Bruce Berkowitz - Fairholme Capital Management 13F Activity & Position Changes (Q1 2014)

As of Mar 31, 2014, the Fairholme Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2014, the filing reported:

New Buys - Genworth Financial Inc, AT&T Inc., Vodafone Group Plc

Increases - None reported

Reductions - American International Group, I, Bank of America Corporation, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, St. Joe Company (The)

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2014	AIG American International Group, I	American International Group, I	Sell	-4,070,572	-5.1%	$3.78M	75,681,614
Q1 2014	BAC Bank of America Corporation	Bank of America Corporation	Sell	-799,600	-0.8%	$1.70M	98,942,515
Q1 2014	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-3	-50.0%	$562.00	3
Q1 2014	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-421,300	-59.3%	$36.11K	288,925
Q1 2014	GNW Genworth Financial Inc	Genworth Financial Inc	Buy - Position Entry	+1,071,500	-	$19.00K	1,071,500
Q1 2014	JOE St. Joe Company (The)	St. Joe Company (The)	Sell	-16,300	-0.1%	$478.31K	24,847,204
Q1 2014	T AT&T Inc.	AT&T Inc.	Buy - Position Entry	+68,500	-	$2.40K	68,500
Q1 2014	VOD Vodafone Group Plc	Vodafone Group Plc	Buy - Position Entry	+66,000	-	$2.43K	66,000