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.
Get email alerts when Bruce Berkowitz files a new 13F — sign in or create a free account.
Updated 2026-09-19 from SEC 13F data.
Live quotes available for 7 of 25 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP COM | 16.16% | - | 0 | $2.55B | No quote | No quote |
| 2 | GGP | GENERAL GROWTH PROPERTIES, INC | 11.14% | New | 0 | $1.76B | No quote | No quote |
| 3 | BAC | BANK OF AMERICA CORPORATION CO | 7.79% | - | 0 | $1.23B | No quote | No quote |
| 4 | C | CITIGROUP INC COM | 7.11% | - | 0 | $1.12B | No quote | No quote |
| 5 | SHLD | SEARS HLDGS CORP COM | 6.97% | Add +1.8% | 1,491,787,300 | $1.1B | No quote | No quote |
| 6 | MS | MORGAN STANLEY COM | 6.65% | - | 0 | $1.05B | No quote | No quote |
| 7 | GS | GOLDMAN SACHS GROUP, INC. | 6.27% | Reduce -2.0% | 588,890,000 | $990.28M | $1.68 | No quote |
| 8 | CIT | CIT GROUP INC. | 5.97% | Add +29.5% | 1,999,652,900 | $941.84M | No quote | No quote |
| 9 | RF | REGIONS FINANCIAL CORP | 5.52% | - | 0 | $871.2M | No quote | No quote |
| 10 | JOE | ST JOE CO COM | 3.71% | - | 0 | $585.32M | No quote | No quote |
| 11 | LUK | LEUCADIA NATL CORP COM | 3.51% | Reduce -1.4% | 1,900,792,100 | $554.65M | No quote | No quote |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL | 3.47% | Add +44.4% | 684,330,000 | $548.22M | $0.80 | No quote |
| 13 | BRK-A | BERKSHIRE HATHAWAY INC DEL CL | 3.07% | - | 402,200 | $484.45M | $1204.50 | No quote |
| 14 | MBI | MBIA INC COM | 2.92% | - | 0 | $461.05M | No quote | No quote |
| 15 | SPR | SPIRIT AEROSYSTEMS HLDGS INC C | 2.29% | Reduce -10.7% | 1,737,370,000 | $361.55M | No quote | No quote |
| 16 | GE | GENERAL ELECTRIC CORP COM | 1.85% | Add +10.8% | 1,595,300,000 | $291.78M | $0.18 | No quote |
| 17 | T | AT&T INC COM | 1.75% | New | 938,070,000 | $275.61M | $0.29 | No quote |
| 18 | VZ | VERIZON COMMUNICATIONS INC COM | 1.68% | New | 740,240,000 | $264.86M | $0.36 | No quote |
| 19 | RRR | RSC HOLDINGS, INC. | 0.90% | Reduce -2.5% | 1,463,860,000 | $142.58M | No quote | No quote |
| 20 | WCG | WELLCARE HEALTH PLANS INC COM | 0.68% | Reduce -38.8% | 356,980,000 | $107.88M | No quote | No quote |
| 21 | SAN | BANCO SANTANDER SA- ADR | 0.32% | New | 474,120,000 | $50.49M | No quote | No quote |
| 22 | FUR | WINTHROP REALTY TRUST | 0.20% | Reduce -30.3% | 249,184,800 | $31.87M | No quote | No quote |
| 23 | RDSA | ROYAL DUTCH SHELL PLC-ADR | 0.07% | New | 17,490,000 | $11.68M | No quote | No quote |
| 24 | HUM | HUMANA INC COM | 0.00% | Reduce -99.8% | 830,000 | $454K | $0.55 | No quote |
| 25 | TAL | TAL INTL GROUP INC COM | - | Sold | 0 | $0 | No quote | No quote |