Int	Q2 1999	$17.88	Q1 2002	$22.10	+23.60%	Closed	History

1455797D - Tal International Group Inc	Q4 2005	$19.62	Q3 2010	$24.23	+23.50%	Closed	History

BTF - Boulder Total Return Com	Q2 2000	$54.00	Q3 2002	$66.45	+23.06%	Closed	History

TJX - The TJX Companies, Inc.	Q2 2001	$3.98	Q2 2002	$4.90	+22.98%	Closed	History

ORI - Old Republic International Corp.	Q4 2020	$19.71	Q4 2022	$24.15	+22.53%	Closed	History

LE - Lands End Inc New	Q2 2014	$33.58	Q3 2014	$41.12	+22.45%	Closed	History

ENB - Enbridge Inc.	Q4 2020	$31.99	Q4 2021	$39.08	+22.16%	Closed	History

GOOD - Gladstone Coml Corp Com	Q3 2003	$14.01	Q4 2004	$17.10	+22.06%	Closed	History

KHC - The Kraft Heinz Co.	Q1 2020	$24.74	Q3 2020	$29.95	+21.06%	Closed	History

HIG - The Hartford Insurance Group, Inc.	Q2 2013	$30.92	Q3 2014	$37.25	+20.47%	Closed	History

DNOW - DNOW Inc.	Q3 2015	$14.80	Q1 2016	$17.72	+19.73%	Closed	History

VST - Vistra Corp.	Q1 2018	$20.83	Q3 2018	$24.88	+19.44%	Closed	History

WLA - Warner Lambert Co Com	Q4 1999	$81.82	Q1 2000	$97.58	+19.26%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q1 2008	$21.30	Q4 2009	$25.25	+18.54%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.