Bruce Berkowitz - Fairholme Capital

History Stock Activity ▼ Share change % change to portfolio
Q1  2011
≡ CHPXF - China Pacific Insurance Group Co. Buy 148,105,400 4.38
Q4  2010
≡ CIT - CIT Group Add 73.00% 7,300,400 2.33
≡ RF - Regions Financial Corp. Add 52.28% 33,353,400 1.45
≡ AIG - American International Group Add 27.77% 8,160,417 2.72
≡ BAC - Bank of America Corp. Add 27.66% 16,750,000 1.48
≡ GE - GE Aerospace Add 24.31% 389,162 0.40
≡ BRK.B - Berkshire Hathaway CL B Add 17.02% 651,300 0.42
≡ MS - Morgan Stanley Add 11.81% 3,559,400 0.70
≡ JOE - St. Joe Co. Add 0.43% 100,000 0.01
≡ GGP - Genl Growth Properties Buy 113,869,556 14.90
≡ AAIGF - AIA Group Ltd. Buy 302,221,000 7.06
≡ BSBR - Banco Santander (Brasil) S.A. Buy 2,892,200 0.22
≡ TEVA - Teva Pharmaceutical Industries Ltd. Buy 177,400 0.07
Q3  2010
≡ MS - Morgan Stanley Add 1369.92% 28,084,700 7.59
≡ BAC - Bank of America Corp. Add 45.50% 18,940,415 2.58
≡ MBI - MBIA Inc. Add 7.29% 1,392,600 0.14
≡ AIG - American International Group Add 3.06% 873,400 0.32
≡ BRK.A - Berkshire Hathaway CL A Add 2.53% 100 0.13
≡ C - Citigroup Inc. Add 0.50% 100,000 0.04
≡ GE - GE Aerospace Buy 1,600,987 2.03
Q2  2010
≡ BAC - Bank of America Corp. Add 16.23% 5,811,600 0.92
≡ BRK.A - Berkshire Hathaway CL A Add 7.35% 271 0.29
≡ C - Citigroup Inc. Add 4.21% 816,490 0.33
≡ RRR-OLD - RSC Holdings Inc. Add 0.00% 100 0.00
≡ AIG - American International Group Buy 28,509,000 10.19
≡ GS - Goldman Sachs Group Buy 5,578,900 8.13
≡ MBI - MBIA Inc. Buy 19,108,500 1.44
≡ MS - Morgan Stanley Buy 2,050,100 0.56
Q1  2010
≡ C - Citigroup Inc. Add 78.90% 8,544,120 3.48
≡ RRR-OLD - RSC Holdings Inc. Add 34.54% 2,625,000 0.22
≡ WCG - Wellcare Health Plans Inc. Add 0.24% 10,000 0.00
≡ BAC - Bank of America Corp. Buy 35,815,100 7.15
≡ RF - Regions Financial Corp. Buy 67,636,004 5.47
≡ CIT - CIT Group Buy 11,059,429 4.83
≡ CMCSK-OLD - Comcast Corp. CL A Spl Buy 20,429,800 3.79
≡ CMCSA - Comcast Corp. Buy 14,789,800 1.46
≡ TAL-OLD - TAL International Group Inc. Buy 221,634 0.05
≡ TMWEF - TimberWest Forest Corp. Buy 677,800 0.04
≡ CWX.TO - CanWel Building Materials Grp Ltd Buy 489,000 0.03
Q4  2009
≡ BRK.A - Berkshire Hathaway CL A Add 130.31% 2,214 2.87
≡ ELV - Elevance Health Inc. Add 82.27% 4,425,800 3.09
≡ BRK.B - Berkshire Hathaway CL B Add 62.82% 3,878,500 3.36
≡ HUM - Humana Inc. Add 23.86% 2,623,900 1.41
≡ HTZ - Hertz Global Hldgs Inc. Add 5.97% 557,260 0.35
≡ SPR - Spirit AeroSystems Holdings Inc. Add 5.54% 1,231,200 0.29
≡ JOE - St. Joe Co. Add 3.48% 774,200 0.25
≡ JEF - Jefferies Financial Group Inc. Add 1.93% 230,000 0.06
≡ BNI - Burlington Northern Santa Fe Buy 4,942,500 6.28
≡ C - Citigroup Inc. Buy 10,829,000 5.75
≡ RRR-OLD - RSC Holdings Inc. Buy 7,598,800 0.62
≡ FUR - Winthrop Realty Trust Inc. Buy 2,988,648 0.35
Q3  2009
≡ JZEOF - JZ Equity Partners Add 153.65% 6,646,736 0.33
≡ HUM - Humana Inc. Add 41.10% 3,203,600 1.58
≡ SPR - Spirit AeroSystems Holdings Inc. Add 18.14% 3,411,950 0.73
≡ SHLDQ-OLD - Sears Holdings Corp. Add 8.57% 1,072,400 0.94
≡ JOE - St. Joe Co. Add 4.22% 901,400 0.41
≡ HTZ - Hertz Global Hldgs Inc. Add 0.72% 67,060 0.05
≡ BRK.B - Berkshire Hathaway CL B Buy 6,174,150 5.61
≡ BRK.A - Berkshire Hathaway CL A Buy 1,699 2.37
Q2  2009
≡ HTZ - Hertz Global Hldgs Inc. Add 54.74% 3,280,780 1.88
≡ JOE - St. Joe Co. Add 54.61% 7,545,002 3.22
≡ SPR - Spirit AeroSystems Holdings Inc. Add 18.63% 2,953,800 0.68
≡ JZEOF - JZ Equity Partners Add 11.80% 456,487 0.01
≡ HUM - Humana Inc. Add 8.89% 636,300 0.33
≡ SHLDQ-OLD - Sears Holdings Corp. Add 8.09% 936,500 0.89
≡ ESVIF - Ensign Energy Services Inc. Add 0.60% 72,200 0.02
≡ PFE - Pfizer Inc. Add 0.26% 200,000 0.05
≡ JEF - Jefferies Financial Group Inc. Add 0.25% 30,000 0.01
Q1  2009
≡ ACF - AmeriCredit Corp. Add 90.60% 15,122,670 1.26
≡ HTZ - Hertz Global Hldgs Inc. Add 60.86% 2,267,580 0.78
≡ JOE - St. Joe Co. Add 43.10% 4,161,200 1.66
≡ SPR - Spirit AeroSystems Holdings Inc. Add 39.76% 4,510,200 0.97
≡ BA - Boeing Co. Add 15.53% 1,131,200 0.77
≡ GD - General Dynamics Add 8.78% 200,000 0.19
≡ CNQ - Canadian Natural Resources Add 5.98% 993,200 0.35
≡ ESVIF - Ensign Energy Services Inc. Add 3.59% 417,200 0.07
≡ SHLDQ-OLD - Sears Holdings Corp. Add 3.01% 338,800 0.27
≡ JEF - Jefferies Financial Group Inc. Add 2.46% 285,000 0.09
≡ WCG - Wellcare Health Plans Inc. Add 1.76% 73,000 0.01
≡ AXP - American Express Buy 17,706,750 4.64
≡ MWA - Mueller Water Products Buy 526,800 0.02
Q4  2008
≡ CNQ - Canadian Natural Resources Add 51.66% 5,654,400 2.22
≡ FRX-OLD - Forest Laboratories Add 47.21% 5,309,300 2.44
≡ URI - United Rentals Add 30.86% 1,955,400 0.30
≡ ACF - AmeriCredit Corp. Add 26.27% 3,472,900 0.48
≡ PFE - Pfizer Inc. Add 15.33% 10,138,600 3.16
≡ JEF - Jefferies Financial Group Inc. Add 7.99% 856,600 0.32
≡ ELV - Elevance Health Inc. Add 7.79% 655,600 0.44
≡ JOE - St. Joe Co. Add 4.75% 437,800 0.22
≡ ESVIF - Ensign Energy Services Inc. Add 0.43% 49,300 0.01
≡ BA - Boeing Co. Buy 7,285,400 5.89
≡ NOC - Northrop Grumman Corp. Buy 7,545,300 5.86
≡ HUM - Humana Inc. Buy 7,563,500 4.34
≡ GD - General Dynamics Buy 2,278,100 2.23
≡ SPR - Spirit AeroSystems Holdings Inc. Buy 11,344,600 1.95
≡ HTZ - Hertz Global Hldgs Inc. Buy 3,726,020 1.23
≡ FSUMF - Fortescue Metals Group Ltd. Buy 42,452,337 1.09
≡ JEF-OLD - Jefferies Group Inc.-old Buy 4,317,644 1.02
Q3  2008
≡ SHLDQ-OLD - Sears Holdings Corp. Add 57.87% 4,484,600 5.55
≡ PFE - Pfizer Inc. Add 36.30% 17,614,500 4.53