Fairholme Capital Management LLC
Bruce Berkowitz · As of Q3 2017 · filed Nov 14, 2017
| JOE ST JOE CO | 56.1% | Added +6.0% | 27,002,485 | $509.0M |
| SHLDEUR SEARS HOLDINGS CORP | 23.0% | Reduced −1.2% | 28,508,998 | $208.1M |
| SRG SERITAGE GROWTH PROP- A | 19.1% | Reduced −1.1% | 3,766,650 | $173.5M |
| SEARS HLDGS CORP | 1.6% | Reduced −0.8% | 6,640,451 | $14.3M |
| LEUCADIA NATL CORP | 0.2% | Held | 66,000 | $1.7M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| LE LANDS' END INC | 2,855,900 | $42.6M |
| SRSCQ SEARS CANADA INC | 21,562,974 | $17.3M |
| WPG2EUR WASHINGTON PRIME GROUP INC | 1,331,300 | $11.1M |
| SHOSUSD SEARS HOMETOWN AND OUTLET ST | 776,850 | $2.1M |
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.