Bruce Berkowitz - Fairholme Capital Management 13F Activity & Position Changes (Q2 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 Jun 30, 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 Q2 2017, the filing reported:

New Buys - None reported

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

Reductions - 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
Q2 2017	JOE St. Joe Company (The)	St. Joe Company (The)	Buy	+1,083,400	+4.4%	$477.83K	25,484,557
Q2 2017	LE Lands' End, Inc.	Lands' End, Inc.	Sell	-421,527	-12.9%	$42.55K	2,855,900
Q2 2017	SRG Seritage Growth Properties	Seritage Growth Properties	Buy	+140,200	+3.8%	$159.71K	3,807,150