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 11 of 14 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 83.59% | Reduce -0.2% | 26,444,357 | $545.55M | $20.63 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 10.33% | Reduce -2.4% | 316,595 | $67.42M | $212.94 | |
| 3 | BAC | BK OF AMERICA CORP | 1.25% | New | 337,400 | $8.13M | $24.09 | |
| 4 | KHC | KRAFT HEINZ CO | 1.22% | Reduce -39.6% | 266,300 | $7.98M | $29.95 | |
| 5 | T | AT&T INC | 1.00% | New | 229,500 | $6.54M | $28.51 | |
| 6 | CNQ | CANADIAN NAT RES LTD | 0.71% | New | 290,500 | $4.65M | $16.01 | |
| 7 | WES | WESTERN MIDSTREAM PARTNERS L | 0.66% | Add +86.2% | 540,000 | $4.32M | No quote | No quote |
| 8 | SPG | SIMON PPTY GROUP INC NEW | 0.52% | Add +80.0% | 52,200 | $3.38M | $64.67 | |
| 9 | KMI | KINDER MORGAN INC DEL | 0.37% | New | 196,600 | $2.42M | $12.33 | |
| 10 | ET | ENERGY TRANSFER LP | 0.21% | New | 258,300 | $1.4M | $5.42 | |
| 11 | AAPL | APPLE INC | 0.08% | New | 4,260 | $493K | $115.73 | |
| 12 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.05% | - | 1 | $320K | $320000.00 | |
| 13 | OXY-WS | OCCIDENTAL PETE CORP | 0.01% | New | 29,102 | $87K | No quote | No quote |
| 14 | OXY | OCCIDENTAL PETE CORP | - | Sold | 0 | $0 | No quote | No quote |