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 14 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 66.19% | Reduce -0.1% | 27,444,119 | $492.62M | $17.95 | No quote |
| 2 | VSTO | VISTA OUTDOOR INC | 10.52% | Add +81.2% | 5,055,300 | $78.31M | No quote | No quote |
| 3 | SHLD | SEARS HLDGS CORP | 5.55% | Reduce -0.4% | 17,428,147 | $41.31M | No quote | No quote |
| 4 | T | AT&T INC | 5.30% | Add +1434.1% | 1,227,300 | $39.41M | $32.11 | No quote |
| 5 | VST | VISTRA ENERGY CORP | 3.30% | Reduce -0.1% | 1,037,500 | $24.55M | $23.66 | No quote |
| 6 | HRG | HRG GROUP INC | 2.73% | New | 1,553,250 | $20.33M | No quote | No quote |
| 7 | SPB | SPECTRUM BRANDS HLDGS INC | 2.67% | New | 243,500 | $19.87M | $81.62 | No quote |
| 8 | C | CITIGROUP INC | 2.11% | New | 235,000 | $15.73M | $66.92 | No quote |
| 9 | OAK | OAKTREE CAP GROUP LLC | 0.99% | Add +115.5% | 181,000 | $7.36M | No quote | No quote |
| 10 | CLPR | CLIPPER RLTY INC | 0.32% | - | 280,000 | $2.39M | No quote | No quote |
| 11 | JEF | JEFFERIES FINL GROUP INC | 0.20% | New | 66,000 | $1.5M | $22.74 | No quote |
| 12 | SHLDW | SEARS HLDGS CORP | 0.11% | Reduce -0.2% | 5,566,341 | $835K | No quote | No quote |
| 14 | SRG | SERITAGE GROWTH PPTYS | - | Sold | 0 | $0 | No quote | No quote |
| 13 | LUK | LEUCADIA NATL CORP | - | Sold | 0 | $0 | No quote | No quote |