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 2026-08-14 from SEC 13F data.
Live quotes available for 13 of 13 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 76.43% | Reduce -5.3% | 18,182,367 | $1.14B | $62.63 | |
| 2 | EPD | ENTERPRISE PRODS PARTNERS L | 13.46% | - | 5,455,800 | $200.56M | $36.76 | |
| 3 | OZK | BANK OZK | 3.22% | - | 921,252 | $47.99M | $52.09 | |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.95% | Add +74.1% | 87,852 | $43.96M | $500.39 | |
| 5 | WRB | WR Berkley Corp | 1.21% | - | 256,350 | $18.08M | $70.53 | |
| 6 | PGR | PROGRESSIVE CORP | 1.06% | Add +8.7% | 72,200 | $15.77M | $218.45 | |
| 7 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.55% | Add +450.0% | 11 | $8.24M | $748850.00 | |
| 8 | PFE | PFIZER INC | 0.37% | New | 231,000 | $5.56M | $24.08 | |
| 9 | KHC | KRAFT HEINZ CO | 0.32% | Add +92.1% | 202,300 | $4.78M | $23.62 | |
| 10 | CPB | THE CAMPBELLS COMPANY | 0.17% | New | 116,500 | $2.59M | $22.27 | |
| 11 | UPS | UNITED PARCEL SVCS INC | 0.17% | New | 23,800 | $2.56M | $107.50 | |
| 12 | AAPL | APPLE INC | 0.05% | - | 2,400 | $694.46K | $289.36 | |
| 13 | HOMB | HOME BANCSHARES INC | 0.02% | - | 12,100 | $345.46K | $28.55 |