Bruce Berkowitz
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average rating: 3.82 / 28 ratings
DESCRIPTION:

Date updated:11-17-2009

As of 9/30/2009 funds in Fairholme Capital Management LLC were valued at $8.4 billion.

During the quarter the following actions were taken:

Positions closed out: BA, AXP, UNH, GD, HBC, HOFD, GYRO, WSC, MSVP
New positions: CAH
Decreased positions: PFE, HTZ, FRX, WLP, NOC, WCG, URI, FUR, BMY
Increased positions: SHLD, JOE, HUM, BRK-B, SPR, LUK, BRK-A, RRR, WTM

Here are the top 20 holdings as of September 30, 2009.

symbol name last price % change open
  • +
  • PFE
    Pfizer Inc
  • $17.84
  • -0.67%
  • $17.91

16.5% of portfilo. This position was decreased by -11%.

People owning PFE also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: B What is this?

  • +
  • SHLD
    Sears Holdings Co
  • $89.93
  • -1.52%
  • $91.69

14.05% of portfilo. This position was increased by 12.5%.

People owning SHLD also tend to own: ACFBMYBRK-ABRK-BCNQDJCODUK

TheStreet.com Rating: C- What is this?

  • +
  • JOE
    St Joe Co (the)
  • $27.52
  • -0.97%
  • $27.85

8.34% of portfilo. This position was increased by 3.48%.

People owning JOE also tend to own: BTUFWLTGRMNSPWRTWIAAPLDVN

TheStreet.com Rating: D What is this?

  • +
  • ACF
    Americredit Cp
  • $21.32
  • -0.47%
  • $21.52

7.55% of portfilo. This position was unchanged.

People owning ACF also tend to own: BMYBRK-ABRK-BCNQDJCODUKFRX

TheStreet.com Rating: C- What is this?

  • +
  • HUM
    Humana Inc
  • $46.75
  • -0.57%
  • $46.99

7.33% of portfilo. This position was increased by 57%.

People owning HUM also tend to own: AAPLACIAMZNBNICBICMGCNI

TheStreet.com Rating: C+ What is this?

  • +
  • BRK-B
    Berkshire Hath Hl
  • $74.23
  • +0.90%
  • $73.99

7.04% of portfilo. This position was increased drastically by 573%.

People owning BRK-B also tend to own: AEGAZINGINTCOPA.VORCLSDA

TheStreet.com Rating: No Rating What is this?

  • +
  • HTZ
    Hertz Global Hold
  • $9.85
  • -1.70%
  • $10.04

7.03% of portfilo. This position was decreased by -0.3%.

People owning HTZ also tend to own: CBSTGLDJDSUHALMPELAAPLCSCO

TheStreet.com Rating: D+ What is this?

  • +
  • SPR
    Spirit Aerosystem
  • $16.50
  • 0.00%
  • $N/A

5.7% of portfilo. This position was increased by 19.6%.

People owning SPR also tend to own: AAPLAGNALTASCABACOFCSCO

TheStreet.com Rating: C+ What is this?

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