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 4 of 8 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 86.09% | Reduce -0.1% | 26,491,533 | $514.47M | $19.42 | |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 9.69% | Add +33.0% | 324,310 | $57.89M | No quote | No quote |
| 3 | KHC | KRAFT HEINZ CO | 2.35% | Reduce -0.8% | 440,800 | $14.06M | $31.89 | |
| 4 | OXY | OCCIDENTAL PETE CORP | 1.00% | Reduce -23.6% | 328,110 | $6M | $18.30 | |
| 5 | WES | WESTERN MIDSTREAM PARTNERS L | 0.49% | - | 290,000 | $2.91M | No quote | No quote |
| 6 | SPG | SIMON PPTY GROUP INC NEW | 0.33% | Reduce -40.8% | 29,000 | $1.98M | $68.38 | |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.04% | New | 1 | $267K | No quote | No quote |
| 8 | VSTO | VISTA OUTDOOR INC | - | Sold | 0 | $0 | No quote | No quote |