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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 5 of 14 rows. Rows without a quote are marked unavailable.


1	JOE	ST JOE CO	76.79%	Reduce -0.2%	27,394,450	$460.23M	$16.80	No quote
2	VSTO	VISTA OUTDOOR INC	10.54%	Reduce -30.1%	3,532,000	$63.19M	No quote	No quote
3	VST	VISTRA ENERGY CORP	4.21%	Reduce -2.1%	1,015,300	$25.26M	$24.88	No quote
4	SPB	SPECTRUM BRANDS HLDGS INC NE	3.63%	New	291,228	$21.76M	$74.72	No quote
5	SHLD	SEARS HLDGS CORP	2.27%	Reduce -19.4%	14,055,740	$13.61M	No quote	No quote
6	T	AT&T INC	1.94%	Reduce -71.7%	346,900	$11.65M	$33.58	No quote
7	BRK/B	BERKSHIRE HATHAWAY INC DELCUSIP 084670702	0.34%	New	9,600	$2.06M	No quote	No quote
8	JEF	JEFFERIES FINL GROUP INC	0.24%	-	66,000	$1.45M	$21.95	No quote
9	SHLDW	SEARS HLDGS CORP	0.02%	Reduce -0.3%	5,549,754	$117K	No quote	No quote
14	SPB	SPECTRUM BRANDS HLDGS INC	-	Sold	0	$0	No quote	No quote
13	OAK	OAKTREE CAP GROUP LLC	-	Sold	0	$0	No quote	No quote
12	HRG	HRG GROUP INC	-	Sold	0	$0	No quote	No quote
11	CLPR	CLIPPER RLTY INC	-	Sold	0	$0	No quote	No quote
10	C	CITIGROUP INC	-	Sold	0	$0	No quote	No quote