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User

Bruce Berkowitz

Fairholme Capital Management

Bruce Berkowitz KKR & Co Inc stake

total: 120

Fairholme Capital Management KKR trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2014 Q2
Held for:
2 quarters
Latest activity:
2014 Q4
According to 2026 Q2 report, Bruce Berkowitz doesn't hold any KKR & Co Inc (KKR) shares. To date, the estimated cost basis is nearly $24.33 for "buy" trades and estimated average "sell" price is $22.3. Fairholme Capital Management first purchased KKR in 2014 Q2, initially acquiring 101,500 shares. Since the initial investment in KKR & Co Inc (KKR), Fairholme Capital Management has made 1 more transaction.

When did Bruce Berkowitz sell KKR & Co Inc (KKR)?

Bruce Berkowitz sold off the entire KKR & Co Inc (KKR) position in 2014 Q4.

When did Bruce Berkowitz buy KKR & Co Inc (KKR)?

Bruce Berkowitz first invested in KKR & Co Inc (KKR) in 2014 Q2 at the reported quarter-end price of $24.33 per share.

What's the cost basis of Fairholme Capital Management's KKR stake?

The estimated cost basis for KKR & Co Inc (KKR) stake is around $24.33 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$24.32
Weighted AVG sell price:
$22.30

Bruce Berkowitz's historical trades in KKR & Co Inc

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2014 Q4
0.00%
$22.30
-100% (-101,500)
2014 Q2
0.02%
$24.33
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.