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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Filing period

Updated 2026-09-19 from SEC 13F data.

Live quotes available for 12 of 15 rows. Rows without a quote are marked unavailable.


1	JOE	ST JOE CO	76.18%	-	24,469,790	$783.77M	$32.03
2	EPD	ENTERPRISE PRODS PARTNERS L	8.97%	Add +8.1%	3,882,800	$92.33M	$23.78
3	CMC	COMMERCIAL METALS CO	8.20%	Add +3.8%	2,377,800	$84.36M	$35.48
4	BRK-B	BERKSHIRE HATHAWAY INC DEL	2.53%	Add +97.7%	97,525	$26.04M	$267.02
5	INTC	INTEL CORP	1.47%	Reduce -0.5%	585,300	$15.08M	$25.77
6	C	CITIGROUP INC	0.71%	Reduce -1.0%	174,100	$7.26M	$41.67
7	ORI	OLD REP INTL CORP	0.64%	-	316,100	$6.62M	$20.93
8	KMI	KINDER MORGAN INC DEL	0.57%	Reduce -54.8%	355,200	$5.91M	$16.64
9	ET	ENERGY TRANSFER L P	0.29%	-	268,700	$2.96M	$11.03
10	WBA	WALGREENS BOOTS ALLIANCE INC	0.23%	Add +7.3%	74,000	$2.32M	No quote	No quote
11	BABA	ALIBABA GROUP HLDG LTD	0.12%	Reduce -4.8%	15,500	$1.24M	$80.00
12	AAPL	APPLE INC	0.06%	-	4,260	$589K	$138.26
13	BRK-A	BERKSHIRE HATHAWAY INC DEL	0.04%	-	1	$406K	$406000.00
15	WFG	WEST FRASER TIMBER CO LTD	-	Sold	0	$0	No quote	No quote
14	DHI	D R HORTON INC	-	Sold	0	$0	No quote	No quote