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 5 of 7 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 87.23% | Add +0.8% | 26,514,269 | $444.91M | $16.78 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.74% | Add +1396.3% | 243,820 | $44.58M | $182.83 | |
| 3 | KHC | KRAFT HEINZ CO | 2.16% | New | 444,500 | $11M | $24.74 | |
| 4 | OXY | OCCIDENTAL PETE CORP | 0.98% | New | 429,490 | $4.97M | $11.58 | |
| 5 | SPG | SIMON PPTY GROUP INC NEW | 0.53% | New | 49,000 | $2.69M | $54.86 | |
| 6 | WES | WESTERN MIDSTREAM PARTNERS L | 0.18% | New | 290,000 | $940K | No quote | No quote |
| 7 | VSTO | VISTA OUTDOOR INC | 0.18% | Reduce -59.1% | 105,510 | $928K | No quote | No quote |