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  Morgan Stanley (MS)
← All MS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2011   Q3 0 0.00 Sell 100.00% 2.24 $12.49–24.46 · VW $18.04i SEC
2011   Q2 11,964,700 2.24 Reduce 69.24% 5.46 $21.76–28.24 · VW $24.47i $275,308,000 SEC
2011   Q1 38,891,300 7.89 Add 0.80% 0.06 $26.70–31.04 · VW $28.89i $1,062,510,000 SEC
2010   Q4 38,582,400 6.89 Add 6.16% 0.40 $23.95–27.77 · VW $25.58i $1,049,827,000 SEC
2010   Q3 36,345,300 8.32 Add 123.56% 4.60 $22.40–28.05 · VW $25.66i $897,002,000 SEC
2010   Q2 16,257,800 3.86 Buy 3.86 $23.14–32.29 · VW $27.74i $377,344,000 SEC
2005   Q3 0 0.00 Sell 100.00% 0.02 $50.18–54.61 · VW $52.68i SEC
2005   Q2 4,010 0.02 $52.37 $210,000 SEC
2005   Q1 4,010 0.03 $57.36 $230,000 SEC
2004   Q4 4,010 0.03 Reduce 19.96% <0.01 $47.27–55.96 · VW $52.12i $223,000 SEC
2004   Q3 5,010 0.04 $49.30 $247,000 SEC
2004   Q2 5,010 0.05 Reduce 41.81% 0.03 $50.22–58.50 · VW $53.13i $264,000 SEC
2004   Q1 8,610 0.08 $57.26 $493,000 SEC
2003   Q4 8,610 0.09 $57.84 $498,000 SEC
2003   Q3 8,610 0.08 $50.41 $434,000 SEC
2003   Q2 8,610 0.07 $42.74 $368,000 SEC
2003   Q1 8,610 0.08 Buy 0.08 $32.46–44.39 · VW $37.94i $330,000 SEC
2002   Q1 0 0.00 Sell 100.00% 0.21 $45.90–60.02 · VW $53.02i SEC
2001   Q4 20,280 0.21 $55.92 $1,134,000 SEC
2001   Q3 20,280 0.18 Add 10.94% 0.02 $35.75–64.83 · VW $53.13i $940,000 SEC
2001   Q2 18,280 0.23 Reduce 32.74% 0.08 $44.10–75.23 · VW $62.19i $1,174,000 SEC
2001   Q1 27,180 0.25 Reduce 23.31% 0.11 $49.70–90.49 · VW $69.25i $1,454,000 SEC
2000   Q4 35,440 0.46 $79.26 $2,809,000 SEC
2000   Q3 35,440 0.57 Reduce 24.18% 0.20 $83.50–110.00 · VW $96.26i $3,241,000 SEC
2000   Q2 46,740 0.83 Reduce 2.09% 0.02 $62.38–90.19 · VW $76.42i $3,891,000 SEC
2000   Q1 47,740 0.84 $82.87 $3,956,000 SEC
1999   Q4 47,740 0.69 $71.37 $3,407,000 SEC
1999   Q3 47,740 0.42 Add 2.84% 0.01 $40.50–52.59 · VW $45.28i $2,129,000 SEC
1999   Q2 46,420 0.42 Add 891.88% 0.37 $41.88–58.47 · VW $49.65i $2,382,000 SEC
1999   Q1 4,680 0.24 $50.00 $234,000 SEC
Price snapshot:
Current price$221.09
52-week low$132.07
52-week high$230.47