Bruce Berkowitz - Fairholme Capital Management 13F Activity & Position Changes (Q1 2018)

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, 2018. 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 2018, the filing reported:

New Buys - Clipper Realty Inc., AT&T Inc., Vistra Corp., Vista Outdoor Inc.

Increases - None reported

Reductions - St. Joe Company (The), Seritage Growth Properties

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 2018	CLPR Clipper Realty Inc.	Clipper Realty Inc.	Buy - Position Entry	+280,000	-	$2.37K	280,000
Q1 2018	JOE St. Joe Company (The)	St. Joe Company (The)	Sell	-415,719	-1.5%	$518.03K	27,481,780
Q1 2018	SRG Seritage Growth Properties	Seritage Growth Properties	Sell	-1,678,398	-51.3%	$56.70K	1,595,000
Q1 2018	T AT&T Inc.	AT&T Inc.	Buy - Position Entry	+80,000	-	$2.85K	80,000
Q1 2018	VST Vistra Corp.	Vistra Corp.	Buy - Position Entry	+1,039,000	-	$21.64K	1,039,000
Q1 2018	VSTO Vista Outdoor Inc.	Vista Outdoor Inc.	Buy - Position Entry	+2,789,700	-	$45.53K	2,789,700