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 9 of 58 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP INC | 44.86% | Reduce -13.6% | 60,311,704 | $3.26B | $54.02 | No quote |
| 2 | BAC | BANK AMER CORP | 22.94% | Reduce -0.7% | 97,710,665 | $1.67B | $17.05 | No quote |
| 3 | SHLD | SEARS HLDGS CORP | 8.86% | Add +3.4% | 25,506,273 | $643.52M | No quote | No quote |
| 4 | AIGWS | AMERICAN INTL GROUP INC | 8.06% | Reduce -0.0% | 24,479,806 | $585.07M | No quote | No quote |
| 5 | JOE | ST JOE CO | 6.81% | Reduce -0.1% | 24,809,498 | $494.45M | $19.93 | No quote |
| 6 | LUK | LEUCADIA NATL CORP | 4.95% | Reduce -4.0% | 15,082,165 | $359.56M | No quote | No quote |
| 7 | BACWSA | BANK AMER CORP | 1.28% | Add +1.6% | 12,358,428 | $92.69M | No quote | No quote |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.54% | Reduce -1.7% | 283,700 | $39.19M | No quote | No quote |
| 9 | WFCWS | WELLS FARGO & CO NEW | 0.37% | - | 1,346,665 | $27.14M | No quote | No quote |
| 10 | LE | LANDS END INC NEW | 0.25% | Reduce -86.7% | 448,419 | $18.44M | No quote | No quote |
| 11 | HIGWS | HARTFORD FINL SVCS GROUP INC | 0.22% | - | 553,900 | $16.01M | No quote | No quote |
| 12 | JPMWS | JPMORGAN CHASE & CO | 0.21% | - | 753,300 | $15.15M | No quote | No quote |
| 13 | CHK | CHESAPEAKE ENERGY CORP | 0.17% | New | 536,900 | $12.34M | No quote | No quote |
| 14 | LNCWS | LINCOLN NATL CORP IND | 0.13% | - | 205,810 | $9.27M | No quote | No quote |
| 15 | WFC | WELLS FARGO & CO NEW | 0.11% | - | 149,600 | $7.76M | $51.87 | No quote |
| 16 | C | CITIGROUP INC | 0.04% | - | 54,560 | $2.83M | $51.81 | No quote |
| 17 | LNC | LINCOLN NATL CORP IND | 0.03% | - | 44,400 | $2.38M | $53.58 | No quote |
| 18 | BP | BP PLC | 0.03% | New | 54,000 | $2.37M | $43.94 | No quote |
| 19 | NYCB | NEW YORK CMNTY BANCORP INC | 0.03% | New | 148,000 | $2.35M | No quote | No quote |
| 20 | VOD | VODAFONE GROUP PLC NEW | 0.03% | - | 71,000 | $2.34M | No quote | No quote |
| 21 | KKR | KKR & CO L P DEL | 0.03% | - | 101,500 | $2.26M | $22.30 | No quote |
| 22 | HIG | HARTFORD FINL SVCS GROUP INC | 0.03% | - | 52,000 | $1.94M | $37.25 | No quote |
| 23 | BACWSB | BANK AMER CORP | 0.02% | - | 1,455,701 | $1.4M | No quote | No quote |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.01% | - | 3 | $621K | No quote | No quote |
| 58 | RIG | TRANSOCEAN LTD | - | Sold | 0 | $0 | No quote | No quote |
| 57 | RAI | REYNOLDS AMERICAN INC | - | Sold | 0 | $0 | No quote | No quote |
| 56 | OAK | OAKTREE CAP GROUP LLC | - | Sold | 0 | $0 | No quote | No quote |
| 55 | MCY | MERCURY GENL CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 54 | GNW | GENWORTH FINL INC | - | Sold | 0 | $0 | No quote | No quote |
| 53 | FNMAG | FEDERAL NATIONAL MORTGAGE ASSOCIATION | - | Sold | 0 | $0 | No quote | No quote |
| 52 | FNMAO | FEDERAL NATIONAL MORTGAGE ASSOCIATION | - | Sold | 0 | $0 | No quote | No quote |
| 51 | FNMFN | FEDERAL NATIONAL MORTGAGE ASSOCIATION | - | Sold | 0 | $0 | No quote | No quote |
| 50 | FNMAH | FEDERAL NATIONAL MORTGAGE ASSOCIATION | - | Sold | 0 | $0 | No quote | No quote |
| 49 | FNMAI | FEDERAL NATIONAL MORTGAGE ASSOCIATION | - | Sold | 0 | $0 | No quote | No quote |
| 48 | FNMAJ | FEDERAL NATIONAL MORTGAGE ASSOCIATION | - | Sold | 0 | $0 | No quote | No quote |
| 47 | FNMAS | FEDERAL NATIONAL MORTGAGE ASSOCIATION | - | Sold | 0 | $0 | No quote | No quote |
| 46 | FNMA | FEDERAL NATIONAL MORTGAGE ASSOCIATION | - | Sold | 0 | $0 | No quote | No quote |
| 45 | FMCKK | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 44 | FMCCH | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 43 | FMCCK | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 42 | FMCCL | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 41 | FMCCM | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 40 | FREPRO | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 39 | FMCCP | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 38 | FMCKP | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 37 | FMCCS | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 36 | FMCCT | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 35 | FMCKO | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 34 | FMCKM | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 33 | FMCKN | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 32 | FMCKL | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 31 | FMCKI | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 30 | FMCKJ | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 29 | FMCCI | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 28 | FMCC | FEDERAL HOME LOAN MORTGAGE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 27 | DO | DIAMOND OFFSHORE DRILLING IN | - | Sold | 0 | $0 | No quote | No quote |
| 26 | T | AT&T INC | - | Sold | 0 | $0 | No quote | No quote |
| 25 | MO | ALTRIA GROUP INC | - | Sold | 0 | $0 | No quote | No quote |