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 2026-05-30 from SEC 13F data.
Live quotes available for 12 of 12 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 78.54% | Reduce -0.0% | 20,204,167 | $963.74M | $47.70 | |
| 2 | EPD | ENTERPRISE PRODS PARTNERS L | 13.77% | - | 5,450,400 | $169.02M | $31.01 | |
| 3 | OZK | BANK OZK | 3.52% | Add +45.1% | 916,752 | $43.14M | $47.06 | |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.92% | Reduce -0.3% | 48,597 | $23.61M | $485.77 | |
| 5 | WRB | WR BERKLEY CORP | 1.57% | - | 261,450 | $19.21M | $73.47 | |
| 6 | ET | ENERGY TRANSFER L P | 0.25% | - | 166,600 | $3.02M | $18.13 | |
| 7 | OXY | OCCIDENTAL PETE CORP | 0.24% | Add +27.3% | 69,100 | $2.9M | $42.01 | |
| 8 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.06% | - | 1 | $728.8K | $728800.00 | |
| 9 | FANG | DIAMONDBACK ENERGY INC | 0.04% | - | 4,000 | $549.6K | $137.40 | |
| 10 | AAPL | APPLE INC | 0.04% | - | 2,400 | $495.2K | $206.34 | |
| 11 | CNR | CORE NATURAL RESOURCES INC | 0.03% | - | 5,000 | $348.7K | $69.74 | |
| 12 | EOG | EOG RES INC | 0.02% | - | 2,000 | $239.22K | $119.61 |