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

As of Mar 31, 2018, 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 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