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 6 of 27 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP COM | 11.46% | Reduce -100.0% | 0 | $1.29B | No quote | No quote |
| 2 | SHLD | SEARS HLDGS CORP COM | 9.42% | Add +10344.9% | 1,466,167,100 | $1.06B | No quote | No quote |
| 3 | C | CITIGROUP INC COM | 8.38% | Reduce -100.0% | 0 | $941.51M | No quote | No quote |
| 4 | BAC | BANK OF AMERICA CORPORATION CO | 8.25% | Reduce -100.0% | 0 | $926.59M | No quote | No quote |
| 5 | MS | MORGAN STANLEY COM | 7.99% | Reduce -100.0% | 0 | $897M | No quote | No quote |
| 6 | GS | GOLDMAN SACHS GROUP, INC. | 7.74% | Add +9932.0% | 600,980,000 | $868.9M | $1.45 | No quote |
| 7 | JOE | ST JOE CO COM | 5.93% | Reduce -100.0% | 0 | $665.84M | No quote | No quote |
| 8 | CIT | CIT GROUP INC. | 5.61% | Add +12516.9% | 1,544,252,900 | $630.36M | No quote | No quote |
| 9 | ACF | AMERICREDIT CORP COM | 5.40% | Reduce -100.0% | 0 | $606.74M | No quote | No quote |
| 10 | RF | REGIONS FINANCIAL CORP | 4.64% | Reduce -100.0% | 0 | $521.45M | No quote | No quote |
| 11 | BRK-A | BERKSHIRE HATHAWAY INC DEL CL | 4.46% | Add +10041.2% | 402,200 | $500.74M | $1245.00 | No quote |
| 12 | LUK | LEUCADIA NATL CORP COM | 4.05% | Add +9675.6% | 1,926,937,700 | $455.16M | No quote | No quote |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL | 3.49% | Add +9351.1% | 474,060,000 | $392M | $0.83 | No quote |
| 14 | SPR | SPIRIT AEROSYSTEMS HLDGS INC C | 3.45% | Add +8473.8% | 1,946,292,000 | $387.9M | No quote | No quote |
| 15 | MBI | MBIA INC COM | 2.87% | Reduce -100.0% | 0 | $322.84M | No quote | No quote |
| 16 | GE | GENERAL ELECTRIC CO COM | 2.08% | New | 1,439,480,000 | $233.92M | $0.16 | No quote |
| 17 | HUM | HUMANA INC COM | 1.55% | Add +2550.6% | 347,390,000 | $174.53M | $0.50 | No quote |
| 18 | WCG | WELLCARE HEALTH PLANS INC COM | 1.50% | Add +7739.4% | 583,496,700 | $169M | No quote | No quote |
| 19 | RRR | RSC HOLDINGS, INC. | 1.00% | Add +10019.1% | 1,501,530,000 | $112.01M | No quote | No quote |
| 20 | FUR | WINTHROP REALTY TRUST | 0.39% | Add +8402.4% | 357,428,500 | $44.2M | No quote | No quote |
| 21 | TAL | TAL INTL GROUP INC COM | 0.32% | Add +7752.6% | 146,738,800 | $35.56M | $0.24 | No quote |
| 27 | HTZ | HERTZ GLOBAL HOLDINGS INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 26 | DJCO | DAILY JOURNAL CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 25 | CMCSK | COMCAST CORP SPECIAL CL A | - | Sold | 0 | $0 | No quote | No quote |
| 24 | CMCSA | COMCAST CORP CL A | - | Sold | 0 | $0 | No quote | No quote |
| 23 | BP | BP PLC SPONSORED ADR | - | Sold | 0 | $0 | No quote | No quote |
| 22 | AIGPRA | AIG PFD 8.5% | - | Sold | 0 | $0 | No quote | No quote |