TNTradingNote AI
Back to daily briefing

Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

7 changes from Bruce Berkowitz (Fairholme Capital), filed 2024-11-14 for period end 2024-09-30.

$1.5B portfolio value
StockActionChangeCurrentPortfolio Impact
790148100
ST JOE CO
Increased$55.9M$1.2B3.83%
06417N103
BANK OZK
Increased$5.6M$28.1M0.38%
84423102
WR BERKLEY CORP
Increased$5.0M$14.8M0.34%
84670702
BERKSHIRE HATHAWAY INC DEL
Increased$2.7M$23.0M0.19%
293792107
ENTERPRISE PRODS PARTNERS L
Increased$942,770$158.5M0.06%
84670108
BERKSHIRE HATHAWAY INC DEL
Increased$78,939$691,1800.01%
37833100
APPLE INC
Increased$53,712$559,2000.00%

Evidence

Related Cards

MB
Increased47215P106

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in JD.COM INC (47215P106) on 2024-11-14, covering period end 2024-09-30.

MB
Increased01609W102

Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in ALIBABA GROUP HLDG LTD (01609W102) on 2024-11-14, covering period end 2024-09-30.

PT
Increased464287655

Paul Tudor Jones II

Paul Tudor Jones II (Tudor Investment) filed a 13F change in Ishares Russell 2000 Etf - US ETP (464287655) on 2024-11-14, covering period end 2024-09-30.

Bruce Berkowitz (Fairholme Capital) disclosed increased in WR BERKLEY CORP | TradingNote AI