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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 12 of 19 rows. Rows without a quote are marked unavailable.


1	JOE	ST JOE CO	90.64%	-	25,745,557	$1.15B	$44.61
2	CMC	COMMERCIAL METALS CO	1.35%	New	558,100	$17.15M	$30.72
3	ENB	ENBRIDGE INC	1.12%	Add +4.1%	355,800	$14.25M	$40.04
4	BRK/B	BERKSHIRE HATHAWAY INC DELCUSIP 084670702	1.10%	-	49,960	$13.89M	No quote	No quote
5	KMI	KINDER MORGAN INC DEL	0.96%	-	667,200	$12.16M	$18.23
6	ET	ENERGY TRANSFER L P	0.86%	-	1,029,200	$10.94M	$10.63
7	WES	WESTERN MIDSTREAM PARTNERS L	0.82%	Reduce -12.6%	486,300	$10.42M	No quote	No quote
8	VST	VISTRA CORP	0.81%	Add +12.2%	552,900	$10.26M	$18.55
9	INTC	INTEL CORP	0.70%	New	157,500	$8.84M	$56.14
10	WMB	WILLIAMS COS INC	0.64%	-	304,700	$8.09M	$26.55
11	ORI	OLD REP INTL CORP	0.47%	-	241,100	$6.01M	$24.91
12	BABA	ALIBABA GROUP HLDG LTD	0.19%	New	10,580	$2.4M	$226.75
13	AAPL	APPLE INC	0.15%	Add +230.1%	14,060	$1.93M	$136.98
14	EPD	ENTERPRISE PRODS PARTNERS L	0.14%	New	75,000	$1.81M	$24.13
15	BRK/A	BERKSHIRE HATHAWAY INC DELCUSIP 084670108	0.03%	-	1	$419K	No quote	No quote
19	VZ	VERIZON COMMUNICATIONS INC	-	Sold	0	$0	No quote	No quote
18	TRP	TC ENERGY CORP	-	Sold	0	$0	No quote	No quote
17	CVS	CVS HEALTH CORP	-	Sold	0	$0	No quote	No quote
16	T	AT&T INC	-	Sold	0	$0	No quote	No quote