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 12 of 24 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 91.16% | Reduce -2.6% | 25,745,557 | $1.1B | $42.90 | |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.05% | Reduce -16.0% | 49,960 | $12.76M | No quote | No quote |
| 3 | ENB | ENBRIDGE INC | 1.03% | Add +33.0% | 341,800 | $12.44M | $36.40 | |
| 4 | T | AT&T INC | 1.00% | Add +2.6% | 398,800 | $12.07M | $30.27 | |
| 5 | KMI | KINDER MORGAN INC DEL | 0.92% | Add +5.6% | 667,200 | $11.11M | $16.65 | |
| 6 | CVS | CVS HEALTH CORP | 0.91% | Add +32.3% | 147,000 | $11.06M | $75.23 | |
| 7 | WES | WESTERN MIDSTREAM PARTNERS L | 0.85% | - | 556,600 | $10.35M | No quote | No quote |
| 8 | VST | VISTRA CORP | 0.72% | New | 492,900 | $8.71M | $17.68 | |
| 9 | ET | ENERGY TRANSFER LP | 0.65% | Add +31.4% | 1,029,200 | $7.9M | $7.68 | |
| 10 | WMB | WILLIAMS COS INC | 0.60% | New | 304,700 | $7.22M | $23.69 | |
| 11 | ORI | OLD REP INTL CORP | 0.43% | Reduce -36.4% | 241,100 | $5.27M | $21.84 | |
| 12 | VZ | VERIZON COMMUNICATIONS INC | 0.37% | New | 76,900 | $4.47M | $58.15 | |
| 13 | TRP | TC ENERGY CORP | 0.23% | New | 60,600 | $2.77M | $45.74 | |
| 14 | AAPL | APPLE INC | 0.04% | - | 4,260 | $520K | $122.07 | |
| 15 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.03% | - | 1 | $386K | No quote | No quote |
| 24 | PAA | PLAINS ALL AMERN PIPELINE L | - | Sold | 0 | $0 | No quote | No quote |
| 23 | PM | PHILIP MORRIS INTL INC | - | Sold | 0 | $0 | No quote | No quote |
| 22 | OXY/WS | OCCIDENTAL PETE CORPCUSIP 674599162 | - | Sold | 0 | $0 | No quote | No quote |
| 21 | MMP | MAGELLAN MIDSTREAM PRTNRS LP | - | Sold | 0 | $0 | No quote | No quote |
| 20 | EPD | ENTERPRISE PRODS PARTNERS L | - | Sold | 0 | $0 | No quote | No quote |
| 19 | CINF | CINCINNATI FINL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 18 | CNQ | CANADIAN NAT RES LTD | - | Sold | 0 | $0 | No quote | No quote |
| 17 | BAC | BK OF AMERICA CORP | - | Sold | 0 | $0 | No quote | No quote |
| 16 | MO | ALTRIA GROUP INC | - | Sold | 0 | $0 | No quote | No quote |