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
- +6.47%
- 1-year
- +31.16%
- 3-year
- +13.90%
- 5-year
- +56.90%
- 3-year vs S&P 500
- -59.34%
- 5-year vs S&P 500
- -16.79%
- 5-year top 5
- +54.60%
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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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 2 of 9 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 95.34% | Reduce -3.1% | 26,547,898 | $349.64M | $13.17 | No quote |
| 2 | VSTO | VISTA OUTDOOR INC | 4.57% | Reduce -58.2% | 1,475,400 | $16.75M | No quote | No quote |
| 3 | JEF | JEFFERIES FINL GROUP INC | 0.09% | Reduce -70.5% | 19,500 | $339K | $17.38 | No quote |
| 9 | VST | VISTRA ENERGY CORP | - | Sold | 0 | $0 | No quote | No quote |
| 8 | SPB | SPECTRUM BRANDS HLDGS INC NE | - | Sold | 0 | $0 | No quote | No quote |
| 7 | SHLDW | SEARS HLDGS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 6 | SHLD | SEARS HLDGS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | - | Sold | 0 | $0 | No quote | No quote |
| 4 | T | AT&T INC | - | Sold | 0 | $0 | No quote | No quote |