Bruce Berkowitz - Fairholme Capital
As of Q2 2026, Bruce Berkowitz reported 13 long-equity positions worth $1.49B in aggregate.
Copy-investor backtest
- Latest quarter
- +6.49%
- 1-year
- +31.19%
- 3-year
- +13.93%
- 5-year
- +56.70%
- 3-year vs S&P 500
- -59.31%
- 5-year vs S&P 500
- -16.98%
- 5-year top 5
- +54.63%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| JOE | ST JOE CO | Reduce -5.3% | 76.43% | 18,182,367 | $1.14B | $62.63 | $60.91 - $72.55(15%)$64.35 -> $62.63 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | Add +74.1% | 2.95% | 87,852 | $43.96M | $500.39 | $464.01 - $500.56(100%)$478.50 -> $499.99 |
| PFE | PFIZER INC | New | 0.37% | 231,000 | $5.56M | $24.08 | $23.62 - $28.75(9%)$28.55 -> $24.08 |
| CPB | THE CAMPBELLS COMPANY | New | 0.17% | 116,500 | $2.59M | $22.27 | $19.56 - $23.24(74%)$22.38 -> $22.27 |
| UPS | UNITED PARCEL SVCS INC | New | 0.17% | 23,800 | $2.56M | $107.50 | $93.86 - $111.22(79%)$97.91 -> $107.50 |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | Add +450.0% | 0.55% | 11 | $8.24M | $748850.00 | $698000.00 - $749970.00(98%)$716258.00 -> $748099.75 |
| KHC | KRAFT HEINZ CO | Add +92.1% | 0.32% | 202,300 | $4.78M | $23.62 | $21.75 - $24.71(63%)$22.27 -> $23.62 |
| PGR | PROGRESSIVE CORP | Add +8.7% | 1.06% | 72,200 | $15.77M | $218.45 | $189.20 - $224.51(83%)$193.36 -> $218.45 |