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 14 of 26 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP COM | 10.54% | Add +118.0% | 32,789,000 | $1.13B | $34.44 | No quote |
| 2 | SHLD | SEARS HLDGS CORP COM | 8.47% | Reduce -4.6% | 14,037,171 | $907.51M | No quote | No quote |
| 3 | C | CITIGROUP INC COM | 8.33% | Add +4.3% | 237,323,200 | $892.34M | $3.76 | No quote |
| 4 | GS | GOLDMAN SACHS GROUP, INC. | 7.34% | New | 5,990,601 | $786.39M | $131.27 | No quote |
| 5 | BAC | BANK OF AMERICA CORPORATION CO | 7.25% | Add +37.6% | 54,092,500 | $777.31M | $14.37 | No quote |
| 6 | JOE | ST JOE CO COM | 5.79% | - | 26,799,155 | $620.67M | $23.16 | No quote |
| 7 | HUM | HUMANA INC COM | 5.59% | Reduce -17.1% | 13,105,900 | $598.55M | $45.67 | No quote |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670108 | 4.44% | Add +7.2% | 3,966 | $475.92M | No quote | No quote |
| 9 | RF | REGIONS FINANCIAL CORP | 4.42% | Reduce -5.2% | 71,912,214 | $473.18M | $6.58 | No quote |
| 10 | ACF | AMERICREDIT CORP COM | 4.22% | Reduce -19.1% | 24,811,195 | $452.08M | No quote | No quote |
| 11 | SPR | SPIRIT AEROSYSTEMS HLDGS INC C | 4.04% | Reduce -1.6% | 22,700,398 | $432.68M | No quote | No quote |
| 12 | CIT | CIT GROUP INC. | 3.87% | Reduce 0.0% | 12,239,529 | $414.43M | No quote | No quote |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702 | 3.73% | Add +33.3% | 5,015,900 | $399.76M | No quote | No quote |
| 14 | LUK | LEUCADIA NATL CORP COM | 3.59% | Reduce -2.9% | 19,711,641 | $384.59M | No quote | No quote |
| 15 | MS | MORGAN STANLEY COM | 3.52% | New | 16,257,800 | $377.34M | $23.21 | No quote |
| 16 | AIGPRA | AIG PFD 8.5% | 2.68% | Add +47.2% | 29,895,726 | $287M | No quote | No quote |
| 17 | HTZ | HERTZ GLOBAL HOLDINGS INC COM | 2.55% | Reduce -48.5% | 28,926,400 | $273.65M | $9.46 | No quote |
| 18 | BP | BP PLC SPONSORED ADR | 2.54% | New | 9,435,900 | $272.51M | $28.88 | No quote |
| 19 | CMCSK | COMCAST CORP SPECIAL CL A | 2.50% | Reduce -23.2% | 16,294,100 | $267.71M | No quote | No quote |
| 20 | WCG | WELLCARE HEALTH PLANS INC COM | 1.65% | Reduce -4.6% | 7,443,078 | $176.72M | No quote | No quote |
| 21 | MBI | MBIA INC COM | 1.19% | New | 22,736,200 | $127.55M | $5.61 | No quote |
| 22 | RRR | RSC HOLDINGS, INC. | 0.85% | Add +3.5% | 14,838,500 | $91.55M | No quote | No quote |
| 23 | FUR | WINTHROP REALTY TRUST | 0.50% | Reduce -13.0% | 4,203,847 | $53.88M | No quote | No quote |
| 24 | TAL | TAL INTL GROUP INC COM | 0.37% | Reduce -10.8% | 1,868,653 | $39.89M | $21.35 | No quote |
| 25 | CMCSA | COMCAST CORP CL A | 0.02% | Reduce -98.5% | 139,018 | $2.42M | $17.37 | No quote |
| 26 | DJCO | DAILY JOURNAL CORP COM | 0.01% | Reduce -9.1% | 11,050 | $753K | $68.14 | No quote |