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  Bank of America Corp. (BAC)
← All BAC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 1.19 $29.57–41.13 · VW $37.08i SEC
2020   Q4 483,500 1.19 Add 43.30% 0.36 $23.27–34.37 · VW $29.10i $14,655,000 SEC
2020   Q3 337,400 1.25 Buy 1.25 $22.95–27.75 · VW $24.80i $8,128,000 SEC
2016   Q4 0 0.00 Sell 100.00% 2.15 $16.28–23.55 · VW $20.82i SEC
2016   Q3 1,713,203 2.15 Reduce 86.79% 10.30 $14.09–17.10 · VW $15.90i $26,812,000 SEC
2016   Q2 12,973,003 11.87 Add 51.35% 4.03 $12.05–15.15 · VW $13.90i $172,152,000 SEC
2016   Q1 8,571,303 7.01 Add 119.31% 3.81 $10.99–15.30 · VW $13.62i $115,884,000 SEC
2015   Q4 3,908,303 2.79 Reduce 85.80% 11.27 $12.94–18.09 · VW $15.06i $65,777,000 SEC
2015   Q3 27,523,418 13.14 Reduce 63.54% 17.67 $14.60–18.07 · VW $16.48i $428,815,000 SEC
2015   Q2 75,485,585 27.81 Reduce 1.65% 0.39 $15.92–18.48 · VW $17.43i $1,284,765,000 SEC
2015   Q1 76,754,365 23.46 Reduce 18.61% 4.50 $15.12–16.79 · VW $15.95i $1,181,250,000 SEC
2014   Q4 94,304,965 24.20 Reduce 3.49% 0.84 $14.97–18.21 · VW $16.11i $1,687,116,000 SEC
2014   Q3 97,710,665 24.14 Reduce 0.73% 0.14 $14.84–17.41 · VW $16.47i $1,665,967,000 SEC
2014   Q2 98,432,215 18.67 Reduce 0.52% 0.11 $14.37–16.23 · VW $15.28i $1,512,903,000 SEC
2014   Q1 98,942,515 21.23 Reduce 0.80% 0.15 $14.86–18.03 · VW $16.01i $1,701,811,000 SEC
2013   Q4 99,742,115 19.32 Add 0.05% <0.01 $13.80–17.42 · VW $15.99i $1,552,985,000 SEC
2013   Q3 99,696,715 17.34 Reduce 1.24% 0.22 $13.60–14.97 · VW $14.18i $1,375,815,000 SEC
2013   Q2 100,948,615 18.03 Add 0.36% 0.06 $12.05–15.03 · VW $13.89i $1,298,199,000 SEC
2013   Q1 100,589,215 16.69 Add 0.08% 0.01 $10.98–12.94 · VW $12.08i $1,225,177,000 SEC
2012   Q4 100,506,715 17.89 Reduce 1.67% 0.23 $8.92–12.20 · VW $10.81i $1,165,878,000 SEC
2012   Q3 102,215,255 13.73 Add 0.51% 0.07 $7.10–9.79 · VW $8.74i $902,561,000 SEC
2012   Q2 101,700,355 12.85 Reduce 1.11% 0.15 $6.72–8.40 · VW $7.49i $831,909,000 SEC
2012   Q1 102,838,555 13.53 Reduce 1.37% 0.14 $7.21–10.10 · VW $8.47i $984,165,000 SEC
2011   Q4 104,261,795 10.17 Reduce 0.71% 0.06 $4.92–7.50 · VW $6.52i $579,696,000 SEC
2011   Q3 105,012,095 8.25 Add 5.38% 0.42 $5.13–10.05 · VW $7.34i $642,674,000 SEC
2011   Q2 99,647,755 8.90 Add 7.55% 0.63 $9.40–12.71 · VW $10.61i $1,092,139,000 SEC
2011   Q1 92,648,715 9.17 Add 0.55% 0.05 $12.15–14.95 · VW $13.13i $1,235,007,000 SEC
2010   Q4 92,139,515 8.07 Add 30.37% 1.88 $10.91–15.31 · VW $13.32i $1,229,141,000 SEC
2010   Q3 70,678,015 8.60 Add 30.66% 2.02 $11.03–14.47 · VW $12.32i $926,589,000 SEC
2010   Q2 54,092,500 7.96 Add 37.61% 2.17 $13.30–18.15 · VW $15.16i $777,309,000 SEC
2010   Q1 39,309,900 7.44 Buy 7.44 $14.25–19.86 · VW $17.31i $701,682,000 SEC
Price snapshot:
Current price$59.50
52-week low$43.80
52-week high$60.83