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 4 of 21 rows. Rows without a quote are marked unavailable.
| 1 | SHLD | SEARS HLDGS CORP COM COM | 49.69% | Add +0.1% | 1,682,988,000 | $1B | No quote | No quote |
| 2 | CIT | CIT GROUP INC. COM | 24.77% | Reduce -24.1% | 1,405,562,900 | $500.94M | No quote | No quote |
| 3 | LUK | LEUCADIA NATL CORP COM COM | 19.12% | Reduce -0.0% | 1,817,422,800 | $386.57M | No quote | No quote |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLB COMCUSIP 084670702 | 3.31% | Reduce -16.9% | 80,367,500 | $66.97M | No quote | No quote |
| 5 | JEF | JEFFERIES GROUP INC. COM | 1.77% | Add +2.0% | 275,240,000 | $35.75M | $0.13 | No quote |
| 6 | OSH | ORCHARD SUPPLY HARDWARE STORES COM | 0.55% | Reduce -7.4% | 66,356,500 | $11.04M | No quote | No quote |
| 7 | C | CITIGROUP INC COM COM | 0.45% | Reduce -17.2% | 33,067,000 | $9.06M | $0.27 | No quote |
| 8 | AIG | AMERICAN INTL GROUP COM COM | 0.14% | - | 0 | $2.82M | No quote | No quote |
| 9 | WFC | WELLS FARGO & CO NEW COM COM | 0.05% | - | 3,140,000 | $1.05M | $0.33 | No quote |
| 10 | BAC | BANK OF AMERICA CORP. COM | 0.04% | - | 0 | $831.91K | No quote | No quote |
| 11 | BRK/A | BERKSHIRE HATHAWAY INC DEL CLA COMCUSIP 084670108 | 0.04% | Reduce -99.6% | 600 | $750K | No quote | No quote |
| 12 | AGO | ASSURED GUARANTY LTD. COM | 0.04% | - | 5,170,000 | $729K | $0.14 | No quote |
| 13 | MBI | MBIA INC COM COM | 0.02% | - | 0 | $490.79K | No quote | No quote |
| 14 | JOE | ST JOE CO COM COM | 0.02% | - | 0 | $403.78K | No quote | No quote |
| 16 | RF | REGIONS FINANCIAL CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 15 | MCY | MERCURY GENERAL CORP COM | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | BACWSA | BAC WARRANTS, 13.30 STRIKE, 1 WTSWTS | OTHER | 978,382,800 | $34.54M |
| 2 | WFCWS | WELLS FARGO WARRANTS, 34.01 ST WTSWTS | OTHER | 131,909,500 | $11.62M |
| 3 | JPMWS | JP MORGAN WARRANTS, 42.42 STRI WTSWTS | OTHER | 48,470,000 | $4.74M |
| 4 | HIGWS | HARTFORD WARRANTS, 9.649 STRIK WTSWTS | OTHER | 11,490,000 | $1.17M |
| 5 | AIGWS | AIG WARRANTS, 45.00 STRIKE, 1 WTSWTS | OTHER | 0 | $252.67K |