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 5 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 69.36% | Add +3.3% | 27,897,499 | $503.55M | $18.05 | No quote |
| 2 | SRG | SERITAGE GROWTH PPTYS | 18.24% | Reduce -13.1% | 3,273,398 | $132.44M | No quote | No quote |
| 3 | SHLD | SEARS HLDGS CORP | 11.88% | Reduce -15.5% | 24,084,301 | $86.22M | No quote | No quote |
| 4 | SHLDW | SEARS HLDGS CORP | 0.28% | Reduce -12.2% | 5,830,968 | $2.04M | No quote | No quote |
| 5 | LUK | LEUCADIA NATL CORP | 0.24% | - | 66,000 | $1.75M | No quote | No quote |