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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 4 of 27 rows. Rows without a quote are marked unavailable.
| 1 | SHLD | SEARS HLDGS CORP COM | 20.87% | Add +10344.9% | 1,466,167,100 | $1.06B | No quote | No quote |
| 2 | GS | GOLDMAN SACHS GROUP, INC. | 17.14% | Add +9932.0% | 600,980,000 | $868.9M | $1.45 | No quote |
| 3 | CIT | CIT GROUP INC. | 12.44% | Add +12516.9% | 1,544,252,900 | $630.36M | No quote | No quote |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670108 | 9.88% | Add +10041.2% | 402,200 | $500.74M | No quote | No quote |
| 5 | LUK | LEUCADIA NATL CORP COM | 8.98% | Add +9675.6% | 1,926,937,700 | $455.16M | No quote | No quote |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702 | 7.73% | Add +9351.1% | 474,060,000 | $392M | No quote | No quote |
| 7 | SPR | SPIRIT AEROSYSTEMS HLDGS INC C | 7.65% | Add +8473.8% | 1,946,292,000 | $387.9M | No quote | No quote |
| 8 | GE | GENERAL ELECTRIC CO COM | 4.62% | New | 1,439,480,000 | $233.92M | $0.16 | No quote |
| 9 | HUM | HUMANA INC COM | 3.44% | Add +2550.6% | 347,390,000 | $174.53M | $0.50 | No quote |
| 10 | WCG | WELLCARE HEALTH PLANS INC COM | 3.33% | Add +7739.4% | 583,496,700 | $169M | No quote | No quote |
| 11 | RRR | RSC HOLDINGS, INC. | 2.21% | Add +10019.1% | 1,501,530,000 | $112.01M | No quote | No quote |
| 12 | FUR | WINTHROP REALTY TRUST | 0.87% | Add +8402.4% | 357,428,500 | $44.2M | No quote | No quote |
| 13 | TAL | TAL INTL GROUP INC COM | 0.70% | Add +7752.6% | 146,738,800 | $35.56M | $0.24 | No quote |
| 14 | AIG | AMERICAN INTL GROUP COM | 0.03% | Reduce -100.0% | 0 | $1.29M | No quote | No quote |
| 15 | C | CITIGROUP INC COM | 0.02% | Reduce -100.0% | 0 | $941.51K | No quote | No quote |
| 16 | BAC | BANK OF AMERICA CORPORATION CO | 0.02% | Reduce -100.0% | 0 | $926.59K | No quote | No quote |
| 17 | MS | MORGAN STANLEY COM | 0.02% | Reduce -100.0% | 0 | $897K | No quote | No quote |
| 18 | JOE | ST JOE CO COM | 0.01% | Reduce -100.0% | 0 | $665.84K | No quote | No quote |
| 19 | ACF | AMERICREDIT CORP COM | 0.01% | Reduce -100.0% | 0 | $606.74K | No quote | No quote |
| 20 | RF | REGIONS FINANCIAL CORP | 0.01% | Reduce -100.0% | 0 | $521.45K | No quote | No quote |
| 21 | MBI | MBIA INC COM | 0.01% | Reduce -100.0% | 0 | $322.84K | No quote | 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 |