Top 5 Stocks in Bruce Berkowitz Portfolio

4. Berkshire Hathaway, Inc. (NYSE:BRK.B)

Number of shares as of March 31, 2023: 59,565
Share of Fairholme portfolio as of March 31, 2023: 1.52%
Number of Hedge Fund Holders: 108

Berkowitz’s interest in the Class B shares of Berkshire Hathaway, Inc. (NYSE:BRK.B), an investment firm operated by another guru, started in late 2010. FAIRX snapped up an initial 6.84 million shares and upped the stake to 9.43 million in Q2 2011. The billionaire investor has exited BRK.B twice, and the latest trades indicate he might be on the way out for the third time. In Q1 2023, the fund shed 3.86% (2,390 shares) of the BRK holding, trimming the shares to 59,565 and reducing the percentage of the portfolio to 1.52%.

According to the Insider Monkey database, 108 hedge funds held stakes in Berkshire Hathaway, Inc. (NYSE:BRK.B), with a combined value of $12.61 billion in Q1 2023. The most notable shareholder in Berkshire Hathaway, Inc. (NYSE:BRK.B) is Bill & Melinda Gates Foundation Trust.