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 25 rows. Rows without a quote are marked unavailable.
| 1 | SHLD | SEARS HLDGS CORP | 17.35% | Add +0.1% | 26,650,148 | $602.29M | No quote | No quote |
| 2 | AIGWS | AMERICAN INTL GROUP INC | 15.43% | Reduce -3.5% | 23,593,673 | $535.58M | No quote | No quote |
| 3 | JOE | ST JOE CO | 13.48% | Reduce -0.7% | 24,454,440 | $467.81M | $19.13 | No quote |
| 4 | BAC | BANK AMER CORP | 12.35% | Reduce -63.5% | 27,523,418 | $428.82M | $15.58 | No quote |
| 5 | LUK | LEUCADIA NATL CORP | 5.96% | Reduce -17.1% | 10,208,903 | $206.83M | No quote | No quote |
| 6 | CNQ | CANADIAN NAT RES LTD | 5.44% | New | 9,710,500 | $188.87M | $19.45 | No quote |
| 7 | C | CITIGROUP INC | 4.30% | New | 3,010,000 | $149.33M | $49.61 | No quote |
| 8 | SRG | SERITAGE GROWTH PPTYS | 3.61% | New | 3,367,250 | $125.43M | No quote | No quote |
| 9 | SHLDW | SEARS HLDGS CORP | 3.40% | Add +4.9% | 6,736,391 | $117.89M | No quote | No quote |
| 10 | SRSCQ | SEARS CDA INC | 3.36% | Add +11.3% | 17,901,955 | $116.72M | No quote | No quote |
| 11 | IBM | INTERNATIONAL BUSINESS MACHS | 3.15% | New | 754,400 | $109.37M | $144.97 | No quote |
| 12 | DNOW | NOW INC | 2.88% | New | 6,752,400 | $99.94M | $14.80 | No quote |
| 13 | BACWSA | BANK AMER CORP | 2.32% | Add +0.6% | 14,028,188 | $80.38M | No quote | No quote |
| 14 | NOV | NATIONAL OILWELL VARCO INC | 1.79% | Add +46.1% | 1,653,800 | $62.27M | $37.65 | No quote |
| 15 | MRC | MRC GLOBAL INC | 1.71% | New | 5,331,400 | $59.45M | No quote | No quote |
| 16 | LE | LANDS END INC NEW | 1.45% | New | 1,863,327 | $50.33M | No quote | No quote |
| 17 | AIG | AMERICAN INTL GROUP INC | 1.22% | Reduce -96.0% | 742,936 | $42.21M | $56.82 | No quote |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.54% | Reduce -5.5% | 143,892 | $18.76M | No quote | No quote |
| 19 | ASA | ASA GOLD AND PRECIOUS MTLS L | 0.13% | New | 578,000 | $4.52M | No quote | No quote |
| 20 | SHOS | SEARS HOMETOWN & OUTLET STOR | 0.09% | New | 409,800 | $3.28M | No quote | No quote |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.02% | - | 3 | $586K | No quote | No quote |
| 22 | BACWSB | BANK AMER CORP | 0.01% | - | 1,455,701 | $408K | No quote | No quote |
| 25 | WFCWS | WELLS FARGO & CO NEW | - | Sold | 0 | $0 | No quote | No quote |
| 24 | LNCWS | LINCOLN NATL CORP IND | - | Sold | 0 | $0 | No quote | No quote |
| 23 | JPMWS | JPMORGAN CHASE & CO | - | Sold | 0 | $0 | No quote | No quote |