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 15 of 16 rows. Rows without a quote are marked unavailable.


1	JOE	ST JOE CO	80.43%	Reduce -0.8%	19,422,467	$1.15B	$59.37
2	EPD	ENTERPRISE PRODS PARTNERS L	12.19%	-	5,450,400	$174.74M	$32.06
3	OZK	BANK OZK	2.93%	Reduce -0.2%	913,652	$42.05M	$46.02
4	BRK-B	BERKSHIRE HATHAWAY INC DEL	1.68%	Reduce -0.9%	48,012	$24.13M	$502.65
5	WRB	WR BERKLEY CORP	1.27%	Reduce -0.5%	260,150	$18.24M	$70.12
6	PGR	PROGRESSIVE CORP	0.41%	New	25,600	$5.83M	$227.72
7	CF	CF INDS HLDGS INC	0.30%	New	54,700	$4.23M	$77.34
8	OXY	OCCIDENTAL PETE CORP	0.20%	-	69,100	$2.84M	$41.12
9	ET	ENERGY TRANSFER L P	0.19%	-	166,600	$2.75M	$16.49
10	TGT	TARGET CORP	0.16%	New	23,000	$2.25M	$97.75
11	NRP	NATURAL RESOURCE PARTNERS L	0.09%	New	12,000	$1.25M	$104.40
12	BRK-A	BERKSHIRE HATHAWAY INC DEL	0.05%	-	1	$754.8K	$754800.00
13	AAPL	APPLE INC	0.05%	-	2,400	$652.46K	$271.86
14	FANG	DIAMONDBACK ENERGY INC	0.04%	-	4,000	$601.32K	$150.33
15	EOG	EOG RES INC	0.01%	-	2,000	$210.02K	$105.01
16	CNR	CORE NATURAL RESOURCES INC	-	Sold	0	$0	No quote	No quote