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 23 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP COM COM | 42.43% | - | 0 | $3.33B | No quote | No quote |
| 2 | BAC | BANK OF AMERICA CORP. COM | 15.59% | - | 0 | $1.23B | No quote | No quote |
| 3 | SHLD | SEARS HLDGS CORP COM COM | 12.40% | Add +7.5% | 1,950,877,300 | $974.85M | No quote | No quote |
| 4 | JOE | ST JOE CO COM COM | 6.77% | - | 0 | $532.01M | No quote | No quote |
| 5 | LUK | LEUCADIA NATL CORP COM COM | 6.55% | Add +4.7% | 1,877,047,800 | $514.87M | No quote | No quote |
| 6 | AIGWS | AIG WARRANTS, 45.00 STRIKE, 1 | 4.70% | - | 0 | $369.6M | No quote | No quote |
| 7 | MBI | MBIA INC COM COM | 4.11% | - | 0 | $322.74M | No quote | No quote |
| 8 | CHK | CHESAPEAKE ENERGY CORP COM | 3.47% | New | 1,337,370,000 | $272.96M | No quote | No quote |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL COM | 2.03% | Add +95.1% | 153,097,500 | $159.53M | $1.04 | No quote |
| 10 | BACWSA | BAC WARRANTS, 13.30 STRIKE, 1 | 0.72% | - | 990,442,800 | $56.46M | No quote | No quote |
| 11 | CNQ | CANADIAN NAT RES LTD COM COM | 0.45% | New | 110,180,000 | $35.4M | $0.32 | No quote |
| 12 | WFCWS | WELLS FARGO WARRANTS, 34.01 ST | 0.20% | Reduce -2.3% | 134,666,500 | $16.11M | No quote | No quote |
| 13 | JPMWS | JP MORGAN WARRANTS, 42.42 STRI | 0.14% | - | 75,330,000 | $10.74M | No quote | No quote |
| 14 | GNW | GENWORTH FINANCIAL, INC. COM | 0.11% | New | 89,880,000 | $8.99M | No quote | No quote |
| 15 | HIGWS | HARTFORD WARRANTS, 9.579 STRIK | 0.11% | - | 52,440,000 | $8.96M | No quote | No quote |
| 16 | WFC | WELLS FARGO & CO NEW COM COM | 0.07% | Reduce -25.0% | 15,140,000 | $5.6M | $0.37 | No quote |
| 17 | LNCWS | LINCOLN NATIONAL CORP., 10.636 | 0.05% | - | 18,161,000 | $4.22M | No quote | No quote |
| 18 | C | CITIGROUP INC COM COM | 0.03% | - | 5,736,000 | $2.54M | $0.44 | No quote |
| 19 | OSH | ORCHARD SUPPLY HARDWARE STORES COM | 0.03% | Reduce -0.0% | 60,409,400 | $2.39M | No quote | No quote |
| 20 | AGO | ASSURED GUARANTY LTD. COM | 0.01% | - | 5,170,000 | $1.07M | $0.21 | No quote |
| 21 | BRK-A | BERKSHIRE HATHAWAY INC DEL CL COM | 0.01% | - | 600 | $938K | $1563.33 | No quote |
| 23 | JEF | JEFFERIES GROUP INC. COM | - | Sold | 0 | $0 | No quote | No quote |
| 22 | CIT | CIT GROUP INC. COM | - | Sold | 0 | $0 | No quote | No quote |