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 1 of 9 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 56.14% | Add +6.0% | 27,002,485 | $509M | $18.85 | No quote |
| 2 | SHLD | SEARS HLDGS CORP | 22.95% | Reduce -1.2% | 28,508,998 | $208.12M | No quote | No quote |
| 3 | SRG | SERITAGE GROWTH PPTYS | 19.14% | Reduce -1.1% | 3,766,650 | $173.53M | No quote | No quote |
| 4 | SHLDW | SEARS HLDGS CORP | 1.58% | Reduce -0.8% | 6,640,451 | $14.34M | No quote | No quote |
| 5 | LUK | LEUCADIA NATL CORP | 0.18% | - | 66,000 | $1.67M | No quote | No quote |
| 9 | WPG | WASHINGTON PRIME GROUP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 8 | SHOS | SEARS HOMETOWN & OUTLET STOR | - | Sold | 0 | $0 | No quote | No quote |
| 7 | SRSCQ | SEARS CDA INC | - | Sold | 0 | $0 | No quote | No quote |
| 6 | LE | LANDS END INC NEW | - | Sold | 0 | $0 | No quote | No quote |