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 6 of 26 rows. Rows without a quote are marked unavailable.
| 1 | SHLD | SEARS HLDGS CORP COM COM | 31.30% | - | 1,627,069,200 | $935.89M | No quote | No quote |
| 2 | CIT | CIT GROUP INC. COM | 19.67% | - | 1,936,876,900 | $588.23M | No quote | No quote |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL COMCUSIP 084670702 | 17.57% | - | 739,449,100 | $525.31M | No quote | No quote |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL COMCUSIP 084670108 | 14.47% | - | 405,000 | $432.54M | No quote | No quote |
| 5 | LUK | LEUCADIA NATL CORP COM COM | 14.03% | - | 1,849,715,000 | $419.52M | No quote | No quote |
| 6 | JEF | JEFFERIES GROUP INC NEW COM COM | 1.43% | - | 344,961,100 | $42.81M | $0.12 | No quote |
| 7 | FUR | WINTHROP RLTY TR SH BEN INT NE COM | 0.28% | - | 94,664,800 | $8.23M | No quote | No quote |
| 8 | VOD | VODAFONE GROUP PLC - ADR COM | 0.24% | - | 28,000,000 | $7.18M | No quote | No quote |
| 9 | VZ | VERIZON COMMUNICATIONS INC COM COM | 0.16% | - | 13,000,000 | $4.78M | $0.37 | No quote |
| 10 | T | AT&T INC COM COM | 0.15% | - | 16,000,000 | $4.56M | $0.29 | No quote |
| 11 | RDSA | ROYAL DUTCH SHELL PLC-ADR COM | 0.14% | - | 7,000,000 | $4.31M | No quote | No quote |
| 12 | TEF | TELEFONICA S.A. ADR COM | 0.14% | - | 22,000,000 | $4.21M | No quote | No quote |
| 13 | SAN | BANCO SANTANDER SA- ADR COM | 0.14% | - | 51,000,000 | $4.1M | No quote | No quote |
| 14 | AIG | AMERICAN INTL GROUP COM COM | 0.07% | - | 0 | $2.23M | No quote | No quote |
| 15 | GS | GOLDMAN SACHS GROUP, INC. COM | 0.07% | - | 2,300,000 | $2.18M | $0.95 | No quote |
| 16 | WFC | WELLS FARGO & CO NEW COM COM | 0.03% | - | 3,140,000 | $757K | $0.24 | No quote |
| 17 | BAC | BANK OF AMERICA CORP. COM COM | 0.02% | - | 0 | $642.67K | No quote | No quote |
| 18 | C | CITIGROUP INC COM COM | 0.02% | - | 0 | $638.55K | No quote | No quote |
| 19 | BAM | BROOKFIELD ASSET MGMT INC CL A COM | 0.02% | - | 0 | $612.89K | No quote | No quote |
| 20 | AGO | ASSURED GUARANTY LTD. COM | 0.02% | - | 5,170,000 | $568K | $0.11 | No quote |
| 21 | JOE | ST JOE CO COM COM | 0.01% | - | 0 | $384.9K | No quote | No quote |
| 22 | MBI | MBIA INC COM COM | 0.01% | - | 0 | $352.33K | No quote | No quote |
| 23 | RF | REGIONS FINANCIAL CORP COM | 0.01% | - | 0 | $201.69K | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.