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  Jefferies Financial Group Inc. (JEF)
← All JEF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q1 0 0.00 Sell 100.00% 0.09 $15.82–18.64 · VW $16.76i SEC
2018   Q4 21,784 0.09 Reduce 70.45% 0.17 $14.50–19.98 · VW $17.54i $339,000 SEC
2018   Q3 73,730 0.24 $19.65 $1,449,000 SEC
2018   Q2 73,730 0.21 Buy 0.21 $19.36–22.44 · VW $20.86i $1,501,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.41 $22.79–29.03 · VW $26.64i SEC
2012   Q4 1,642,920 0.41 Reduce 17.13% 0.06 $19.36–24.70 · VW $22.71i $26,592,000 SEC
2012   Q3 1,982,575 0.36 Reduce 37.22% 0.21 $17.42–21.03 · VW $19.25i $23,657,000 SEC
2012   Q2 3,157,802 0.55 Add 2.04% 0.01 $17.07–19.88 · VW $18.53i $35,754,000 SEC
2012   Q1 3,094,587 0.70 Add 110.68% 0.37 $17.48–25.06 · VW $20.08i $50,817,000 SEC
2011   Q4 1,468,876 0.31 Reduce 62.89% 0.35 $18.50–25.97 · VW $23.10i $17,604,000 SEC
2011   Q3 3,957,706 0.55 Reduce 16.35% 0.11 $17.60–25.83 · VW $21.28i $42,810,000 SEC
2011   Q2 4,731,094 0.69 Buy 0.69 $22.09–31.57 · VW $26.49i $84,124,000 SEC
2009   Q1 0 0.00 Sell 100.00% 1.00 $8.94–22.93 · VW $16.69i SEC
2008   Q4 4,953,592 1.00 Buy 1.00 $12.09–20.04 · VW $14.96i $60,706,000 SEC
2008   Q3 0 0.00 Sell 100.00% 0.45 $10.63–42.58 · VW $23.41i SEC
2008   Q2 2,269,989 0.45 Buy 0.45 $35.87–47.23 · VW $41.15i $33,279,000 SEC
2002   Q1 0 0.00 Sell 100.00% 0.12 $9.19–11.09 · VW $10.08i SEC
2001   Q4 51,628 0.12 Reduce 72.88% 0.25 $7.73–9.33 · VW $8.76i $635,000 SEC
2001   Q3 190,335 0.35 Add 19.44% 0.06 $7.64–9.73 · VW $8.39i $1,825,000 SEC
2001   Q2 159,359 0.29 Reduce 6.08% 0.02 $9.08–9.81 · VW $9.46i $1,500,000 SEC
2001   Q1 169,684 0.25 Reduce 41.52% 0.18 $8.86–10.37 · VW $9.64i $1,422,000 SEC
2000   Q4 290,150 0.43 $9.08 $2,634,000 SEC
2000   Q3 290,150 0.40 Add 1.81% <0.01 $6.70–8.14 · VW $7.62i $2,266,000 SEC
2000   Q2 284,987 0.35 Add 12.20% 0.04 $6.63–8.17 · VW $7.46i $1,672,000 SEC
2000   Q1 254,010 0.36 Add 6.49% 0.02 $5.99–7.66 · VW $7.08i $1,688,000 SEC
1999   Q4 238,522 0.31 $6.39 $1,525,000 SEC
1999   Q3 238,522 0.29 Reduce 51.67% 0.37 $6.03–6.90 · VW $6.42i $1,447,000 SEC
1999   Q2 493,564 0.73 Buy 0.73 $5.94–7.37 · VW $6.49i $4,159,000 SEC
Price snapshot:
Current price$52.59
52-week low$35.26
52-week high$69.47