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 10 of 17 rows. Rows without a quote are marked unavailable.


1	JOE	ST JOE CO	79.67%	Reduce -1.1%	19,210,167	$1.21B	$62.80
2	EPD	ENTERPRISE PRODS PARTNERS L	13.63%	Add +0.1%	5,455,800	$206.45M	$37.84
3	OZK	BANK OZK	2.79%	Add +0.8%	921,252	$42.28M	$45.89
4	BRK-B	BERKSHIRE HATHAWAY INC DEL	1.60%	Add +5.1%	50,452	$24.18M	$479.20
5	WRB	WR BERKLEY CORP	1.12%	Reduce -1.5%	256,350	$16.99M	$66.28
6	PGR	PROGRESSIVE CORP	0.87%	Add +159.4%	66,400	$13.16M	$198.24
7	KHC	KRAFT HEINZ CO	0.16%	New	105,300	$2.37M	$22.49
8	BRK-A	BERKSHIRE HATHAWAY INC DEL	0.09%	Add +100.0%	2	$1.44M	$718140.00
9	AAPL	APPLE INC	0.04%	-	2,400	$609.1K	$253.79
10	HOMB	HOME BANCSHARES INC	0.02%	New	12,100	$325.85K	$26.93
17	TGT	TARGET CORP	-	Sold	0	$0	No quote	No quote
16	OXY	OCCIDENTAL PETE CORP	-	Sold	0	$0	No quote	No quote
15	NRP	NATURAL RESOURCE PARTNERS L	-	Sold	0	$0	No quote	No quote
14	EOG	EOG RES INC	-	Sold	0	$0	No quote	No quote
13	ET	ENERGY TRANSFER L P	-	Sold	0	$0	No quote	No quote
12	FANG	DIAMONDBACK ENERGY INC	-	Sold	0	$0	No quote	No quote
11	CF	CF INDS HLDGS INC	-	Sold	0	$0	No quote	No quote