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
- +6.49%
- 1-year
- +31.19%
- 3-year
- +13.93%
- 5-year
- +56.70%
- 3-year vs S&P 500
- -59.31%
- 5-year vs S&P 500
- -16.98%
- 5-year top 5
- +54.63%
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 2026-06-06 from SEC 13F data.
Live quotes available for 8 of 47 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP INC | 38.24% | Reduce -5.1% | 75,681,614 | $3.78B | $50.01 | No quote |
| 2 | BAC | BANK OF AMERICA CORPORATION | 17.19% | Reduce -0.8% | 98,942,515 | $1.7B | $17.20 | No quote |
| 3 | SHLD | SEARS HLDGS CORP | 11.82% | Add +14.9% | 24,502,323 | $1.17B | No quote | No quote |
| 4 | FNMAS | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 6.25% | Reduce -0.0% | 59,041,819 | $618.76M | No quote | No quote |
| 5 | AIGWS | AMERICAN INTL GROUP INC | 5.06% | Add +1.0% | 24,495,221 | $500.68M | No quote | No quote |
| 6 | JOE | ST JOE CO | 4.83% | Reduce -0.1% | 24,847,204 | $478.31M | $19.25 | No quote |
| 7 | LUK | LEUCADIA NATL CORP | 4.54% | Reduce -10.7% | 16,034,558 | $448.97M | No quote | No quote |
| 8 | FMCKJ | FEDERAL HOME LOAN MORTGAGE CORP | 4.43% | - | 39,901,900 | $438.92M | No quote | No quote |
| 9 | FNMFN | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 1.20% | - | 6,339,843 | $118.56M | No quote | No quote |
| 10 | BACWSA | BANK OF AMERICA CORPORATION | 0.87% | Add +6.2% | 10,519,328 | $86.47M | No quote | No quote |
| 11 | FNMA | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.76% | Reduce -26.3% | 19,162,900 | $74.74M | No quote | No quote |
| 12 | FMCC | FEDERAL HOME LOAN MORTGAGE CORP | 0.67% | Reduce -11.4% | 17,180,600 | $66.32M | No quote | No quote |
| 13 | FMCKM | FEDERAL HOME LOAN MORTGAGE CORP | 0.53% | - | 5,799,175 | $52.19M | No quote | No quote |
| 14 | FMCKI | FEDERAL HOME LOAN MORTGAGE CORP | 0.39% | - | 4,196,108 | $39.02M | No quote | No quote |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.36% | Reduce -59.3% | 288,925 | $36.11M | No quote | No quote |
| 16 | FNMAH | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.31% | - | 3,672,127 | $30.88M | No quote | No quote |
| 17 | FMCCM | FEDERAL HOME LOAN MORTGAGE CORP | 0.29% | - | 1,699,250 | $28.72M | No quote | No quote |
| 18 | WFCWS | WELLS FARGO & CO NEW | 0.25% | - | 1,346,665 | $25.1M | No quote | No quote |
| 19 | FMCCH | FEDERAL HOME LOAN MORTGAGE CORP | 0.24% | - | 1,339,572 | $23.55M | No quote | No quote |
| 20 | FMCCI | FEDERAL HOME LOAN MORTGAGE CORP | 0.23% | - | 1,377,829 | $23.08M | No quote | No quote |
| 21 | GNW | GENWORTH FINL INC | 0.19% | - | 1,071,500 | $19M | No quote | No quote |
| 22 | JPMWS | JPMORGAN CHASE & CO | 0.15% | - | 753,300 | $15.22M | No quote | No quote |
| 23 | HIGWS | HARTFORD FINL SVCS GROUP INC | 0.15% | - | 553,900 | $14.77M | No quote | No quote |
| 24 | FNMAI | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.14% | - | 1,580,000 | $14.08M | No quote | No quote |
| 25 | FNMAJ | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.14% | - | 1,500,000 | $14.03M | No quote | No quote |
| 26 | CHK | CHESAPEAKE ENERGY CORP | 0.14% | Reduce -42.2% | 536,300 | $13.74M | No quote | No quote |
| 27 | FMCCL | FEDERAL HOME LOAN MORTGAGE CORP | 0.09% | - | 546,542 | $9.24M | No quote | No quote |
| 28 | LNCWS | LINCOLN NATL CORP IND | 0.09% | - | 205,810 | $8.55M | No quote | No quote |
| 29 | WFC | WELLS FARGO & CO NEW | 0.08% | - | 149,600 | $7.44M | $49.74 | No quote |
| 30 | FNMAO | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.05% | - | 269,500 | $4.6M | No quote | No quote |
| 31 | FMCKO | FEDERAL HOME LOAN MORTGAGE CORP | 0.04% | - | 517,900 | $4.43M | No quote | No quote |
| 32 | FMCKN | FEDERAL HOME LOAN MORTGAGE CORP | 0.04% | - | 447,940 | $4.14M | No quote | No quote |
| 33 | FMCKK | FEDERAL HOME LOAN MORTGAGE CORP | 0.04% | - | 203,000 | $3.48M | No quote | No quote |
| 34 | FREPRO | FEDERAL HOME LOAN MORTGAGE CORP | 0.03% | - | 157,500 | $2.8M | No quote | No quote |
| 35 | C | CITIGROUP INC | 0.03% | - | 54,560 | $2.6M | $47.60 | No quote |
| 36 | VOD | VODAFONE GROUP PLC NEW | 0.02% | New | 66,000 | $2.43M | No quote | No quote |
| 37 | T | AT&T INC | 0.02% | New | 68,500 | $2.4M | $35.07 | No quote |
| 38 | LNC | LINCOLN NATL CORP IND | 0.02% | - | 44,400 | $2.25M | $50.68 | No quote |
| 39 | HIG | HARTFORD FINL SVCS GROUP INC | 0.02% | - | 52,000 | $1.83M | $35.27 | No quote |
| 40 | FMCCS | FEDERAL HOME LOAN MORTGAGE CORP | 0.01% | - | 60,900 | $1.07M | No quote | No quote |
| 41 | FMCCP | FEDERAL HOME LOAN MORTGAGE CORP | 0.01% | - | 45,000 | $785K | No quote | No quote |
| 42 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.01% | Reduce -50.0% | 3 | $562K | No quote | No quote |
| 43 | FMCKL | FEDERAL HOME LOAN MORTGAGE CORP | 0.00% | - | 45,500 | $423K | No quote | No quote |
| 44 | FMCCK | FEDERAL HOME LOAN MORTGAGE CORP | 0.00% | - | 9,400 | $169K | No quote | No quote |
| 45 | FMCCT | FEDERAL HOME LOAN MORTGAGE CORP | 0.00% | - | 9,200 | $166K | No quote | No quote |
| 46 | FMCKP | FEDERAL HOME LOAN MORTGAGE CORP | 0.00% | - | 8,400 | $151K | No quote | No quote |
| 47 | FNMAG | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.00% | - | 4,400 | $79K | No quote | No quote |