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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 11 of 56 rows. Rows without a quote are marked unavailable.


1	AIG	AMERICAN INTL GROUP INC	38.33%	Reduce -7.8%	69,810,314	$3.81B	$54.58	No quote
2	BAC	BANK OF AMERICA CORPORATION	15.22%	Reduce -0.5%	98,432,215	$1.51B	$15.37	No quote
3	SHLD	SEARS HLDGS CORP	9.92%	Add +0.7%	24,672,823	$985.93M	No quote	No quote
4	AIGWS	AMERICAN INTL GROUP INC	6.55%	Reduce -0.0%	24,488,935	$651.41M	No quote	No quote
5	JOE	ST JOE CO	6.35%	Reduce -0.0%	24,836,898	$631.6M	$25.43	No quote
6	FNMAS	FEDERAL NATIONAL MORTGAGE ASSOCIATION	6.14%	Reduce -0.0%	59,023,319	$610.89M	No quote	No quote
7	FMCKJ	FEDERAL HOME LOAN MORTGAGE CORP	4.38%	-	39,901,900	$435.33M	No quote	No quote
8	LUK	LEUCADIA NATL CORP	4.14%	Reduce -2.0%	15,715,357	$412.06M	No quote	No quote
9	FNMFN	FEDERAL NATIONAL MORTGAGE ASSOCIATION	1.18%	-	6,339,843	$117.29M	No quote	No quote
10	LE	LANDS END INC NEW	1.14%	New	3,362,757	$112.92M	No quote	No quote
11	BACWSA	BANK OF AMERICA CORPORATION	0.84%	Add +15.6%	12,158,028	$83.89M	No quote	No quote
12	FNMA	FEDERAL NATIONAL MORTGAGE ASSOCIATION	0.81%	Add +7.7%	20,645,300	$80.72M	No quote	No quote
13	FMCC	FEDERAL HOME LOAN MORTGAGE CORP	0.74%	Add +11.2%	19,110,900	$73.77M	No quote	No quote
14	FMCKM	FEDERAL HOME LOAN MORTGAGE CORP	0.55%	-	5,799,175	$54.34M	No quote	No quote
15	FMCKI	FEDERAL HOME LOAN MORTGAGE CORP	0.39%	-	4,196,108	$39.02M	No quote	No quote
16	BRK/B	BERKSHIRE HATHAWAY INC DELCUSIP 084670702	0.37%	Reduce -0.1%	288,625	$36.53M	No quote	No quote
17	FNMAH	FEDERAL NATIONAL MORTGAGE ASSOCIATION	0.32%	-	3,672,127	$31.95M	No quote	No quote
18	WFCWS	WELLS FARGO & CO NEW	0.29%	-	1,346,665	$28.87M	No quote	No quote
19	FMCCM	FEDERAL HOME LOAN MORTGAGE CORP	0.29%	-	1,699,250	$28.46M	No quote	No quote
20	FMCCH	FEDERAL HOME LOAN MORTGAGE CORP	0.24%	-	1,339,572	$23.84M	No quote	No quote
21	FMCCI	FEDERAL HOME LOAN MORTGAGE CORP	0.23%	-	1,377,829	$23.15M	No quote	No quote
22	GNW	GENWORTH FINL INC	0.19%	-	1,071,500	$18.64M	No quote	No quote
23	HIGWS	HARTFORD FINL SVCS GROUP INC	0.15%	-	553,900	$15.13M	No quote	No quote
24	JPMWS	JPMORGAN CHASE & CO	0.15%	-	753,300	$14.56M	No quote	No quote
25	FNMAI	FEDERAL NATIONAL MORTGAGE ASSOCIATION	0.14%	-	1,580,000	$14.41M	No quote	No quote
26	FNMAJ	FEDERAL NATIONAL MORTGAGE ASSOCIATION	0.14%	-	1,500,000	$14.03M	No quote	No quote
27	FMCCL	FEDERAL HOME LOAN MORTGAGE CORP	0.09%	-	546,542	$9.21M	No quote	No quote
28	LNCWS	LINCOLN NATL CORP IND	0.09%	-	205,810	$8.75M	No quote	No quote
29	WFC	WELLS FARGO & CO NEW	0.08%	-	149,600	$7.86M	$52.56	No quote
30	FMCKO	FEDERAL HOME LOAN MORTGAGE CORP	0.05%	-	517,900	$4.92M	No quote	No quote
31	FNMAO	FEDERAL NATIONAL MORTGAGE ASSOCIATION	0.05%	-	269,500	$4.68M	No quote	No quote
32	FMCKN	FEDERAL HOME LOAN MORTGAGE CORP	0.04%	-	447,940	$4.17M	No quote	No quote
33	FMCKK	FEDERAL HOME LOAN MORTGAGE CORP	0.04%	-	203,000	$3.55M	No quote	No quote
34	FREPRO	FEDERAL HOME LOAN MORTGAGE CORP	0.03%	-	157,500	$2.76M	No quote	No quote
35	RAI	REYNOLDS AMERICAN INC	0.03%	New	44,300	$2.67M	No quote	No quote
36	MO	ALTRIA GROUP INC	0.03%	New	62,000	$2.6M	$41.94	No quote
37	C	CITIGROUP INC	0.03%	-	54,560	$2.57M	$47.10	No quote
38	RIG	TRANSOCEAN LTD	0.03%	New	56,500	$2.54M	$45.03	No quote
39	MCY	MERCURY GENL CORP NEW	0.03%	New	53,600	$2.52M	No quote	No quote
40	KKR	KKR & CO L P DEL	0.02%	New	101,500	$2.47M	$24.33	No quote
41	DO	DIAMOND OFFSHORE DRILLING IN	0.02%	New	49,000	$2.43M	No quote	No quote
42	T	AT&T INC	0.02%	-	68,500	$2.42M	$35.36	No quote
43	OAK	OAKTREE CAP GROUP LLC	0.02%	New	48,000	$2.4M	No quote	No quote
44	VOD	VODAFONE GROUP PLC NEW	0.02%	Add +7.6%	71,000	$2.37M	No quote	No quote
45	LNC	LINCOLN NATL CORP IND	0.02%	-	44,400	$2.28M	$51.44	No quote
46	HIG	HARTFORD FINL SVCS GROUP INC	0.02%	-	52,000	$1.86M	$35.81	No quote
47	BACWSB	BANK OF AMERICA CORPORATION	0.01%	New	1,455,701	$1.09M	No quote	No quote
48	FMCCS	FEDERAL HOME LOAN MORTGAGE CORP	0.01%	-	60,900	$1.07M	No quote	No quote
49	FMCCP	FEDERAL HOME LOAN MORTGAGE CORP	0.01%	-	45,000	$831K	No quote	No quote
50	BRK/A	BERKSHIRE HATHAWAY INC DELCUSIP 084670108	0.01%	-	3	$570K	No quote	No quote
51	FMCKL	FEDERAL HOME LOAN MORTGAGE CORP	0.00%	-	45,500	$425K	No quote	No quote
53	FMCCK	FEDERAL HOME LOAN MORTGAGE CORP	0.00%	-	9,400	$166K	No quote	No quote
52	FMCCT	FEDERAL HOME LOAN MORTGAGE CORP	0.00%	-	9,200	$166K	No quote	No quote
54	FMCKP	FEDERAL HOME LOAN MORTGAGE CORP	0.00%	-	8,400	$151K	No quote	No quote
55	FNMAG	FEDERAL NATIONAL MORTGAGE ASSOCIATION	0.00%	-	4,400	$78K	No quote	No quote
56	CHK	CHESAPEAKE ENERGY CORP	-	Sold	0	$0	No quote	No quote