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 5 of 21 rows. Rows without a quote are marked unavailable.
| 1 | SHLD | SEARS HLDGS CORP COM COM | 41.06% | Add +4.4% | 1,681,348,000 | $1.11B | No quote | No quote |
| 2 | CIT | CIT GROUP INC. COM | 28.16% | Reduce -0.5% | 1,852,252,900 | $763.87M | No quote | No quote |
| 3 | LUK | LEUCADIA NATL CORP COM COM | 17.49% | Reduce -0.5% | 1,818,098,000 | $474.52M | No quote | No quote |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL CLA COMCUSIP 084670108 | 7.07% | Reduce -60.9% | 157,300 | $191.75M | No quote | No quote |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLB COMCUSIP 084670702 | 2.89% | Reduce -64.6% | 96,701,900 | $78.47M | No quote | No quote |
| 6 | JEF | JEFFERIES GROUP INC. COM | 1.87% | Add +110.7% | 269,730,000 | $50.82M | $0.19 | No quote |
| 7 | OSH | ORCHARD SUPPLY HARDWARE STORES COM | 0.55% | New | 71,632,200 | $14.79M | No quote | No quote |
| 8 | C | CITIGROUP INC COM COM | 0.54% | Reduce -81.1% | 39,940,000 | $14.6M | $0.37 | No quote |
| 9 | MCY | MERCURY GENERAL CORP COM | 0.11% | New | 7,090,000 | $3.1M | No quote | No quote |
| 10 | AIG | AMERICAN INTL GROUP COM COM | 0.10% | - | 0 | $2.82M | No quote | No quote |
| 11 | WFC | WELLS FARGO & CO NEW COM COM | 0.04% | - | 3,140,000 | $1.07M | $0.34 | No quote |
| 12 | BAC | BANK OF AMERICA CORP. COM | 0.04% | - | 0 | $984.17K | No quote | No quote |
| 13 | AGO | ASSURED GUARANTY LTD. COM | 0.03% | - | 5,170,000 | $854K | $0.17 | No quote |
| 14 | JOE | ST JOE CO COM COM | 0.02% | - | 0 | $474.19K | No quote | No quote |
| 15 | MBI | MBIA INC COM COM | 0.02% | - | 0 | $453.3K | No quote | No quote |
| 16 | RF | REGIONS FINANCIAL CORP COM | 0.01% | - | 2,090,000 | $138K | $0.07 | No quote |
| 17 | GS | GOLDMAN SACHS GROUP, INC. COM | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.