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 8 of 26 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP COM COM | 27.69% | - | 0 | $2.23B | No quote | No quote |
| 2 | SHLD | SEARS HLDGS CORP COM COM | 11.63% | - | 1,627,069,200 | $935.89M | No quote | No quote |
| 3 | BAC | BANK OF AMERICA CORP. COM COM | 7.99% | - | 0 | $642.67M | No quote | No quote |
| 4 | C | CITIGROUP INC COM COM | 7.94% | - | 0 | $638.55M | No quote | No quote |
| 5 | BAM | BROOKFIELD ASSET MGMT INC CL A COM | 7.62% | - | 0 | $612.89M | No quote | No quote |
| 6 | CIT | CIT GROUP INC. COM | 7.31% | - | 1,936,876,900 | $588.23M | No quote | No quote |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL COM | 6.53% | - | 739,449,100 | $525.31M | $0.71 | No quote |
| 8 | BRK-A | BERKSHIRE HATHAWAY INC DEL CL COM | 5.38% | - | 405,000 | $432.54M | $1068.00 | No quote |
| 9 | LUK | LEUCADIA NATL CORP COM COM | 5.21% | - | 1,849,715,000 | $419.52M | No quote | No quote |
| 10 | JOE | ST JOE CO COM COM | 4.78% | - | 0 | $384.9M | No quote | No quote |
| 11 | MBI | MBIA INC COM COM | 4.38% | - | 0 | $352.33M | No quote | No quote |
| 12 | RF | REGIONS FINANCIAL CORP COM | 2.51% | - | 0 | $201.69M | No quote | No quote |
| 13 | JEF | JEFFERIES GROUP INC NEW COM COM | 0.53% | - | 344,961,100 | $42.81M | $0.12 | No quote |
| 14 | FUR | WINTHROP RLTY TR SH BEN INT NE COM | 0.10% | - | 94,664,800 | $8.23M | No quote | No quote |
| 15 | VOD | VODAFONE GROUP PLC - ADR COM | 0.09% | - | 28,000,000 | $7.18M | No quote | No quote |
| 16 | VZ | VERIZON COMMUNICATIONS INC COM COM | 0.06% | - | 13,000,000 | $4.78M | $0.37 | No quote |
| 17 | T | AT&T INC COM COM | 0.06% | - | 16,000,000 | $4.56M | $0.29 | No quote |
| 18 | RDSA | ROYAL DUTCH SHELL PLC-ADR COM | 0.05% | - | 7,000,000 | $4.31M | No quote | No quote |
| 19 | TEF | TELEFONICA S.A. ADR COM | 0.05% | - | 22,000,000 | $4.21M | No quote | No quote |
| 20 | SAN | BANCO SANTANDER SA- ADR COM | 0.05% | - | 51,000,000 | $4.1M | No quote | No quote |
| 21 | GS | GOLDMAN SACHS GROUP, INC. COM | 0.03% | - | 2,300,000 | $2.18M | $0.95 | No quote |
| 22 | WFC | WELLS FARGO & CO NEW COM COM | 0.01% | - | 3,140,000 | $757K | $0.24 | No quote |
| 23 | AGO | ASSURED GUARANTY LTD. COM | 0.01% | - | 5,170,000 | $568K | $0.11 | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.