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Focused investors/Bruce Berkowitz

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 3 of 19 rows. Rows without a quote are marked unavailable.

1JOEST JOE CO24.85%Reduce -2.2%23,983,197$411.31M$17.15No quote
2SHLDSEARS HLDGS CORP24.60%Reduce -5.7%26,598,848$407.23MNo quoteNo quote
3AIGWSAMERICAN INTL GROUP INC12.06%Reduce -51.5%10,676,761$199.66MNo quoteNo quote
4SRGSERITAGE GROWTH PPTYS10.41%Add +2.1%3,447,850$172.29MNo quoteNo quote
5DNOWNOW INC7.26%Reduce -5.6%6,781,500$120.17M$17.72No quote
6BACBANK AMER CORP7.00%Add +119.3%8,571,303$115.88M$13.52No quote
7LELANDS END INC NEW4.50%Reduce -4.1%2,917,327$74.42MNo quoteNo quote
8BACWSABANK AMER CORP3.95%Reduce -0.1%16,795,103$65.33MNo quoteNo quote
9SRSCQSEARS CDA INC3.20%Add +3.4%18,929,417$53MNo quoteNo quote
10SHLDWSEARS HLDGS CORP1.79%Reduce -1.5%6,746,177$29.68MNo quoteNo quote
11SHOSSEARS HOMETOWN & OUTLET STOR0.30%-776,300$4.98MNo quoteNo quote
12LUKLEUCADIA NATL CORP0.06%Reduce -98.5%66,000$1.07MNo quoteNo quote
13BACWSBBANK AMER CORP0.02%-1,455,701$291KNo quoteNo quote
19MRCMRC GLOBAL INC-Sold0$0No quoteNo quote
18IBMINTERNATIONAL BUSINESS MACHS-Sold0$0No quoteNo quote
17CNQCANADIAN NAT RES LTD-Sold0$0No quoteNo quote
16BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 084670702-Sold0$0No quoteNo quote
15BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 084670108-Sold0$0No quoteNo quote
14AIGAMERICAN INTL GROUP INC-Sold0$0No quoteNo quote