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 12 of 12 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 78.19% | Reduce -3.1% | 19,578,367 | $968.74M | $49.48 | |
| 2 | EPD | ENTERPRISE PRODS PARTNERS L | 13.76% | - | 5,450,400 | $170.43M | $31.27 | |
| 3 | OZK | BANK OZK | 3.77% | Reduce -0.1% | 915,652 | $46.68M | $50.98 | |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.97% | Reduce -0.3% | 48,437 | $24.35M | $502.74 | |
| 5 | WRB | WR BERKLEY CORP | 1.62% | - | 261,450 | $20.03M | $76.62 | |
| 6 | OXY | OCCIDENTAL PETE CORP | 0.26% | - | 69,100 | $3.26M | $47.25 | |
| 7 | ET | ENERGY TRANSFER L P | 0.23% | - | 166,600 | $2.86M | $17.16 | |
| 8 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.06% | - | 1 | $754.2K | $754200.00 | |
| 9 | AAPL | APPLE INC | 0.05% | - | 2,400 | $611.11K | $254.63 | |
| 10 | FANG | DIAMONDBACK ENERGY INC | 0.05% | - | 4,000 | $572.4K | $143.10 | |
| 11 | CNR | CORE NATURAL RESOURCES INC | 0.03% | - | 5,000 | $417.4K | $83.48 | |
| 12 | EOG | EOG RES INC | 0.02% | - | 2,000 | $224.24K | $112.12 |