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Focused investors/Bruce Berkowitz

Bruce Berkowitz - Fairholme Capital

As of Q1 2026, Bruce Berkowitz reported 10 long-equity positions worth $1.51B in aggregate.

Copy-investor backtest

Latest quarter
-7.96%
1-year
+32.27%
3-year
+48.72%
3-year top 5
+48.05%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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

Live quotes available for 10 of 15 rows. Rows without a quote are marked unavailable.

1JOEST JOE CO76.18%-24,469,790$783.77M$32.0352w: $31.19 - $62.21; reported $32.03
2EPDENTERPRISE PRODS PARTNERS L8.97%Add +8.1%3,882,800$92.33M$23.7852w: $20.42 - $28.65; reported $23.78
3CMCCOMMERCIAL METALS CO8.20%Add +3.8%2,377,800$84.36M$35.4852w: $29.96 - $46.68; reported $35.48
4BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707022.53%Add +97.7%97,525$26.04MNo quoteNo quote
5INTCINTEL CORP1.47%Reduce -0.5%585,300$15.08M$25.7752w: $25.74 - $56.28; reported $25.77
6CCITIGROUP INC0.71%Reduce -1.0%174,100$7.26M$41.6752w: $41.61 - $73.72; reported $41.67
7ORIOLD REP INTL CORP0.64%-316,100$6.62M$20.9352w: $20.27 - $27.19; reported $20.93
8KMIKINDER MORGAN INC DEL0.57%Reduce -54.8%355,200$5.91M$16.6452w: $15.01 - $20.20; reported $16.64
9ETENERGY TRANSFER L P0.29%-268,700$2.96M$11.0352w: $7.96 - $12.49; reported $11.03
10WBAWALGREENS BOOTS ALLIANCE INC0.23%Add +7.3%74,000$2.32MNo quoteNo quote
11BABAALIBABA GROUP HLDG LTD0.12%Reduce -4.8%15,500$1.24M$80.0052w: $73.28 - $182.09; reported $80.00
12AAPLAPPLE INC0.06%-4,260$589K$138.2652w: $129.04 - $182.94; reported $138.26
13BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 0846701080.04%-1$406KNo quoteNo quote
15WFGWEST FRASER TIMBER CO LTD-Sold0$0No quoteNo quote
14DHID R HORTON INC-Sold0$0No quoteNo quote