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 9 of 13 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 78.50% | Reduce -0.7% | 24,288,448 | $938.75M | $38.65 | |
| 2 | CMC | COMMERCIAL METALS CO | 9.00% | Reduce -6.3% | 2,228,200 | $107.62M | $48.30 | |
| 3 | EPD | ENTERPRISE PRODS PARTNERS L | 8.36% | Add +6.7% | 4,142,800 | $99.92M | $24.12 | |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.60% | Reduce -36.5% | 61,955 | $19.14M | No quote | No quote |
| 5 | C | CITIGROUP INC | 0.65% | Reduce -1.0% | 172,400 | $7.8M | $45.23 | |
| 6 | ORI | OLD REP INTL CORP | 0.64% | - | 316,100 | $7.63M | $24.15 | |
| 7 | INTC | INTEL CORP | 0.61% | Reduce -52.6% | 277,300 | $7.33M | $26.43 | |
| 8 | ET | ENERGY TRANSFER L P | 0.27% | - | 268,700 | $3.19M | $11.87 | |
| 9 | WBA | WALGREENS BOOTS ALLIANCE INC | 0.23% | - | 74,000 | $2.76M | No quote | No quote |
| 10 | BABA | ALIBABA GROUP HLDG LTD | 0.06% | Reduce -50.9% | 7,610 | $670.37K | $88.09 | |
| 11 | AAPL | APPLE INC | 0.05% | - | 4,260 | $553.5K | $129.93 | |
| 12 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.04% | - | 1 | $468.71K | No quote | No quote |
| 13 | KMI | KINDER MORGAN INC DEL | - | Sold | 0 | $0 | No quote | No quote |