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 18 rows. Rows without a quote are marked unavailable.
| 1 | BAC | BANK AMER CORP | 26.12% | Reduce -1.6% | 75,485,585 | $1.28B | $17.02 | No quote |
| 2 | AIG | AMERICAN INTL GROUP INC | 23.65% | Reduce -21.2% | 18,812,987 | $1.16B | $61.82 | No quote |
| 3 | SHLD | SEARS HLDGS CORP | 14.46% | Add +2.5% | 26,629,448 | $711.01M | No quote | No quote |
| 4 | AIGWS | AMERICAN INTL GROUP INC | 13.77% | Reduce -0.0% | 24,447,104 | $677.43M | No quote | No quote |
| 5 | JOE | ST JOE CO | 7.78% | Reduce -0.5% | 24,624,918 | $382.43M | $15.53 | No quote |
| 6 | LUK | LEUCADIA NATL CORP | 6.08% | Reduce -10.7% | 12,313,785 | $298.98M | No quote | No quote |
| 7 | SRSCQ | SEARS CDA INC | 1.99% | Add +9.5% | 16,083,575 | $97.95M | No quote | No quote |
| 8 | SHLDW | SEARS HLDGS CORP | 1.96% | Add +0.1% | 6,420,552 | $96.37M | No quote | No quote |
| 9 | BACWSA | BANK AMER CORP | 1.75% | Add +3.1% | 13,948,749 | $86.06M | No quote | No quote |
| 10 | NOV | NATIONAL OILWELL VARCO INC | 1.11% | New | 1,131,800 | $54.64M | $48.28 | No quote |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.42% | Reduce -44.9% | 152,292 | $20.73M | No quote | No quote |
| 12 | JPMWS | JPMORGAN CHASE & CO | 0.36% | Reduce -6.2% | 706,300 | $17.48M | No quote | No quote |
| 13 | WFCWS | WELLS FARGO & CO NEW | 0.34% | Reduce -42.2% | 749,050 | $16.85M | No quote | No quote |
| 14 | LNCWS | LINCOLN NATL CORP IND | 0.19% | - | 181,610 | $9.26M | No quote | No quote |
| 15 | BACWSB | BANK AMER CORP | 0.02% | - | 1,455,701 | $742K | No quote | No quote |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.01% | - | 3 | $615K | No quote | No quote |
| 18 | WFC | WELLS FARGO & CO NEW | - | Sold | 0 | $0 | No quote | No quote |
| 17 | CNQ | CANADIAN NAT RES LTD | - | Sold | 0 | $0 | No quote | No quote |