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 5 of 25 rows. Rows without a quote are marked unavailable.
| 1 | SHLD | SEARS HLDGS CORP COM | 17.84% | Add +1.8% | 1,491,787,300 | $1.1B | No quote | No quote |
| 2 | GS | GOLDMAN SACHS GROUP, INC. | 16.06% | Reduce -2.0% | 588,890,000 | $990.28M | $1.68 | No quote |
| 3 | CIT | CIT GROUP INC. | 15.27% | Add +29.5% | 1,999,652,900 | $941.84M | No quote | No quote |
| 4 | LUK | LEUCADIA NATL CORP COM | 8.99% | Reduce -1.4% | 1,900,792,100 | $554.65M | No quote | No quote |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702 | 8.89% | Add +44.4% | 684,330,000 | $548.22M | No quote | No quote |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670108 | 7.85% | - | 402,200 | $484.45M | No quote | No quote |
| 7 | SPR | SPIRIT AEROSYSTEMS HLDGS INC C | 5.86% | Reduce -10.7% | 1,737,370,000 | $361.55M | No quote | No quote |
| 8 | GE | GENERAL ELECTRIC CORP COM | 4.73% | Add +10.8% | 1,595,300,000 | $291.78M | $0.18 | No quote |
| 9 | T | AT&T INC COM | 4.47% | New | 938,070,000 | $275.61M | $0.29 | No quote |
| 10 | VZ | VERIZON COMMUNICATIONS INC COM | 4.29% | New | 740,240,000 | $264.86M | $0.36 | No quote |
| 11 | RRR | RSC HOLDINGS, INC. | 2.31% | Reduce -2.5% | 1,463,860,000 | $142.58M | No quote | No quote |
| 12 | WCG | WELLCARE HEALTH PLANS INC COM | 1.75% | Reduce -38.8% | 356,980,000 | $107.88M | No quote | No quote |
| 13 | SAN | BANCO SANTANDER SA- ADR | 0.82% | New | 474,120,000 | $50.49M | No quote | No quote |
| 14 | FUR | WINTHROP REALTY TRUST | 0.52% | Reduce -30.3% | 249,184,800 | $31.87M | No quote | No quote |
| 15 | RDSA | ROYAL DUTCH SHELL PLC-ADR | 0.19% | New | 17,490,000 | $11.68M | No quote | No quote |
| 16 | AIG | AMERICAN INTL GROUP COM | 0.04% | - | 0 | $2.55M | No quote | No quote |
| 17 | GGP | GENERAL GROWTH PROPERTIES, INC | 0.03% | New | 0 | $1.76M | No quote | No quote |
| 18 | BAC | BANK OF AMERICA CORPORATION CO | 0.02% | - | 0 | $1.23M | No quote | No quote |
| 19 | C | CITIGROUP INC COM | 0.02% | - | 0 | $1.12M | No quote | No quote |
| 20 | MS | MORGAN STANLEY COM | 0.02% | - | 0 | $1.05M | No quote | No quote |
| 21 | RF | REGIONS FINANCIAL CORP | 0.01% | - | 0 | $871.2K | No quote | No quote |
| 22 | JOE | ST JOE CO COM | 0.01% | - | 0 | $585.32K | No quote | No quote |
| 23 | MBI | MBIA INC COM | 0.01% | - | 0 | $461.05K | No quote | No quote |
| 24 | HUM | HUMANA INC COM | 0.01% | Reduce -99.8% | 830,000 | $454K | $0.55 | No quote |
| 25 | TAL | TAL INTL GROUP INC COM | - | Sold | 0 | $0 | No quote | No quote |