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 6 of 21 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP COM COM | 42.99% | - | 0 | $2.84B | No quote | No quote |
| 2 | SHLD | SEARS HLDGS CORP COM COM | 14.23% | Add +0.6% | 1,693,408,000 | $939.67M | No quote | No quote |
| 3 | BAC | BANK OF AMERICA CORP. COM | 13.67% | - | 0 | $902.56M | No quote | No quote |
| 4 | JOE | ST JOE CO COM COM | 7.49% | - | 0 | $494.36M | No quote | No quote |
| 5 | MBI | MBIA INC COM COM | 6.80% | - | 0 | $448.63M | No quote | No quote |
| 6 | CIT | CIT GROUP INC. COM | 6.66% | Reduce -20.6% | 1,115,372,900 | $439.35M | No quote | No quote |
| 7 | LUK | LEUCADIA NATL CORP COM COM | 6.29% | Add +0.4% | 1,824,008,800 | $414.96M | No quote | No quote |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL COM | 1.10% | Add +2.5% | 82,347,500 | $72.63M | $0.88 | No quote |
| 9 | JEF | JEFFERIES GROUP INC. COM | 0.36% | Reduce -37.2% | 172,805,000 | $23.66M | $0.14 | No quote |
| 10 | C | CITIGROUP INC COM COM | 0.16% | Reduce -4.2% | 31,687,000 | $10.37M | $0.33 | No quote |
| 11 | OSH | ORCHARD SUPPLY HARDWARE STORES COM | 0.14% | Reduce -6.1% | 62,310,600 | $9.02M | No quote | No quote |
| 12 | WFC | WELLS FARGO & CO NEW COM COM | 0.11% | Add +543.0% | 20,190,000 | $6.97M | $0.35 | No quote |
| 13 | BRK-A | BERKSHIRE HATHAWAY INC DEL CL COM | 0.01% | - | 600 | $796K | $1326.67 | No quote |
| 14 | AGO | ASSURED GUARANTY LTD. COM | 0.01% | - | 5,170,000 | $704K | $0.14 | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | AIGWS | AIG WARRANTS, 45.00 STRIKE, 1 WTSWTS | OTHER | 0 | $329.55M |
| 2 | BACWSA | BAC WARRANTS, 13.30 STRIKE, 1 WTSWTS | OTHER | 988,612,800 | $34.9M |
| 3 | WFCWS | WELLS FARGO WARRANTS, 34.01 ST WTSWTS | OTHER | 137,796,500 | $13.63M |
| 4 | JPMWS | JP MORGAN WARRANTS, 42.42 STRI WTSWTS | OTHER | 76,500,000 | $7.87M |
| 5 | HIGWS | HARTFORD WARRANTS, 9.622 STRIK WTSWTS | OTHER | 52,440,000 | $5.85M |
| 6 | LNCWS | LINCOLN NATIONAL CORP., 10.715 WTSWTS | OTHER | 18,161,000 | $2.91M |
| 7 | GMWSB | GENERAL MOTORS CO, 18.33 STRIK WTSWTS | OTHER | 23,270,000 | $1.92M |