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 16 rows. Rows without a quote are marked unavailable.


1	JOE	ST JOE CO	85.54%	Reduce -1.9%	25,243,090	$1.06B	$42.10
2	EPD	ENTERPRISE PRODS PARTNERS L	2.78%	Add +2024.5%	1,593,400	$34.48M	$21.64
3	CMC	COMMERCIAL METALS CO	2.77%	Add +102.5%	1,130,200	$34.43M	$30.46
4	INTC	INTEL CORP	1.80%	Add +165.8%	418,600	$22.3M	$53.28
5	KMI	KINDER MORGAN INC DEL	1.26%	Add +40.1%	934,900	$15.64M	$16.73
6	ENB	ENBRIDGE INC	1.25%	Add +9.8%	390,800	$15.55M	$39.80
7	ET	ENERGY TRANSFER L P	1.15%	Add +44.7%	1,489,200	$14.27M	$9.58
8	BRK/B	BERKSHIRE HATHAWAY INC DELCUSIP 084670702	1.10%	-	49,960	$13.64M	No quote	No quote
9	WMB	WILLIAMS COS INC	0.69%	Add +8.9%	331,700	$8.6M	$25.94
10	WES	WESTERN MIDSTREAM PARTNERS L	0.63%	Reduce -22.7%	375,800	$7.88M	No quote	No quote
11	ORI	OLD REP INTL CORP	0.62%	Add +37.3%	331,100	$7.66M	$23.13
12	AAPL	APPLE INC	0.16%	-	14,060	$1.99M	$141.47
13	BABA	ALIBABA GROUP HLDG LTD	0.13%	-	10,580	$1.57M	$148.02
14	NTR	NUTRIEN LTD	0.10%	New	20,000	$1.3M	$64.85
15	BRK/A	BERKSHIRE HATHAWAY INC DELCUSIP 084670108	0.03%	-	1	$411K	No quote	No quote
16	VST	VISTRA CORP	-	Sold	0	$0	No quote	No quote