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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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| 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 |