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
SPG - Simon Property Group, Inc.	Q1 2020	$54.86	Q3 2020	$64.67	+17.88%	Closed	History

MCIP - Mci Inc Com	Q3 2004	$16.75	Q4 2005	$19.73	+17.79%	Closed	History

SABA - Templeton Global Incm Com	Q4 1999	$11.74	Q1 2002	$13.74	+17.04%	Closed	History

OHP - Oxford Health Plans Com	Q2 2003	$42.03	Q1 2004	$48.85	+16.23%	Closed	History

RLI - RLI Corp.	Q2 1999	$4.84	Q4 2001	$5.63	+16.15%	Closed	History

FMCC - Federal Home Ln Mtg Cp	Q3 2005	$56.46	Q4 2005	$65.35	+15.75%	Closed	History

MRC - Mrc Global Inc	Q3 2015	$11.15	Q4 2015	$12.90	+15.70%	Closed	History

BRYG - Berkshire Hathaway Inc Del Cl	Q2 2009	$2,895.75	Q3 2009	$3,323.00	+14.75%	Closed	History

2951 - Altria Group Inc	Q3 2003	$43.80	Q2 2004	$50.07	+14.32%	Closed	History

CMH - Clayton Homes Inc Com	Q1 2000	$10.10	Q4 2000	$11.50	+13.86%	Closed	History

EMN - Eastman Chemical Co.	Q2 2006	$27.00	Q4 2007	$30.55	+13.13%	Closed	History

6683 - General Electric Co Com	Q3 2010	$16.25	Q4 2010	$18.29	+12.55%	Closed	History

653607Q - Aegis Rlty Inc Com	Q2 2000	$9.95	Q4 2001	$11.19	+12.46%	Closed	History

OKS - Oneok Partners LP Unit Ltd Par	Q3 2006	$56.25	Q4 2006	$63.25	+12.44%	Closed	History

CNQ - Canadian Natural Resources Ltd.	Q3 2015	$9.52	Q4 2015	$10.69	+12.24%	Closed	History

MS - Morgan Stanley	Q1 1999	$50.00	Q4 2001	$55.92	+11.84%	Closed	History

ALX - Alexander's, Inc.	Q2 2000	$73.29	Q3 2000	$81.88	+11.72%	Closed	History

KHC - The Kraft Heinz Co.	Q1 2026	$22.49	Open	$25.08	+11.52%	Open	History

MRSH - Marsh & McLennan Companies, Inc.	Q2 2005	$27.70	Q2 2007	$30.88	+11.48%	Closed	History

3039308Q - Terra Nova Hldgs Ltd Ord Cl A	Q2 1999	$26.94	Q4 1999	$30.00	+11.36%	Closed	History

RLI - RLI Corp.	Q4 2004	$10.40	Q3 2005	$11.55	+11.06%	Closed	History

PAA - Plains All American Pipeline, L.P.	Q2 2003	$15.72	Q1 2004	$17.43	+10.91%	Closed	History

CVS - CVS Health Corp.	Q4 2020	$68.30	Q1 2021	$75.23	+10.15%	Closed	History

SAN - Banco Santander, S.A.	Q4 2010	$10.65	Q1 2011	$11.72	+10.05%	Closed	History

WMB - The Williams Companies, Inc.	Q1 2021	$23.69	Q4 2021	$26.04	+9.92%	Closed	History

N4D - Spectra Energy Corp Com	Q1 2007	$26.27	Q2 2008	$28.76	+9.48%	Closed	History

RDS.A - Royal Dutch Shell Plc-Adr	Q4 2010	$66.78	Q1 2011	$72.86	+9.10%	Closed	History

370016Q - Franchise Fin Corp Com	Q2 2000	$23.04	Q2 2001	$25.11	+8.98%	Closed	History

RFS - Rfs Hotel Invs Inc Com	Q4 1999	$10.48	Q4 2001	$11.39	+8.68%	Closed	History

CNR - Core Natural Resources, Inc.	Q1 2025	$77.10	Q3 2025	$83.48	+8.27%	Closed	History

VZ - Verizon Communications Inc.	Q4 2010	$35.78	Q1 2011	$38.54	+7.71%	Closed	History

HOMB - Home BancShares, Inc.	Q1 2026	$26.93	Open	$29.00	+7.69%	Open	History

LLY - Eli Lilly and Co.	Q1 2011	$35.17	Q2 2011	$37.53	+6.71%	Closed	History

AXP - American Express Co.	Q1 1999	$34.36	Q2 2003	$36.59	+6.50%	Closed	History

T - AT&T Inc.	Q3 2020	$21.53	Q1 2021	$22.86	+6.17%	Closed	History

VST - Vistra Corp.	Q1 2021	$17.68	Q2 2021	$18.55	+4.92%	Closed	History

T - AT&T Inc.	Q4 2010	$22.19	Q1 2011	$23.11	+4.15%	Closed	History

PFE - Pfizer Inc.	Q2 2008	$16.57	Q4 2009	$17.26	+4.12%	Closed	History

653707Q - At&t Corp Com	Q4 2004	$19.06	Q3 2005	$19.80	+3.88%	Closed	History

FELE - Franklin Elec Inc	Q3 1999	$8.26	Q4 2000	$8.57	+3.79%	Closed	History

CFC - Countrywide Financial Com	Q3 2005	$32.98	Q4 2005	$34.19	+3.67%	Closed	History

RLI - RLI Corp.	Q4 2003	$9.35	Q1 2004	$9.65	+3.26%	Closed	History

CMCSA - Comcast Corp.	Q4 2009	$7.90	Q2 2010	$8.14	+3.02%	Closed	History

XTO - Xto Energy Inc Com	Q2 2007	$60.10	Q3 2007	$61.84	+2.90%	Closed	History

ISCA - International Speedway Cl A	Q3 2000	$39.00	Q2 2002	$40.08	+2.77%	Closed	History

OAK - Oaktree Cap Group LLC	Q1 2018	$39.60	Q2 2018	$40.65	+2.65%	Closed	History

CMCSK - Comcast Corp Special Cl A	Q4 2009	$16.01	Q2 2010	$16.43	+2.62%	Closed	History

KLIC - Kulicke and Soffa Industries, Inc.	Q3 2000	$13.30	Q1 2001	$13.55	+1.88%	Closed	History

WTEL - Wiltel Communications Com	Q4 2002	$15.79	Q3 2003	$16.05	+1.65%	Closed	History

1556464D - Wesco Finl Corp Com	Q2 1999	$310.00	Q4 2001	$315.00	+1.61%	Closed	History

NLY - Annaly Capital Management, Inc.	Q3 2005	$51.80	Q3 2006	$52.56	+1.47%	Closed	History

187851Q - Rochester Gas & Elec Com	Q1 2001	$36.96	Q2 2001	$37.50	+1.46%	Closed	History

AF - Astoria Finl Corp Com	Q4 2000	$54.35	Q2 2001	$54.95	+1.10%	Closed	History

CLPR - Clipper Rlty Inc	Q1 2018	$8.47	Q2 2018	$8.54	+0.83%	Closed	History

T - AT&T Inc.	Q1 2014	$26.49	Q2 2014	$26.71	+0.83%	Closed	History

LIQB - Liqui Box Corp	Q2 1999	$53.68	Q3 1999	$54.02	+0.63%	Closed	History

SBC - Sbc Communications Inc Com	Q1 2005	$23.69	Q2 2005	$23.74	+0.21%	Closed	History

0760047D - Webb Del Corp Com	Q2 2000	$15.30	Q2 2000	$15.30	+0.00%	Closed	History

1316020D - Chicago Title Corp Com	Q4 1999	$46.26	Q4 1999	$46.26	+0.00%	Closed	History

329802Q - Midamern Enrg Hldg New Com	Q4 1999	$33.71	Q4 1999	$33.71	+0.00%	Closed	History

3445252Q - Commerce Group Inc Mass	Q1 2006	$52.84	Q1 2006	$52.84	+0.00%	Closed	History

3610748Q - Encore Acquisition Co Com	Q2 2005	$41.01	Q2 2005	$41.01	+0.00%	Closed	History

540693Q - Pimco Advisors Hldg LP Ut Ltd	Q3 1999	$31.48	Q3 1999	$31.48	+0.00%	Closed	History

6522Q - Dreyfus Strateg Govts Com	Q2 2000	$9.12	Q2 2000	$9.12	+0.00%	Closed	History

74S - Spectrum Brands Hldgs Inc	Q2 2018	$81.62	Q2 2018	$81.62	+0.00%	Closed	History

8222 - Limited Brands Inc Com	Q1 2004	$20.00	Q1 2004	$20.00	+0.00%	Closed	History

838969Q - Fidelity Natl Finl Inc Com	Q2 2000	$18.32	Q2 2000	$18.32	+0.00%	Closed	History

838969Q - Fidelity Natl Finl Inc Com	Q2 2001	$24.57	Q2 2001	$24.57	+0.00%	Closed	History

AAIG - American Intl Group Com	Q2 2005	$58.10	Q2 2005	$58.10	+0.00%	Closed	History

ALX - Alexander's, Inc.	Q4 1999	$78.89	Q4 1999	$78.89	+0.00%	Closed	History

AP47 - Glaxosmithkline Plc Sponsored	Q1 2008	$42.43	Q1 2008	$42.43	+0.00%	Closed	History

AP47 - Glaxosmithkline Plc Adr	Q1 2011	$38.41	Q1 2011	$38.41	+0.00%	Closed	History

ASA - Asa Gold And Precious Mtls L	Q3 2015	$7.82	Q3 2015	$7.82	+0.00%	Closed	History

AZN - AstraZeneca PLC	Q1 2011	$46.13	Q1 2011	$46.13	+0.00%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q4 2000	$70.28	Q4 2000	$70.28	+0.00%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q1 2011	$26.43	Q1 2011	$26.43	+0.00%	Closed	History

BNI - Burlington Northern SAnta Fe C	Q4 2009	$98.62	Q4 2009	$98.62	+0.00%	Closed	History

BP - BP p.l.c.	Q2 2010	$28.88	Q2 2010	$28.88	+0.00%	Closed	History

BP - BP p.l.c.	Q3 2014	$43.94	Q3 2014	$43.94	+0.00%	Closed	History

BPL - Buckeye Partners L P Unit LP	Q2 2001	$34.48	Q2 2001	$34.48	+0.00%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q3 2018	$214.06	Q3 2018	$214.06	+0.00%	Closed	History

C - Citigroup Inc.	Q3 2015	$49.61	Q3 2015	$49.61	+0.00%	Closed	History

C - Citigroup Inc.	Q2 2018	$66.92	Q2 2018	$66.92	+0.00%	Closed	History

CAH - Cardinal Health, Inc.	Q3 2009	$26.80	Q3 2009	$26.80	+0.00%	Closed	History

CF - CF Industries Holdings, Inc.	Q4 2025	$77.34	Q4 2025	$77.34	+0.00%	Closed	History

CFC - Countrywide Financial Com	Q1 2004	$95.90	Q1 2004	$95.90	+0.00%	Closed	History

CHKEUR - Chesapeake Energy Corp	Q3 2014	$22.99	Q3 2014	$22.99	+0.00%	Closed	History

CINF - Cincinnati Financial Corp.	Q4 2020	$87.37	Q4 2020	$87.37	+0.00%	Closed	History

CMA - Comerica Inc	Q2 2023	$42.36	Q2 2023	$42.36	+0.00%	Closed	History

CNCEQ - Conseco Inc Com	Q2 1999	$30.44	Q2 1999	$30.44	+0.00%	Closed	History

CNQ - Canadian Natural Resources Ltd.	Q1 2013	$15.73	Q1 2013	$15.73	+0.00%	Closed	History

CSCO - Cisco Systems, Inc.	Q1 2011	$17.15	Q1 2011	$17.15	+0.00%	Closed	History

D - Dominion Energy, Inc.	Q1 2006	$34.52	Q1 2006	$34.52	+0.00%	Closed	History

DHI - D.R. Horton, Inc.	Q2 2022	$66.18	Q2 2022	$66.18	+0.00%	Closed	History

DJCO - Daily Journal Corp.	Q1 2002	$28.49	Q1 2002	$28.49	+0.00%	Closed	History

DOFSQ - Diamond Offshore Drilling In	Q2 2014	$49.63	Q2 2014	$49.63	+0.00%	Closed	History

DOW - Dow Inc.	Q4 2021	$56.72	Q4 2021	$56.72	+0.00%	Closed	History

ELN - Elan Plc Adr	Q1 2000	$47.50	Q1 2000	$47.50	+0.00%	Closed	History

EOR - Echostar Commntns New Cl A	Q1 2002	$28.33	Q1 2002	$28.33	+0.00%	Closed	History

EPD - Enterprise Products Partners L.P.	Q4 2020	$19.59	Q4 2020	$19.59	+0.00%	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.