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 2 of 13 rows. Rows without a quote are marked unavailable.


1	JOE	ST JOE CO	29.85%	Add +1.9%	24,450,397	$433.26M	$17.72	No quote
2	SHLD	SEARS HLDGS CORP	26.13%	Add +4.8%	27,863,548	$379.22M	No quote	No quote
3	BAC	BANK AMER CORP	11.86%	Add +51.4%	12,973,003	$172.15M	$13.27	No quote
4	SRG	SERITAGE GROWTH PPTYS	11.79%	Reduce -0.4%	3,433,750	$171.14M	No quote	No quote
5	AIGWS	AMERICAN INTL GROUP INC	6.85%	Reduce -50.2%	5,320,453	$99.44M	No quote	No quote
6	SRSCQ	SEARS CDA INC	4.09%	Add +5.3%	19,924,663	$59.38M	No quote	No quote
7	BACWSA	BANK AMER CORP	3.79%	Reduce -6.0%	15,794,903	$54.97M	No quote	No quote
8	LE	LANDS END INC NEW	3.39%	Add +2.8%	2,999,427	$49.25M	No quote	No quote
9	SHLDW	SEARS HLDGS CORP	1.80%	Reduce -0.2%	6,732,415	$26.12M	No quote	No quote
10	SHOS	SEARS HOMETOWN & OUTLET STOR	0.36%	Add +0.1%	776,850	$5.24M	No quote	No quote
11	LUK	LEUCADIA NATL CORP	0.08%	-	66,000	$1.14M	No quote	No quote
12	BACWSB	BANK AMER CORP	0.01%	-	1,455,701	$121K	No quote	No quote
13	DNOW	NOW INC	-	Sold	0	$0	No quote	No quote