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.
Get email alerts when Bruce Berkowitz files a new 13F — sign in or create a free account.
Updated 2026-09-19 from SEC 13F data.
Live quotes available for 9 of 19 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP INC | 48.93% | Reduce -1.4% | 84,931,830 | $4.13B | $48.63 | No quote |
| 2 | BAC | BANK OF AMERICA CORPORATION | 16.30% | Reduce -1.2% | 99,696,715 | $1.38B | $13.80 | No quote |
| 3 | SHLD | SEARS HLDGS CORP | 14.67% | Add +1.8% | 20,758,173 | $1.24B | No quote | No quote |
| 4 | LUK | LEUCADIA NATL CORP | 6.00% | Reduce -0.3% | 18,604,766 | $506.79M | No quote | No quote |
| 5 | JOE | ST JOE CO | 5.81% | Reduce -0.0% | 25,010,633 | $490.71M | $19.62 | No quote |
| 6 | AIGWS | AMERICAN INTL GROUP INC | 5.45% | Reduce -0.1% | 24,261,438 | $459.75M | No quote | No quote |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.96% | Reduce -1.4% | 716,125 | $81.29M | $113.51 | No quote |
| 8 | BACWSA | BANK OF AMERICA CORPORATION | 0.71% | - | 9,904,428 | $60.32M | No quote | No quote |
| 9 | CHK | CHESAPEAKE ENERGY CORP | 0.24% | Reduce -1.2% | 794,400 | $20.56M | No quote | No quote |
| 10 | WFCWS | WELLS FARGO & CO NEW | 0.22% | - | 1,346,665 | $18.91M | No quote | No quote |
| 11 | GNW | GENWORTH FINL INC | 0.16% | Reduce -0.3% | 1,071,500 | $13.7M | No quote | No quote |
| 12 | JPMWS | JPMORGAN CHASE & CO | 0.15% | - | 753,300 | $12.63M | No quote | No quote |
| 13 | HIGWS | HARTFORD FINL SVCS GROUP INC | 0.15% | - | 553,900 | $12.38M | No quote | No quote |
| 14 | LNCWS | LINCOLN NATIONAL CORP IND | 0.08% | - | 205,810 | $6.73M | No quote | No quote |
| 15 | WFC | WELLS FARGO & CO NEW | 0.07% | Reduce -1.2% | 149,600 | $6.18M | $41.32 | No quote |
| 16 | C | CITIGROUP INC | 0.03% | Reduce -4.9% | 54,560 | $2.65M | $48.52 | No quote |
| 17 | LNC | LINCOLN NATIONAL CORP IND | 0.02% | Reduce -2.6% | 44,400 | $1.86M | $41.98 | No quote |
| 18 | HIG | HARTFORD FINL SVCS GROUP INC | 0.02% | Reduce -2.4% | 52,000 | $1.62M | $31.12 | No quote |
| 19 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.01% | - | 6 | $1.02M | $170333.33 | No quote |