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
- +6.47%
- 1-year
- +31.16%
- 3-year
- +13.90%
- 5-year
- +56.90%
- 3-year vs S&P 500
- -59.34%
- 5-year vs S&P 500
- -16.79%
- 5-year top 5
- +54.60%
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 2026-09-19 from SEC 13F data.
Live quotes available for 11 of 30 rows. Rows without a quote are marked unavailable.
| 1 | SHLD | SEARS HLDGS CORP COM COM | 12.51% | - | 1,495,163,900 | $1.25B | No quote | No quote |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL COM | 7.96% | - | 24,150,700 | $793.59M | $32.86 | No quote |
| 3 | JOE | ST JOE CO COM COM | 7.77% | - | 0 | $775.22M | No quote | No quote |
| 4 | C | CITIGROUP INC COM COM | 7.13% | - | 0 | $710.65M | No quote | No quote |
| 5 | HTZ | HERTZ GLOBAL HOLDINGS INC COM COM | 7.07% | - | 0 | $704.94M | No quote | No quote |
| 6 | HUM | HUMANA INC COM COM | 6.99% | - | 1,587,960,000 | $696.96M | $0.44 | No quote |
| 7 | ACF | AMERICREDIT CORP COM COM | 6.75% | - | 0 | $673.05M | No quote | No quote |
| 8 | SPR | SPIRIT AEROSYSTEMS HLDGS INC C COM | 5.46% | - | 0 | $544.86M | No quote | No quote |
| 9 | BNI | BURLINGTON NORTHERN SANTA FE C COM | 5.41% | - | 546,600,000 | $539.06M | No quote | No quote |
| 10 | LUK | LEUCADIA NATL CORP COM COM | 4.83% | - | 2,024,764,400 | $481.69M | No quote | No quote |
| 11 | WLP | WELLPOINT INC COM COM | 4.44% | - | 759,279,400 | $442.58M | No quote | No quote |
| 12 | FRX | FOREST LABS INC COM COM | 4.42% | - | 1,373,250,000 | $440.95M | No quote | No quote |
| 13 | CIT | CIT GROUP INC. COM | 3.96% | - | 1,432,133,800 | $395.41M | No quote | No quote |
| 14 | BRK-A | BERKSHIRE HATHAWAY INC DEL CL COM | 3.90% | - | 392,500 | $389.36M | $992.00 | No quote |
| 15 | WCG | WELLCARE HEALTH PLANS INC COM COM | 2.91% | - | 788,280,900 | $289.77M | No quote | No quote |
| 16 | CMCSK | COMCAST CORP SPECIAL CL A COM | 2.33% | - | 1,452,090,000 | $232.48M | No quote | No quote |
| 17 | RF | REGIONS FINANCIAL CORP COM | 2.30% | - | 0 | $229.39M | No quote | No quote |
| 18 | CMCSA | COMCAST CORP CL A COM | 1.53% | - | 903,160,000 | $152.27M | $0.17 | No quote |
| 19 | RRR | RSC HOLDINGS, INC. COM | 0.76% | - | 1,081,360,000 | $76.13M | No quote | No quote |
| 20 | FUR | WINTHROP RLTY TR SH BEN INT COM | 0.47% | - | 4,297,670 | $46.67M | No quote | No quote |
| 21 | URI | UNITED RENTALS INC COM COM | 0.45% | - | 456,686,200 | $44.8M | $0.10 | No quote |
| 22 | TAL | TAL INTL GROUP INC COM COM | 0.30% | - | 240,274,200 | $30.2M | $0.13 | No quote |
| 23 | MI | MARSHALL & ILSLEY CORP COM | 0.23% | - | 419,160,000 | $22.84M | No quote | No quote |
| 24 | - | SEARS HOLDING CLL OPT CALLCUSIP 812350906 | 0.06% | - | 6,660,000 | $5.56M | No quote | No quote |
| 25 | WTM | WHITE MTNS INS GROUP LTD COM | 0.02% | - | 737,400 | $2.45M | $3.33 | No quote |
| 26 | PFE | PFIZER INC COM COM | 0.02% | - | 9,360,000 | $1.7M | $0.18 | No quote |
| 27 | DJCO | DAILY JOURNAL CORP COM COM | 0.01% | - | 1,655,000 | $1.03M | $0.62 | No quote |
| 28 | KO | COCA COLA CO COM COM | 0.01% | - | 1,290,000 | $735K | $0.57 | No quote |
| 29 | BMY | BRISTOL MYERS SQUIBB CO COM COM | 0.00% | - | 1,410,000 | $356K | $0.25 | No quote |
| 30 | PWE | PENN WEST ENERGY TR TR UNIT COM | 0.00% | - | 1,512,915 | $266K | No quote | No quote |