Skip to main content
Focused investors/Bruce Berkowitz

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.

Get email alerts when Bruce Berkowitz files a new 13F — sign in or create a free account.

Bruce Berkowitz - pick another manager

This view compares two managers’ portfolios to show the stocks they both hold, so you can see where independent high-conviction investors agree.

Pick a second manager above to see shared positions.