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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 10 of 33 rows. Rows without a quote are marked unavailable.


1	SHLD	SEARS HLDGS CORP COM COM	14.91%	Reduce -99.0%	14,714,071	$1.6B	No quote	No quote
2	C	CITIGROUP INC COM COM	8.61%	New	227,460,600	$921.22M	$4.05	No quote
3	JOE	ST JOE CO COM COM	8.10%	New	26,799,155	$866.95M	$32.35	No quote
4	HUM	HUMANA INC COM COM	6.90%	Reduce -99.0%	15,798,900	$738.92M	$46.77	No quote
5	ACF	AMERICREDIT CORP COM COM	6.81%	New	30,673,922	$728.84M	No quote	No quote
6	BAC	BANK OF AMERICA CORPORATION CO COM	6.56%	New	39,309,900	$701.68M	$17.85	No quote
7	RF	REGIONS FINANCIAL CORP COM	5.56%	New	75,815,514	$595.15M	$7.85	No quote
8	HTZ	HERTZ GLOBAL HOLDINGS INC COM COM	5.24%	New	56,179,189	$561.23M	$9.99	No quote
9	SPR	SPIRIT AEROSYSTEMS HLDGS INC C COM	5.04%	New	23,073,740	$539.47M	No quote	No quote
10	AIG	AMERICAN INTL GROUP COM COM	4.80%	New	15,038,100	$513.4M	$34.14	No quote
11	LUK	LEUCADIA NATL CORP COM COM	4.71%	Reduce -99.0%	20,302,189	$503.72M	No quote	No quote
12	CIT	CIT GROUP INC. COM	4.46%	Reduce -99.2%	12,239,729	$476.86M	No quote	No quote
13	BRK/A	BERKSHIRE HATHAWAY INC DEL CL COMCUSIP 084670108	4.21%	Reduce -99.1%	3,700	$450.66M	No quote	No quote
14	CMCSK	COMCAST CORP SPECIAL CL A COM	3.56%	Reduce -98.5%	21,208,100	$381.11M	No quote	No quote
15	BRK/B	BERKSHIRE HATHAWAY INC DEL CL COMCUSIP 084670702	2.86%	Reduce -84.4%	3,763,000	$305.86M	No quote	No quote
16	WCG	WELLCARE HEALTH PLANS INC COM COM	2.17%	Reduce -99.0%	7,805,576	$232.63M	No quote	No quote
17	AIGPRA	AIG PFD 8.5% PFD	1.94%	New	20,312,500	$207.59M	No quote	No quote
18	CMCSA	COMCAST CORP CL A COM	1.58%	Reduce -99.0%	9,014,118	$169.65M	$18.82	No quote
19	RRR	RSC HOLDINGS, INC. COM	1.07%	Reduce -98.7%	14,340,700	$114.15M	No quote	No quote
20	FUR	WINTHROP REALTY TRUST COM	0.54%	Add +12.4%	4,831,055	$58.18M	No quote	No quote
21	TAL	TAL INTL GROUP INC COM COM	0.37%	Reduce -99.1%	2,095,876	$39.78M	$18.98	No quote
22	DJCO	DAILY JOURNAL CORP COM COM	0.01%	Reduce -99.3%	12,150	$811K	$66.75	No quote
33	WTM	WHITE MTNS INS GROUP LTD COM	-	Sold	0	$0	No quote	No quote
32	WLP	WELLPOINT INC COM COM	-	Sold	0	$0	No quote	No quote
31	URI	UNITED RENTALS INC COM COM	-	Sold	0	$0	No quote	No quote
30	-	SEARS HOLDING CLL OPT CALLCUSIP 812350906	-	Sold	0	$0	No quote	No quote
29	PFE	PFIZER INC COM COM	-	Sold	0	$0	No quote	No quote
28	PWE	PENN WEST ENERGY TR TR UNIT COM	-	Sold	0	$0	No quote	No quote
27	MI	MARSHALL & ILSLEY CORP COM	-	Sold	0	$0	No quote	No quote
26	FRX	FOREST LABS INC COM COM	-	Sold	0	$0	No quote	No quote
25	KO	COCA COLA CO COM COM	-	Sold	0	$0	No quote	No quote
24	BNI	BURLINGTON NORTHERN SANTA FE C COM	-	Sold	0	$0	No quote	No quote
23	BMY	BRISTOL MYERS SQUIBB CO COM COM	-	Sold	0	$0	No quote	No quote