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 8 of 27 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP INC | 39.37% | Reduce -15.0% | 51,283,896 | $2.87B | $56.01 | No quote |
| 2 | BAC | BANK AMER CORP | 23.13% | Reduce -3.5% | 94,304,965 | $1.69B | $17.89 | No quote |
| 3 | SHLD | SEARS HLDGS CORP | 12.00% | Add +4.1% | 26,545,273 | $875.46M | No quote | No quote |
| 4 | AIGWS | AMERICAN INTL GROUP INC | 8.26% | Reduce -0.0% | 24,471,763 | $602.5M | No quote | No quote |
| 5 | JOE | ST JOE CO | 6.25% | Reduce -0.1% | 24,779,398 | $455.69M | $18.39 | No quote |
| 6 | LUK | LEUCADIA NATL CORP | 4.45% | Reduce -4.0% | 14,480,743 | $324.66M | No quote | No quote |
| 7 | SRSCQ | SEARS CDA INC | 1.86% | New | 14,095,696 | $135.46M | No quote | No quote |
| 8 | SHLDW | SEARS HLDGS CORP | 1.82% | New | 6,413,656 | $132.44M | No quote | No quote |
| 9 | BACWSA | BANK AMER CORP | 1.19% | Add +0.0% | 12,363,428 | $87.04M | No quote | No quote |
| 10 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.58% | Reduce -1.1% | 280,450 | $42.11M | $150.15 | No quote |
| 11 | WFCWS | WELLS FARGO & CO NEW | 0.38% | Reduce -3.8% | 1,295,465 | $27.67M | No quote | No quote |
| 12 | JPMWS | JPMORGAN CHASE & CO | 0.21% | - | 753,300 | $15.67M | No quote | No quote |
| 13 | CNQ | CANADIAN NAT RES LTD | 0.21% | New | 503,600 | $15.55M | $30.88 | No quote |
| 14 | LNCWS | LINCOLN NATL CORP IND | 0.12% | Reduce -11.8% | 181,610 | $8.99M | No quote | No quote |
| 15 | WFC | WELLS FARGO & CO NEW | 0.11% | - | 149,600 | $8.2M | $54.82 | No quote |
| 16 | C | CITIGROUP INC | 0.04% | - | 54,560 | $2.95M | $54.11 | No quote |
| 17 | BACWSB | BANK AMER CORP | 0.01% | - | 1,455,701 | $1.04M | No quote | No quote |
| 18 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.01% | - | 3 | $678K | $226000.00 | No quote |
| 27 | VOD | VODAFONE GROUP PLC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 26 | NYCB | NEW YORK CMNTY BANCORP INC | - | Sold | 0 | $0 | No quote | No quote |
| 25 | LNC | LINCOLN NATL CORP IND | - | Sold | 0 | $0 | No quote | No quote |
| 24 | LE | LANDS END INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 23 | KKR | KKR & CO L P DEL | - | Sold | 0 | $0 | No quote | No quote |
| 22 | HIGWS | HARTFORD FINL SVCS GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 21 | HIG | HARTFORD FINL SVCS GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 20 | CHK | CHESAPEAKE ENERGY CORP | - | Sold | 0 | $0 | No quote | No quote |
| 19 | BP | BP PLC | - | Sold | 0 | $0 | No quote | No quote |