Bruce Berkowitz - Fairholme Capital

History Stock Activity ▲ Share change % change to portfolio
Q2  2008
≡ PFE - Pfizer Inc. Buy 48,529,900 12.55
≡ CNQ - Canadian Natural Resources Reduce 53.80% 16,009,400 10.47
≡ BRK.A - Berkshire Hathaway CL A Reduce 13.64% 1,146 2.06
≡ USG - USG Corp. Reduce 13.32% 948,100 0.43
≡ HOFD - HomeFed Corp. Reduce 12.81% 12,062 0.01
≡ JOE - St. Joe Co. Reduce 9.52% 778,300 0.40
≡ ESVIF - Ensign Energy Services Inc. Reduce 8.48% 1,080,500 0.32
≡ JZEOF - JZ Equity Partners Reduce 3.74% 152,437 0.01
≡ DJCO - Daily Journal Corp. Reduce 3.39% 1,600 0.00
≡ BRK.B - Berkshire Hathaway CL B Sell 100.00% 167,000 0.26
≡ BMY - Bristol-Myers Squibb Sell 100.00% 11,069,200 4.25
Q1  2008
≡ ESVIF - Ensign Energy Services Inc. Add 2.91% 360,500 0.11
≡ MWA.B - Mueller Water Products CL B Add 4.31% 367,600 0.05
≡ JEF - Jefferies Financial Group Inc. Add 17.11% 1,070,600 0.82
≡ IDT.C - IDT Corp. Add 20.79% 305,100 0.03
≡ MHK - Mohawk Industries Add 29.39% 1,057,900 1.28
≡ DISH-OLD - Dish Network Corp. Add 35.08% 4,582,400 2.31
≡ USG - USG Corp. Add 41.28% 2,079,900 1.20
≡ SATS - EchoStar Corp. Add 76.03% 1,986,640 2.38
≡ SHLDQ-OLD - Sears Holdings Corp. Add 92.57% 3,429,900 5.56
≡ MWA - Mueller Water Products Buy 304,600 0.04
≡ ACF - AmeriCredit Corp. Buy 10,958,900 2.67
≡ BMY - Bristol-Myers Squibb Buy 11,069,200 4.25
≡ JOE - St. Joe Co. Buy 8,174,300 5.33
≡ BRK.B - Berkshire Hathaway CL B Reduce 81.89% 755,000 1.18
≡ HOFD - HomeFed Corp. Reduce 8.92% 9,228 0.01
≡ DJCO - Daily Journal Corp. Reduce 3.67% 1,794 0.00
≡ IDT - IDT Corp. CL B Reduce 2.82% 165,000 0.02
≡ BRK.A - Berkshire Hathaway CL A Reduce 1.29% 110 0.26
≡ CNQ - Canadian Natural Resources Reduce 0.45% 134,400 0.09
≡ FCX - Freeport-McMoran Inc. Sell 100.00% 2,325,224 2.31
≡ OBE - Obsidian Energy Ltd Sell 100.00% 6,834,211 3.65
≡ XTO - XTO Energy Inc. Sell 100.00% 3,892,125 3.87
Q4  2007
≡ IDT.C - IDT Corp. Add 1.51% 21,800 0.00
≡ MWA.B - Mueller Water Products CL B Add 1.62% 136,200 0.03
≡ CNQ - Canadian Natural Resources Add 1.75% 513,800 0.34
≡ ESVIF - Ensign Energy Services Inc. Add 13.16% 1,439,900 0.42
≡ DISH-OLD - Dish Network Corp. Add 28.28% 2,879,800 2.50
≡ USG - USG Corp. Add 29.16% 1,137,500 0.84
≡ MHK - Mohawk Industries Add 46.78% 1,146,953 1.85
≡ SHLDQ-OLD - Sears Holdings Corp. Add 89.76% 1,752,700 3.72
≡ WCG - Wellcare Health Plans Inc. Buy 4,067,000 3.18
≡ XTO - XTO Energy Inc. Buy 3,892,125 3.87
≡ OBE - Obsidian Energy Ltd Reduce 9.93% 753,789 0.40
≡ HOFD - HomeFed Corp. Reduce 0.34% 352 0.00
≡ BRK.A - Berkshire Hathaway CL A Reduce 0.12% 10 0.03
≡ CLMT - Calumet Specialty Products Sell 100.00% 2,100 0.00
≡ MWA - Mueller Water Products Sell 100.00% 36,000 0.01
≡ WTM - White Mountains Insurance Sell 100.00% 7,000 0.09
≡ EMN - Eastman Chemical Sell 100.00% 4,675,800 3.64
Q3  2007
≡ DJCO - Daily Journal Corp. Add 0.62% 300 0.00
≡ JEF - Jefferies Financial Group Inc. Add 1.64% 101,100 0.10
≡ BRK.A - Berkshire Hathaway CL A Add 4.67% 380 1.05
≡ DISH-OLD - Dish Network Corp. Add 8.14% 766,400 0.76
≡ CNQ - Canadian Natural Resources Add 9.65% 2,585,400 2.06
≡ IDT.C - IDT Corp. Add 10.33% 135,400 0.03
≡ USG - USG Corp. Add 24.91% 777,800 0.70
≡ ESVIF - Ensign Energy Services Inc. Add 28.60% 2,433,100 0.99
≡ FCX - Freeport-McMoran Inc. Add 76.42% 1,007,200 1.03
≡ SHLDQ-OLD - Sears Holdings Corp. Add 157.72% 1,195,000 4.00
≡ CLMT - Calumet Specialty Products Reduce 99.03% 215,153 0.24
≡ EMN - Eastman Chemical Reduce 31.53% 2,153,000 1.68
≡ OBE - Obsidian Energy Ltd Reduce 10.55% 895,000 0.60
≡ MMC - Marsh & McLennan Sell 100.00% 230,400 0.18
≡ USMO - USA Mobility Sell 100.00% 1,335,486 0.74
≡ SE-OLD - Spectra Energy Corp. Sell 100.00% 2,498,200 1.60
Q2  2007
≡ MWA.B - Mueller Water Products CL B Add 2.94% 239,700 0.09
≡ IDT - IDT Corp. CL B Add 3.46% 196,000 0.06
≡ ESVIF - Ensign Energy Services Inc. Add 11.62% 885,200 0.44
≡ CNQ - Canadian Natural Resources Add 18.43% 4,169,200 3.33
≡ BRK.A - Berkshire Hathaway CL A Add 19.56% 1,332 3.50
≡ JEF - Jefferies Financial Group Inc. Add 23.21% 1,159,300 1.00
≡ USG - USG Corp. Add 31.30% 744,500 0.92
≡ SE-OLD - Spectra Energy Corp. Add 55.04% 886,900 0.57
≡ FCX - Freeport-McMoran Inc. Buy 1,318,024 1.24
≡ EMN - Eastman Chemical Buy 6,828,800 5.42
≡ MMC - Marsh & McLennan Reduce 77.90% 812,000 0.64
≡ CLMT - Calumet Specialty Products Reduce 57.92% 299,000 0.37
≡ PD-OLD - Phelps Dodge Sell 100.00% 983,600 3.82
Q1  2007
≡ OBE - Obsidian Energy Ltd Add 2.46% 203,600 0.19
≡ MHK - Mohawk Industries Add 5.71% 132,400 0.36
≡ ESVIF - Ensign Energy Services Inc. Add 6.97% 496,900 0.25
≡ CNQ - Canadian Natural Resources Add 11.85% 2,396,600 1.87
≡ JEF - Jefferies Financial Group Inc. Add 14.56% 635,000 0.56
≡ BRK.A - Berkshire Hathaway CL A Add 31.04% 1,613 5.32
≡ MWA - Mueller Water Products Buy 36,000 0.02
≡ CLMT - Calumet Specialty Products Buy 516,253 0.66
≡ SE-OLD - Spectra Energy Corp. Buy 1,611,300 1.29
≡ MWA.B - Mueller Water Products CL B Buy 8,155,100 3.76
≡ DUK - Duke Energy Sell 100.00% 1,942,800 2.18