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 14 of 22 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 90.79% | Reduce -0.1% | 26,430,357 | $1.12B | $42.45 | |
| 2 | BAC | BK OF AMERICA CORP | 1.19% | Add +43.3% | 483,500 | $14.66M | $30.31 | |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.12% | Reduce -81.2% | 59,450 | $13.79M | No quote | No quote |
| 4 | CNQ | CANADIAN NAT RES LTD | 0.93% | Add +63.6% | 475,300 | $11.43M | $24.05 | |
| 5 | T | AT&T INC | 0.90% | Add +69.4% | 388,700 | $11.18M | $28.76 | |
| 6 | KMI | KINDER MORGAN INC DEL | 0.70% | Add +221.5% | 632,000 | $8.64M | $13.67 | |
| 7 | CINF | CINCINNATI FINL CORP | 0.68% | New | 96,700 | $8.45M | $87.37 | |
| 8 | ENB | ENBRIDGE INC | 0.67% | New | 256,900 | $8.22M | $31.99 | |
| 9 | WES | WESTERN MIDSTREAM PARTNERS L | 0.62% | Add +3.1% | 556,600 | $7.69M | No quote | No quote |
| 10 | CVS | CVS HEALTH CORP | 0.61% | New | 111,100 | $7.59M | $68.30 | |
| 11 | ORI | OLD REP INTL CORP | 0.60% | New | 379,100 | $7.47M | $19.71 | |
| 12 | ET | ENERGY TRANSFER LP | 0.39% | Add +203.3% | 783,300 | $4.84M | $6.18 | |
| 13 | MO | ALTRIA GROUP INC | 0.18% | New | 54,200 | $2.22M | $41.00 | |
| 14 | EPD | ENTERPRISE PRODS PARTNERS L | 0.15% | New | 95,000 | $1.86M | $19.59 | |
| 15 | PAA | PLAINS ALL AMERN PIPELINE L | 0.14% | New | 213,000 | $1.76M | No quote | No quote |
| 16 | MMP | MAGELLAN MIDSTREAM PRTNRS LP | 0.14% | New | 40,900 | $1.74M | No quote | No quote |
| 17 | PM | PHILIP MORRIS INTL INC | 0.09% | New | 14,100 | $1.17M | $82.77 | |
| 18 | AAPL | APPLE INC | 0.05% | - | 4,260 | $565K | $132.63 | |
| 19 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.03% | - | 1 | $348K | No quote | No quote |
| 20 | OXY/WS | OCCIDENTAL PETE CORPCUSIP 674599162 | 0.02% | - | 29,102 | $198K | No quote | No quote |
| 22 | SPG | SIMON PPTY GROUP INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 21 | KHC | KRAFT HEINZ CO | - | Sold | 0 | $0 | No quote | No quote |