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 | 35.89% | - | 0 | $2.14B | No quote | No quote |
| 2 | CIT | CIT GROUP INC. COM | 10.91% | Reduce -3.9% | 1,861,666,900 | $649.16M | No quote | No quote |
| 3 | BAC | BANK OF AMERICA CORP. COM COM | 9.74% | - | 0 | $579.7M | No quote | No quote |
| 4 | MBI | MBIA INC COM COM | 9.06% | - | 0 | $539.3M | No quote | No quote |
| 5 | SHLD | SEARS HLDGS CORP COM COM | 8.60% | Reduce -1.0% | 1,610,849,200 | $511.93M | No quote | No quote |
| 6 | BRK-A | BERKSHIRE HATHAWAY INC DEL CL COM | 7.76% | Reduce -0.7% | 402,200 | $461.55M | $1147.55 | No quote |
| 7 | LUK | LEUCADIA NATL CORP COM COM | 6.99% | Reduce -1.2% | 1,827,853,800 | $415.65M | No quote | No quote |
| 8 | JOE | ST JOE CO COM COM | 6.26% | - | 0 | $372.35M | No quote | No quote |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL COM | 3.50% | Reduce -63.1% | 273,014,100 | $208.31M | $0.76 | No quote |
| 10 | C | CITIGROUP INC COM COM | 0.93% | New | 211,009,300 | $55.52M | $0.26 | No quote |
| 11 | JEF | JEFFERIES GROUP INC. COM | 0.30% | Reduce -62.9% | 128,030,000 | $17.6M | $0.14 | No quote |
| 12 | GS | GOLDMAN SACHS GROUP, INC. COM | 0.03% | Reduce -7.4% | 2,130,000 | $1.93M | $0.90 | No quote |
| 13 | WFC | WELLS FARGO & CO NEW COM COM | 0.01% | - | 3,140,000 | $865K | $0.28 | No quote |
| 14 | AGO | ASSURED GUARANTY LTD. COM | 0.01% | - | 5,170,000 | $679K | $0.13 | No quote |
| 15 | RF | REGIONS FINANCIAL CORP COM | 0.00% | New | 2,090,000 | $90K | $0.04 | No quote |
| 22 | FUR | WINTHROP RLTY TR SH BEN INT NE COM | - | Sold | 0 | $0 | No quote | No quote |
| 21 | VOD | VODAFONE GROUP PLC - ADR COM | - | Sold | 0 | $0 | No quote | No quote |
| 20 | VZ | VERIZON COMMUNICATIONS INC COM COM | - | Sold | 0 | $0 | No quote | No quote |
| 19 | TEF | TELEFONICA S.A. ADR COM | - | Sold | 0 | $0 | No quote | No quote |
| 18 | RDSA | ROYAL DUTCH SHELL PLC-ADR COM | - | Sold | 0 | $0 | No quote | No quote |
| 17 | SAN | BANCO SANTANDER SA- ADR COM | - | Sold | 0 | $0 | No quote | No quote |
| 16 | T | AT&T INC COM COM | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.