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 6 of 22 rows. Rows without a quote are marked unavailable.
| 1 | SHLD | SEARS HLDGS CORP | 23.82% | Add +5.8% | 28,203,148 | $579.86M | No quote | No quote |
| 2 | AIGWS | AMERICAN INTL GROUP INC | 21.48% | Reduce -6.7% | 22,006,722 | $522.88M | No quote | No quote |
| 3 | JOE | ST JOE CO | 18.64% | Add +0.3% | 24,517,040 | $453.81M | $18.51 | No quote |
| 4 | SRG | SERITAGE GROWTH PPTYS | 5.58% | Add +0.3% | 3,378,350 | $135.88M | No quote | No quote |
| 5 | DNOW | NOW INC | 4.67% | Add +6.4% | 7,185,000 | $113.67M | $15.82 | No quote |
| 6 | BACWSA | BANK AMER CORP | 4.01% | Add +19.9% | 16,813,403 | $97.69M | No quote | No quote |
| 7 | SRSCQ | SEARS CDA INC | 3.84% | Add +2.3% | 18,312,049 | $93.58M | No quote | No quote |
| 8 | LUK | LEUCADIA NATL CORP | 3.25% | Reduce -55.5% | 4,545,221 | $79.04M | No quote | No quote |
| 9 | SHLDW | SEARS HLDGS CORP | 3.09% | Add +1.7% | 6,851,099 | $75.29M | No quote | No quote |
| 10 | MRC | MRC GLOBAL INC | 2.99% | Add +5.7% | 5,634,300 | $72.68M | No quote | No quote |
| 11 | LE | LANDS END INC NEW | 2.93% | Add +63.2% | 3,041,727 | $71.3M | No quote | No quote |
| 12 | BAC | BANK AMER CORP | 2.70% | Reduce -85.8% | 3,908,303 | $65.78M | $16.83 | No quote |
| 13 | CNQ | CANADIAN NAT RES LTD | 0.99% | Reduce -88.6% | 1,107,100 | $24.17M | $21.83 | No quote |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.73% | Reduce -6.0% | 135,242 | $17.86M | No quote | No quote |
| 15 | AIG | AMERICAN INTL GROUP INC | 0.69% | Reduce -63.5% | 271,560 | $16.83M | $61.97 | No quote |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | 0.27% | Reduce -93.7% | 47,900 | $6.59M | $137.62 | No quote |
| 17 | SHOS | SEARS HOMETOWN & OUTLET STOR | 0.26% | Add +89.4% | 776,300 | $6.21M | No quote | No quote |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 0.02% | - | 3 | $593K | No quote | No quote |
| 19 | BACWSB | BANK AMER CORP | 0.02% | - | 1,455,701 | $393K | No quote | No quote |
| 22 | NOV | NATIONAL OILWELL VARCO INC | - | Sold | 0 | $0 | No quote | No quote |
| 21 | C | CITIGROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 20 | ASA | ASA GOLD AND PRECIOUS MTLS L | - | Sold | 0 | $0 | No quote | No quote |