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 7 of 18 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP INC | 24.47% | Reduce -53.5% | 23,861,480 | $1.31B | $54.79 | No quote |
| 2 | BAC | BANK AMER CORP | 22.11% | Reduce -18.6% | 76,754,365 | $1.18B | $15.39 | No quote |
| 3 | SHLD | SEARS HLDGS CORP | 20.13% | Reduce -2.1% | 25,989,173 | $1.08B | No quote | No quote |
| 4 | AIGWS | AMERICAN INTL GROUP INC | 10.00% | Reduce -0.1% | 24,453,614 | $534.07M | No quote | No quote |
| 5 | JOE | ST JOE CO | 8.60% | Reduce -0.1% | 24,748,198 | $459.33M | $18.56 | No quote |
| 6 | LUK | LEUCADIA NATL CORP | 5.76% | Reduce -4.7% | 13,795,971 | $307.51M | No quote | No quote |
| 7 | SHLDW | SEARS HLDGS CORP | 3.00% | Add +0.0% | 6,416,295 | $160.41M | No quote | No quote |
| 8 | SRSCQ | SEARS CDA INC | 2.53% | Add +4.2% | 14,689,358 | $135.29M | No quote | No quote |
| 9 | BACWSA | BANK AMER CORP | 1.49% | Add +9.4% | 13,523,749 | $79.38M | No quote | No quote |
| 10 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.75% | Reduce -1.5% | 276,300 | $39.88M | $144.32 | No quote |
| 11 | WFCWS | WELLS FARGO & CO NEW | 0.50% | - | 1,295,465 | $26.54M | No quote | No quote |
| 12 | JPMWS | JPMORGAN CHASE & CO | 0.31% | - | 753,300 | $16.58M | No quote | No quote |
| 13 | LNCWS | LINCOLN NATL CORP IND | 0.17% | - | 181,610 | $8.97M | No quote | No quote |
| 14 | WFC | WELLS FARGO & CO NEW | 0.15% | Reduce -4.0% | 143,600 | $7.81M | $54.40 | No quote |
| 15 | BACWSB | BANK AMER CORP | 0.01% | - | 1,455,701 | $757K | No quote | No quote |
| 16 | CNQ | CANADIAN NAT RES LTD | 0.01% | Reduce -95.3% | 23,500 | $722K | $30.72 | No quote |
| 17 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.01% | - | 3 | $653K | $217666.67 | No quote |
| 18 | C | CITIGROUP INC | - | Sold | 0 | $0 | No quote | No quote |