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 | 46.46% | - | 0 | $3.03B | No quote | No quote |
| 2 | BAC | BANK OF AMERICA CORP. COM | 17.87% | - | 0 | $1.17B | No quote | No quote |
| 3 | SHLD | SEARS HLDGS CORP COM COM | 11.50% | Add +7.2% | 1,814,657,300 | $750.54M | No quote | No quote |
| 4 | JOE | ST JOE CO COM COM | 8.89% | - | 0 | $579.76M | No quote | No quote |
| 5 | LUK | LEUCADIA NATL CORP COM COM | 6.54% | Reduce -1.7% | 1,792,465,600 | $426.43M | No quote | No quote |
| 6 | MBI | MBIA INC COM COM | 5.11% | - | 0 | $333.59M | No quote | No quote |
| 7 | CIT | CIT GROUP INC. COM | 1.91% | Reduce -71.1% | 322,322,900 | $124.55M | No quote | No quote |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL COM | 1.08% | Reduce -4.7% | 78,457,500 | $70.38M | $0.90 | No quote |
| 9 | JEF | JEFFERIES GROUP INC. COM | 0.41% | Reduce -17.1% | 143,200,000 | $26.59M | $0.19 | No quote |
| 10 | WFC | WELLS FARGO & CO NEW COM COM | 0.11% | - | 20,190,000 | $6.9M | $0.34 | No quote |
| 11 | OSH | ORCHARD SUPPLY HARDWARE STORES COM | 0.07% | Reduce -3.0% | 60,414,300 | $4.48M | No quote | No quote |
| 12 | C | CITIGROUP INC COM COM | 0.03% | Reduce -81.9% | 5,736,000 | $2.27M | $0.40 | No quote |
| 13 | BRK-A | BERKSHIRE HATHAWAY INC DEL CL COM | 0.01% | - | 600 | $804K | $1340.00 | No quote |
| 14 | AGO | ASSURED GUARANTY LTD. COM | 0.01% | - | 5,170,000 | $736K | $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 | $335.99M |
| 2 | BACWSA | BAC WARRANTS, 13.30 STRIKE, 1 WTSWTS | OTHER | 990,442,800 | $53.98M |
| 3 | WFCWS | WELLS FARGO WARRANTS, 34.01 ST WTSWTS | OTHER | 137,796,500 | $13.78M |
| 4 | JPMWS | JP MORGAN WARRANTS, 42.42 STRI WTSWTS | OTHER | 75,330,000 | $8.93M |
| 5 | HIGWS | HARTFORD WARRANTS, 9.599 STRIK WTSWTS | OTHER | 52,440,000 | $7.07M |
| 6 | LNCWS | LINCOLN NATIONAL CORP., 10.673 WTSWTS | OTHER | 18,161,000 | $3.13M |
| 7 | GMWSB | GENERAL MOTORS CO, 18.33 STRIK WTSWTS | OTHER | 0 | $0 |