Bruce Berkowitz
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average rating: 3.85 / 27 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
  • $18.11
  • -0.44%
  • $18.07

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

People owning PFE also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: C+ What is this?

  • +
  • SHLD
    Sears Holdings Co
  • $72.95
  • -3.72%
  • $77.60

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

People owning SHLD also tend to own: AAALLAPCBABACCCAT

TheStreet.com Rating: D+ What is this?

  • +
  • JOE
    St Joe Co (the)
  • $27.00
  • +2.00%
  • $26.40

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
  • $18.87
  • -4.02%
  • $19.46

7.55% of portfilo. This position was unchanged.

People owning ACF also tend to own: ABTG.OBCCRTCOFTCXWBABHBAM

TheStreet.com Rating: C- What is this?

  • +
  • HUM
    Humana Inc
  • $40.83
  • -0.29%
  • $40.88

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
  • $3450.00
  • -0.06%
  • $3450.1001

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
  • $9.89
  • -4.17%
  • $10.18

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
  • $17.53
  • 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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