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Focused investors/Bruce Berkowitz

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

Live quotes available for 1 of 4 rows. Rows without a quote are marked unavailable.

1JOEST JOE CO92.44%Reduce -0.1%26,532,198$437.52M$16.49No quote
2BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707025.60%New131,825$26.48MNo quoteNo quote
3VSTOVISTA OUTDOOR INC1.96%Reduce -21.4%1,159,000$9.28MNo quoteNo quote
4JEFJEFFERIES FINL GROUP INC-Sold0$0No quoteNo quote