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 9 of 22 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP INC | 50.07% | New | 86,148,865 | $3.85B | $44.70 | No quote |
| 2 | BAC | BANK OF AMERICA CORPORATION | 16.88% | New | 100,948,615 | $1.3B | $12.86 | No quote |
| 3 | SHLD | SEARS HLDGS CORP | 11.16% | Reduce -99.0% | 20,392,973 | $858.14M | No quote | No quote |
| 4 | JOE | ST JOE CO | 6.85% | New | 25,017,933 | $526.63M | $21.05 | No quote |
| 5 | LUK | LEUCADIA NATL CORP | 6.36% | Reduce -99.0% | 18,664,999 | $489.4M | No quote | No quote |
| 6 | AIGWS | AMERICAN INTL GROUP INC | 5.76% | New | 24,279,115 | $442.85M | No quote | No quote |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.06% | Reduce -99.5% | 726,525 | $81.31M | $111.92 | No quote |
| 8 | BACWSA | BANK OF AMERICA CORPORATION | 0.70% | Reduce -99.0% | 9,904,428 | $54.08M | No quote | No quote |
| 9 | WFCWS | WELLS FARGO & CO NEW | 0.24% | Reduce -99.0% | 1,346,665 | $18.41M | No quote | No quote |
| 10 | CHK | CHESAPEAKE ENERGY CORP | 0.21% | Reduce -99.9% | 803,800 | $16.38M | No quote | No quote |
| 11 | GNW | GENWORTH FINL INC | 0.16% | Reduce -98.8% | 1,075,200 | $12.27M | No quote | No quote |
| 12 | HIGWS | HARTFORD FINL SVCS GROUP INC | 0.16% | Reduce -98.9% | 553,900 | $12.13M | No quote | No quote |
| 13 | JPMWS | JPMORGAN CHASE & CO | 0.15% | Reduce -99.0% | 753,300 | $11.75M | No quote | No quote |
| 14 | WFC | WELLS FARGO & CO NEW | 0.08% | Reduce -99.0% | 151,400 | $6.25M | $41.27 | No quote |
| 15 | LNCWS | LINCOLN NATL CORP IND | 0.07% | Reduce -98.9% | 205,810 | $5.55M | No quote | No quote |
| 16 | C | CITIGROUP INC | 0.04% | Reduce -99.0% | 57,360 | $2.75M | $47.98 | No quote |
| 17 | LNC | LINCOLN NATL CORP IND | 0.02% | New | 45,600 | $1.66M | $36.47 | No quote |
| 18 | HIG | HARTFORD FINL SVCS GROUP INC | 0.02% | New | 53,300 | $1.65M | $30.92 | No quote |
| 19 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.01% | Reduce -99.0% | 6 | $1.01M | $168666.67 | No quote |
| 22 | OSH | ORCHARD SUPPLY HARDWARE STORES COM | - | Sold | 0 | $0 | No quote | No quote |
| 21 | CNQ | CANADIAN NAT RES LTD COM COM | - | Sold | 0 | $0 | No quote | No quote |
| 20 | AGO | ASSURED GUARANTY LTD. COM | - | Sold | 0 | $0 | No quote | No quote |