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 2 of 12 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 35.99% | Reduce -0.0% | 24,445,297 | $449.31M | $18.38 | No quote |
| 2 | SHLD | SEARS HLDGS CORP | 25.55% | Reduce -0.1% | 27,839,448 | $319.04M | No quote | No quote |
| 3 | SRG | SERITAGE GROWTH PPTYS | 13.94% | - | 3,433,750 | $174.02M | No quote | No quote |
| 4 | AIGWS | AMERICAN INTL GROUP INC | 7.42% | Reduce -17.9% | 4,368,490 | $92.61M | No quote | No quote |
| 5 | BACWSA | BANK AMER CORP | 4.82% | Reduce -17.5% | 13,023,864 | $60.17M | No quote | No quote |
| 6 | SRSCQ | SEARS CDA INC | 3.98% | Add +1.5% | 20,222,179 | $49.75M | No quote | No quote |
| 7 | LE | LANDS END INC NEW | 3.89% | Add +11.8% | 3,352,627 | $48.61M | No quote | No quote |
| 8 | BAC | BANK AMER CORP | 2.15% | Reduce -86.8% | 1,713,203 | $26.81M | $15.65 | No quote |
| 9 | SHLDW | SEARS HLDGS CORP | 1.84% | Reduce -0.0% | 6,730,093 | $23.02M | No quote | No quote |
| 10 | SHOS | SEARS HOMETOWN & OUTLET STOR | 0.31% | - | 776,850 | $3.83M | No quote | No quote |
| 11 | LUK | LEUCADIA NATL CORP | 0.10% | - | 66,000 | $1.26M | No quote | No quote |
| 12 | BACWSB | BANK AMER CORP | 0.01% | - | 1,455,701 | $146K | No quote | No quote |