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 9 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 40.26% | Reduce -0.1% | 24,401,157 | $416.04M | $17.05 | No quote |
| 2 | SHLD | SEARS HLDGS CORP | 32.15% | Add +4.3% | 28,915,448 | $332.24M | No quote | No quote |
| 3 | SRG | SERITAGE GROWTH PPTYS | 15.31% | Add +6.8% | 3,666,950 | $158.23M | No quote | No quote |
| 4 | LE | LANDS END INC NEW | 6.80% | Reduce -2.0% | 3,277,427 | $70.3M | No quote | No quote |
| 5 | SRSCQ | SEARS CDA INC | 2.71% | Add +2.2% | 20,777,978 | $28.05M | No quote | No quote |
| 6 | SHLDW | SEARS HLDGS CORP | 2.02% | Reduce -0.3% | 6,699,984 | $20.84M | No quote | No quote |
| 7 | SHOS | SEARS HOMETOWN & OUTLET STOR | 0.29% | - | 776,850 | $3.03M | No quote | No quote |
| 8 | WPG | WASHINGTON PRIME GROUP NEW | 0.29% | New | 340,500 | $2.96M | No quote | No quote |
| 9 | LUK | LEUCADIA NATL CORP | 0.17% | - | 66,000 | $1.72M | No quote | No quote |