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Focused investors/Bruce Berkowitz

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 1 of 12 rows. Rows without a quote are marked unavailable.

1JOEST JOE CO47.24%Reduce -0.1%24,429,257$464.16M$19.00No quote
2SHLDSEARS HLDGS CORP26.21%Reduce -0.4%27,716,348$257.49MNo quoteNo quote
3SRGSERITAGE GROWTH PPTYS14.93%-3,433,750$146.66MNo quoteNo quote
4LELANDS END INC NEW5.16%Reduce -0.2%3,344,727$50.67MNo quoteNo quote
5SRSCQSEARS CDA INC3.52%Add +0.6%20,333,775$34.57MNo quoteNo quote
6SHLDWSEARS HLDGS CORP2.43%Reduce -0.2%6,718,568$23.85MNo quoteNo quote
7SHOSSEARS HOMETOWN & OUTLET STOR0.37%-776,850$3.65MNo quoteNo quote
8LUKLEUCADIA NATL CORP0.16%-66,000$1.53MNo quoteNo quote
12BACWSBBANK AMER CORP-Sold0$0No quoteNo quote
11BACWSABANK AMER CORP-Sold0$0No quoteNo quote
10BACBANK AMER CORP-Sold0$0No quoteNo quote
9AIGWSAMERICAN INTL GROUP INC-Sold0$0No quoteNo quote