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.
Hedge Fund - Fairholme (FAIRX)
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Fund Profile
Filing Period:
Fund Name: | Fairholme (FAIRX) |
Manager | Bruce Berkowitz |
Portfolio Value | $1,722,875,000 |
Change This QTR | +1.13% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | JOE | 24,616,590 | $1,458,287 | -2% | 84.64% | ||
2. | CMC | 2,074,400 | $86,337 | +18% | 5.01% | ||
3. | EPD | 3,224,800 | $83,232 | +53% | 4.83% | ||
4. | INTC | 588,400 | $29,161 | +12% | 1.69% | ||
5. | BRKB | 49,155 | $17,347 | 1% |
Latest 13D & 13G Filings
Symbol | Company | Filed By | Filing Date | Filing |
---|---|---|---|---|
2021-12-10 | ||||
2021-03-12 | ||||
2020-04-09 | ||||
2018-12-04 | ||||
2018-10-19 |
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