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.
Get email alerts when Bruce Berkowitz files a new 13F — sign in or create a free account.
Updated 2026-09-19 from SEC 13F data.
Live quotes available for 6 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 DEL | 9.69% | Add +33.0% | 324,310 | $57.89M | $178.51 | |
| 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 DEL | 0.04% | New | 1 | $267K | $267000.00 | |
| 8 | VSTO | VISTA OUTDOOR INC | - | Sold | 0 | $0 | No quote | No quote |