whalepapers
Investors/ Fairholme Capital Management LLC/ Q1 2018

Fairholme Capital Management LLC

Bruce Berkowitz · As of Q1 2018 · filed May 15, 2018

JOE ST JOE CO
73.9%
Reduced −1.5% 27,481,780 $518.0M
SRG SERITAGE GROWTH PROP- A
8.1%
Reduced −51.3% 1,595,000 $56.7M
SHLDEUR SEARS HOLDINGS CORP
6.7%
Reduced −27.3% 17,499,797 $46.7M
VSTOEUR VISTA OUTDOOR INC
6.5%
New 2,789,700 $45.5M
VST VISTRA CORP
3.1%
New 1,039,000 $21.6M
OAK OAKTREE CAPITAL GROUP LLC
0.5%
New 84,000 $3.3M
T AT&T INC
0.4%
New 80,000 $2.9M
CLPR CLIPPER REALTY INC
0.3%
New 280,000 $2.4M
SEARS HLDGS CORP
0.3%
Reduced −4.3% 5,578,747 $2.0M
LEUCADIA NATL CORP
0.2%
Held 66,000 $1.5M

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.