One of the most prominent coverage fund managers of Wall Street and founder of Fairholme Capital ManagementBrukowitz’s billionaire history and the unique investment approach make its portfolio options worth it. Berkowitz is known for its bets on non-demanding assets, its high convention investment style and its rare ability to observe dollars sold bills for cents and transits to keep them until the market is over.
His ability to focus on the facts and ignore the market talk has helped him to give strong results and gained heavy recognition in the industry. Appointed Morningstar-Stock Fund Manager of Morningsar in 2009 and the money manager of the Institutional Investor Magazine magazine in 2013, his honors emphasize his reputation as a value investor worth following.
Berkowitz has always believed in possessing a good handful of stocks. These stocks, however, are those that he believes in deeply. After all, the high convention investment is the name of the game.
“You only need some ideas throughout life to do it incredibly well.”
He is also a firm believer actually. The hated assets usually have a hidden value and the trick, according to him, is to look at the facts instead of reacting to the trauma as others do.
“Ignore the crowd. Count what matters.”
In an interview with Bill Brewster from The Business Brew, Bruce Berkowitz talked about how Fairholme began with a simple mission: to manage his family’s money. From the beginning, Fairholme was not a marketing organization. Rather, the unique background approach had a value creation instead of asset collection. Focusing only on deep research and concentrated positions, Berkowitz often managed portfolios with only some ideas.
Over the years, Berkowitz learned how financial metrics, which he trusted in the early years, were not the only factors to consider. Rather, the quality of management and ownership of ownership were equally important. This change in perspective has made it more selective, as it firmly believes that proper leadership can make or break an organization, especially in difficult times. That said, Berkowitz emphasized in the interview, as it avoids doing business with executives where he does not trust, regardless of the brightness that the financiers may seem.
In addition, Berkowitz’s investments are almost completely focused on us. The only reason for this strategy has been his commitment to profound understanding and control. According to him, Sound Investing requires a good understanding of the regulatory environment of the company, the tax structure, the supply chain and other related factors. Building this level of expertise was limited to its universe in the United States, where it focuses comfortably on a few of three to six positions, trying to fully understand the industry, competitors, suppliers and more. According to him, the US is a solid market for operation, especially for value that investors dream of the valuation and preservation of capital.
“His aptitude to choose actions is the difference of his peers, and the Fairholme portfolio is filled with attractive price firms that generate a high free free cash flow. The Berkowitz strategy has caused a long -term stellar record and their large cash bets have helped limit volatility.”
For this list, we chose actions of the portfolio 13f of Fairholme Capital Management in the late fourth quarter of 2024. We listed them in the ascending order of the potentials in reverse of the analysts, from May 9. These actions are also popular among other coverage funds. The data from the coverage fund is from the fourth quarter of 2024.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (Check out more details here)).
Western Petroleum Corporation (Oxy): Among the actions of the Bruce Berkowitz billionaire, with more potential
Oil is in the background with a few employees in the foreground, highlighting the company’s oil and gas production activities.
Fairholme Capital Management’s Stake: $ 444,690
Number of coverage fund holders: 68
On the other hand on reverse: 14.53%
Western Petroleum Corporation (NYSE: Oxy) is dedicated to the acquisition, exploration and development of oil and gas properties in the United States and internationally. Western is one of the best options of Bruget Brukowitz Bougters with the most potential. Although the shares have dropped by 18.25% year updated, analysts believe that it has a potential for 15%.
On May 8, JP Morgan analyst, Arun Jayaram, maintained his neutral position in actions, giving a retention rating. Western oil obtained a strong financial performance in the first quarter of 2025, characterized by a significant reduction in debt and a free cash flow than expected. There have also been positive developments in Oman’s operations, which have contributed to the company’s financial success.
Despite these positives, the firm is skeptical that, due to the potential risks associated with the operating costs of the United States and the production volumes, particularly in the Gulf of Mexico, it may not be able to fulfill its orientation for a whole year. The firm also pointed out a second quarter orientation, which was slightly below expectations, with the lowest volumes of production planned. This can affect global performance. Although Western cost reduction initiatives are promising, the need for an increase in production in the last half of 2025 is a challenge in itself. As a whole, these positive and negative factors have caused a retention rating.
Usually oxi Rankes 5th In our list of actions of the Bruce Brukowitz billionaire, with more potential on reverse. Although we recognize the potential of oxi as an investment, our conviction lies in the belief that some AI actions have a greater promise to obtain higher yields and do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of Ia more promising than Oxy but that sells less than five times, see our report on this Ia stock cheap.