Fairholme Capital Management Holdings in 3rd Quarter: 13F Alert
The following is an analysis of Fairholme Capital Management as of Sep 30, according to a filing with the U.S. Securities and Exchange Commission on Nov. 14.
Top Positions by Market Value Company Name Ticker Market Value Current Change (USD $) Position In Position American International Group AIG US 2,837,834,093 86,545,718 -1,442,176 Bank of America Corp BAC US 902,560,702 102,215,255 514,900 Sears Holdings Corp SHLD US 875,048,263 16,934,080 104,200 St Joe Co/The JOE US 494,356,746 25,351,628 -187,800 MBIA Inc MBI US 448,629,032 44,287,170 -1,114,700 CIT Group Inc CIT US 439,345,385 11,153,729 -2,901,900 Leucadia National Corp LUK US 414,962,002 18,240,088 65,860 Berkshire Hathaway Inc-Cl B BRK/B US 72,630,495 823,475 19,800 Jefferies Group Inc JEF US 23,657,004 1,728,050 -1,024,350 Citigroup Inc C US 10,367,986 316,870 -13,800 Top Position Increases by Market Value Company Name Ticker MV Change Current Change (USD $) Position In Position Bank of America Corp BAC US 70,651,798 102,215,255 514,900 Leucadia National Corp LUK US 28,396,172 18,240,088 65,860 Wells Fargo & Co WFC US 5,921,591 201,900 170,500 Berkshire Hathaway Inc-Cl B BRK/B US 5,660,257 823,475 19,800 Sears Holdings Corp SHLD US -28,024,585 16,934,080 104,200 Top Position Decreases By Market Value Company Name Ticker MV Change Current Change (USD $) Position In Position CIT Group Inc CIT US -61,597,233 11,153,729 -2,901,900 MBIA Inc MBI US -42,165,183 44,287,170 -1,114,700 Jefferies Group Inc JEF US -12,096,672 1,728,050 -1,024,350 Orchard Supply Hardware-Cl A OSH US -2,012,511 623,106 -40,459 Citigroup Inc C US 1,304,321 316,870 -13,800 SOURCE: SEC 13F-HR FILER: Fairholme Capital Management QUARTER ENDED: 09/30/2012 SEC RECEIVED: 11/14/2012
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