Bruce Berkowitz - Fairholme Capital Management 13F Activity & Position Changes (Q1 2017)

According to the SEC 13F filed on Aug 14, 2026, the Fairholme Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2017. 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 2017, the filing reported:

New Buys - None reported

Increases - Seritage Growth Properties

Reductions - St. Joe Company (The), Lands' End, Inc.

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 2017	JOE St. Joe Company (The)	St. Joe Company (The)	Sell	-28,100	-0.1%	$416.04K	24,401,157
Q1 2017	LE Lands' End, Inc.	Lands' End, Inc.	Sell	-67,300	-2.0%	$70.30K	3,277,427
Q1 2017	SRG Seritage Growth Properties	Seritage Growth Properties	Buy	+233,200	+6.8%	$158.23K	3,666,950