Hedge Fund - Fairholme (Fairx)

Bruce Berkowitz Bio, Returns, Net Worth

Bruce Berkowitz launched Fairholme in 1999. It earned him the title of “Stock Manager of the Decade” from Morningstar and is now a $19 Billion mutual fund. Berkowitz’s Fairholme Fund managed to return 1.02% per month since September 2000. This compounds to an average annual return of 12.9% for the past 10 years. In 2010, Fairholme Fund returned 25.5%, beating the SPY by more than 10 percentage points. In fact, Berkowitz managed to beat the market every year except in 2003.

Bruce Berkowitz
Fund Profile
Filling Period:
Fund Name: Fairholme (Fairx)
Manager Bruce Berkowitz
Portfolio Value $3,471,058,000
Change This QTR +0.71%
Fund Holdings Sector Distribution
Filling Period:
Sort by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. SHLD 26,650,148 $602,293 +1% 17.35%
2. AIG 23,593,673 $535,576 -4% 15.42%
3. JOE 24,454,440 $467,813 -1% 13.47%
4. BAC 27,523,418 $428,815 -64% 12.35%
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