Bruce Berkowitz - Fairholme Capital Management 13F Activity & Position Changes (Q1 2019)
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, 2019. 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 2019, the filing reported:
New Buys - Berkshire Hathaway Inc. New
Increases - None reported
Reductions - St. Joe Company (The), Vista Outdoor Inc.
Complete Exits - Jefferies Financial Group Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.