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Bruce Berkowitz 13F portfolio summary

Bruce Berkowitz of FAIRHOLME CAPITAL MANAGEMENT LLC has 9 current stock holdings with a reported portfolio value of $1.51B. The portfolio 1 year return is +27.19%. Top holdings include JOE (79.67%), EPD (13.63%), OZK (2.79%), BRK-B (1.60%), WRB (1.12%).

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Bruce Berkowitz

FAIRHOLME CAPITAL MANAGEMENT LLC
Latest filing: 2026-03-31

Bruce Berkowitz runs FAIRHOLME CAPITAL MANAGEMENT LLC and currently holds 9 stock positions, which is fewer than the average of 496 among the investors we track. The portfolio is valued at approximately $1.51B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. Bruce Berkowitz ranks #46 out of 75 investors tracked based on their composite Alpha Score. Their current best-performing position is EPD (ENTERPRISE PRODS PARTNERS L) with returns of +18.03% from their average buy price, held for approximately 22.0 quarters. Over the past year, Bruce Berkowitz's portfolio at FAIRHOLME CAPITAL MANAGEMENT LLC has delivered returns of +27.19%. Their 3-year annualized return is +49.79%. Looking at the 5-year horizon, Bruce Berkowitz has achieved +51.94% annualized returns at FAIRHOLME CAPITAL MANAGEMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+27.19%
#29/75
3 Year
+49.79%
#57/75
5 Year
+51.94%
#43/75

Portfolio Value

$1.51B

Alpha Score

41.8

#46 of 75

Holdings

9

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change