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 9 of 31 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP COM COM | 10.96% | - | 0 | $1.55B | No quote | No quote |
| 2 | SHLD | SEARS HLDGS CORP COM COM | 9.51% | Add +9.4% | 1,631,397,300 | $1.35B | No quote | No quote |
| 3 | BAC | BANK OF AMERICA CORPORATION CO COM | 8.71% | - | 0 | $1.24B | No quote | No quote |
| 4 | C | CITIGROUP INC COM COM | 8.06% | - | 0 | $1.14B | No quote | No quote |
| 5 | MS | MORGAN STANLEY COM COM | 7.49% | - | 0 | $1.06B | No quote | No quote |
| 6 | GS | GOLDMAN SACHS GROUP, INC. COM | 7.49% | Add +13.8% | 670,230,000 | $1.06B | $1.58 | No quote |
| 7 | RF | REGIONS FINANCIAL CORP COM | 6.35% | - | 0 | $900.5M | No quote | No quote |
| 8 | BAM | BROOKFIELD ASSET MGMT INC CL A COM | 6.30% | New | 0 | $892.65M | No quote | No quote |
| 9 | CIT | CIT GROUP INC. COM | 5.96% | Reduce -0.7% | 1,986,242,900 | $845.15M | No quote | No quote |
| 10 | LUK | LEUCADIA NATL CORP COM COM | 4.99% | Reduce -0.9% | 1,883,088,100 | $706.91M | No quote | No quote |
| 11 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL COM | 4.64% | Add +14.9% | 786,425,000 | $657.69M | $0.84 | No quote |
| 12 | JOE | ST JOE CO COM COM | 4.58% | - | 0 | $649.97M | No quote | No quote |
| 13 | CSCO | CISCO SYS INC COM COM | 4.33% | New | 0 | $614.29M | No quote | No quote |
| 14 | BRK-A | BERKSHIRE HATHAWAY INC DEL CL COM | 3.55% | - | 402,200 | $503.96M | $1253.00 | No quote |
| 15 | MBI | MBIA INC COM COM | 2.92% | - | 0 | $414.19M | No quote | No quote |
| 16 | SPR | SPIRIT AEROSYSTEMS HLDGS INC C COM | 1.98% | Reduce -37.0% | 1,094,990,000 | $281.08M | No quote | No quote |
| 17 | RRR | RSC HOLDINGS, INC. COM | 1.20% | Reduce -19.1% | 1,184,970,000 | $170.4M | No quote | No quote |
| 18 | VZ | VERIZON COMMUNICATIONS INC COM COM | 0.15% | Reduce -92.7% | 54,270,000 | $20.92M | $0.39 | No quote |
| 19 | TEF | TELEFONICA S.A. ADR COM | 0.15% | New | 81,750,000 | $20.62M | No quote | No quote |
| 20 | FUR | WINTHROP RLTY TR SH BEN INT NE COM | 0.14% | Reduce -34.2% | 163,994,800 | $20.09M | No quote | No quote |
| 21 | T | AT&T INC COM COM | 0.14% | Reduce -93.2% | 64,270,000 | $19.67M | $0.31 | No quote |
| 22 | SAN | BANCO SANTANDER SA- ADR COM | 0.09% | Reduce -76.3% | 112,250,000 | $13.16M | No quote | No quote |
| 23 | RDSA | ROYAL DUTCH SHELL PLC-ADR COM | 0.09% | - | 17,490,000 | $12.74M | No quote | No quote |
| 24 | LLY | ELI LILLY & CO. COM | 0.05% | New | 20,900,000 | $7.35M | $0.35 | No quote |
| 25 | BMY | BRISTOL-MYERS SQUIBB CO. COM | 0.05% | New | 27,700,000 | $7.32M | $0.26 | No quote |
| 26 | GSK | GLAXOSMITHKLINE PLC ADR COM | 0.05% | New | 19,000,000 | $7.3M | $0.38 | No quote |
| 27 | AZN | ASTRAZENECA PLC ADR COM | 0.05% | New | 15,500,000 | $7.15M | $0.46 | No quote |
| 30 | WCG | WELLCARE HEALTH PLANS INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 29 | HUM | HUMANA INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 28 | GE | GENERAL ELECTRIC CORP COM | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | AIGWS | AMERICAN INTL GROUP WTS WTSWTS | OTHER | 0 | $264.03M |