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 | 48.67% | Add +4.4% | 25,484,557 | $477.84M | $18.75 | No quote |
| 2 | SHLD | SEARS HLDGS CORP | 26.05% | Reduce -0.2% | 28,864,348 | $255.74M | No quote | No quote |
| 3 | SRG | SERITAGE GROWTH PPTYS | 16.27% | Add +3.8% | 3,807,150 | $159.71M | No quote | No quote |
| 4 | LE | LANDS END INC NEW | 4.33% | Reduce -12.9% | 2,855,900 | $42.55M | No quote | No quote |
| 5 | SRSCQ | SEARS CDA INC | 1.76% | Add +3.8% | 21,562,974 | $17.29M | No quote | No quote |
| 6 | SHLDW | SEARS HLDGS CORP | 1.39% | Reduce -0.1% | 6,693,474 | $13.66M | No quote | No quote |
| 7 | WPG | WASHINGTON PRIME GROUP NEW | 1.14% | Add +291.0% | 1,331,300 | $11.14M | No quote | No quote |
| 8 | SHOS | SEARS HOMETOWN & OUTLET STOR | 0.21% | - | 776,850 | $2.1M | No quote | No quote |
| 9 | LUK | LEUCADIA NATL CORP | 0.18% | - | 66,000 | $1.73M | No quote | No quote |