Bruce Berkowitz - Fairholme Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    10
Portfolio value:    $1,514,192,261
Holdings Activity Buys Sells    History
Holding/activity history for  American Express Co. (AXP)
← All AXP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2009   Q3 0 0.00 Sell 100.00% 2.53 $31.68–42.20 · VW $38.57i SEC
2009   Q2 6,331,150 2.53 Reduce 73.41% 5.07 $22.00–34.50 · VW $30.11i $147,136,000 SEC
2009   Q1 23,813,050 6.91 Add 75.92% 2.98 $9.71–28.45 · VW $21.00i $324,572,000 SEC
2008   Q4 13,536,450 4.12 Buy 4.12 $11.44–24.86 · VW $16.12i $251,101,000 SEC
2003   Q3 0 0.00 Sell 100.00% 0.09 $38.10–42.99 · VW $40.37i SEC
2003   Q2 11,999 0.09 $36.59 $439,000 SEC
2003   Q1 11,999 0.08 Add 22.08% 0.01 $27.05–36.94 · VW $33.48i $349,000 SEC
2002   Q4 9,829 0.07 $30.93 $304,000 SEC
2002   Q3 9,829 0.06 Reduce 77.71% 0.22 $23.24–34.87 · VW $30.73i $268,000 SEC
2002   Q2 44,099 0.28 $31.79 $1,402,000 SEC
2002   Q1 44,099 0.32 Reduce 43.18% 0.20 $31.64–39.31 · VW $36.05i $1,581,000 SEC
2001   Q4 77,616 0.46 Reduce 20.59% 0.10 $27.77–33.38 · VW $31.02i $2,425,000 SEC
2001   Q3 97,742 0.47 Add 51.28% 0.16 $21.18–32.60 · VW $27.53i $2,486,000 SEC
2001   Q2 64,611 0.43 Add 3.84% 0.02 $31.07–37.68 · VW $33.54i $2,194,000 SEC
2001   Q1 62,223 0.39 Reduce 44.23% 0.39 $29.76–40.75 · VW $35.79i $2,249,000 SEC
2000   Q4 111,578 0.89 $48.08 $5,365,000 SEC
2000   Q3 111,578 1.04 $53.17 $5,933,000 SEC
2000   Q2 111,578 1.08 Reduce 1.92% 0.02 $44.37–52.90 · VW $49.64i $5,091,000 SEC
2000   Q1 113,759 1.05 Reduce 11.78% 0.15 $34.87–47.59 · VW $43.24i $4,943,000 SEC
1999   Q4 128,942 1.27 Reduce 1.96% 0.02 $36.18–49.45 · VW $41.59i $6,254,000 SEC
1999   Q3 131,516 1.03 Add 16.35% 0.15 $38.00–46.97 · VW $43.02i $5,180,000 SEC
1999   Q2 113,032 0.75 Add 86.25% 0.35 $33.55–43.95 · VW $39.21i $4,291,000 SEC
1999   Q1 60,689 2.15 $34.36 $2,085,000 SEC
Price snapshot:
Current price$354.43
52-week low$285.29
52-week high$384.36