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 7 of 45 rows. Rows without a quote are marked unavailable.
| 1 | AIG | AMERICAN INTL GROUP INC | 41.91% | Reduce -6.1% | 79,752,186 | $4.07B | $51.05 | No quote |
| 2 | BAC | BANK OF AMERICA CORPORATION | 15.99% | Add +0.1% | 99,742,115 | $1.55B | $15.57 | No quote |
| 3 | SHLD | SEARS HLDGS CORP | 10.77% | Add +2.8% | 21,331,673 | $1.05B | No quote | No quote |
| 4 | FNMAS | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 5.32% | New | 59,049,119 | $516.68M | No quote | No quote |
| 5 | LUK | LEUCADIA NATL CORP | 5.24% | Reduce -3.5% | 17,957,927 | $508.93M | No quote | No quote |
| 6 | AIGWS | AMERICAN INTL GROUP INC | 5.06% | Reduce -0.1% | 24,250,009 | $491.06M | No quote | No quote |
| 7 | JOE | ST JOE CO | 4.91% | Reduce -0.6% | 24,863,504 | $477.13M | $19.19 | No quote |
| 8 | FMCKJ | FEDERAL HOME LOAN MORTGAGE CORP | 3.68% | New | 39,901,900 | $357.92M | No quote | No quote |
| 9 | FNMFN | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.93% | New | 6,339,843 | $90.03M | No quote | No quote |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.87% | Reduce -0.8% | 710,225 | $84.2M | No quote | No quote |
| 11 | FNMA | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.81% | New | 25,990,900 | $78.23M | No quote | No quote |
| 12 | BACWSA | BANK OF AMERICA CORPORATION | 0.66% | - | 9,904,428 | $64.08M | No quote | No quote |
| 13 | FMCC | FEDERAL HOME LOAN MORTGAGE CORP | 0.58% | New | 19,386,300 | $56.22M | No quote | No quote |
| 14 | FMCKM | FEDERAL HOME LOAN MORTGAGE CORP | 0.42% | New | 5,799,175 | $40.77M | No quote | No quote |
| 15 | FMCKI | FEDERAL HOME LOAN MORTGAGE CORP | 0.31% | New | 4,196,108 | $29.79M | No quote | No quote |
| 16 | CHK | CHESAPEAKE ENERGY CORP | 0.26% | Add +16.8% | 928,000 | $25.19M | No quote | No quote |
| 17 | FNMAH | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.26% | New | 3,672,127 | $24.97M | No quote | No quote |
| 18 | FMCCM | FEDERAL HOME LOAN MORTGAGE CORP | 0.24% | New | 1,699,250 | $22.97M | No quote | No quote |
| 19 | WFCWS | WELLS FARGO & CO NEW | 0.22% | - | 1,346,665 | $21.32M | No quote | No quote |
| 20 | FMCCI | FEDERAL HOME LOAN MORTGAGE CORP | 0.19% | New | 1,377,829 | $18.6M | No quote | No quote |
| 21 | FMCCH | FEDERAL HOME LOAN MORTGAGE CORP | 0.18% | New | 1,339,572 | $17.95M | No quote | No quote |
| 22 | GNW | GENWORTH FINL INC | 0.17% | - | 1,071,500 | $16.64M | No quote | No quote |
| 23 | HIGWS | HARTFORD FINL SVCS GROUP INC | 0.16% | - | 553,900 | $15.25M | No quote | No quote |
| 24 | JPMWS | JPMORGAN CHASE & CO | 0.15% | - | 753,300 | $14.61M | No quote | No quote |
| 25 | FNMAJ | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.12% | New | 1,500,000 | $11.79M | No quote | No quote |
| 26 | FNMAI | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.11% | New | 1,580,000 | $11.06M | No quote | No quote |
| 27 | LNCWS | LINCOLN NATL CORP IND | 0.09% | - | 205,810 | $8.7M | No quote | No quote |
| 28 | FMCCL | FEDERAL HOME LOAN MORTGAGE CORP | 0.08% | New | 546,542 | $7.31M | No quote | No quote |
| 29 | WFC | WELLS FARGO & CO NEW | 0.07% | - | 149,600 | $6.79M | $45.40 | No quote |
| 30 | FNMAO | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.04% | New | 269,500 | $3.74M | No quote | No quote |
| 31 | FMCKO | FEDERAL HOME LOAN MORTGAGE CORP | 0.04% | New | 517,900 | $3.56M | No quote | No quote |
| 32 | FMCKN | FEDERAL HOME LOAN MORTGAGE CORP | 0.03% | New | 447,940 | $3.14M | No quote | No quote |
| 33 | C | CITIGROUP INC | 0.03% | - | 54,560 | $2.84M | $52.11 | No quote |
| 34 | FMCKK | FEDERAL HOME LOAN MORTGAGE CORP | 0.03% | New | 203,000 | $2.82M | No quote | No quote |
| 35 | LNC | LINCOLN NATL CORP IND | 0.02% | - | 44,400 | $2.29M | $51.62 | No quote |
| 36 | FREPRO | FEDERAL HOME LOAN MORTGAGE CORP | 0.02% | New | 157,500 | $2.12M | No quote | No quote |
| 37 | HIG | HARTFORD FINL SVCS GROUP INC | 0.02% | - | 52,000 | $1.88M | $36.23 | No quote |
| 38 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.01% | - | 6 | $1.07M | No quote | No quote |
| 39 | FMCCS | FEDERAL HOME LOAN MORTGAGE CORP | 0.01% | New | 60,900 | $804K | No quote | No quote |
| 40 | FMCCP | FEDERAL HOME LOAN MORTGAGE CORP | 0.01% | New | 45,000 | $594K | No quote | No quote |
| 41 | FMCKL | FEDERAL HOME LOAN MORTGAGE CORP | 0.00% | New | 45,500 | $333K | No quote | No quote |
| 42 | FMCCK | FEDERAL HOME LOAN MORTGAGE CORP | 0.00% | New | 9,400 | $132K | No quote | No quote |
| 43 | FMCCT | FEDERAL HOME LOAN MORTGAGE CORP | 0.00% | New | 9,200 | $127K | No quote | No quote |
| 44 | FMCKP | FEDERAL HOME LOAN MORTGAGE CORP | 0.00% | New | 8,400 | $107K | No quote | No quote |
| 45 | FNMAG | FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.00% | New | 4,400 | $62K | No quote | No quote |