Bruce Berkowitz - Fairholme Capital Management 13F Activity & Position Changes (Q3 2013)

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 Sep 30, 2013. 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 Q3 2013, the filing reported:

New Buys - Genworth Financial Inc

Increases - None reported

Reductions - American International Group, I, Bank of America Corporation, Berkshire Hathaway Inc. New, Citigroup, Inc., Hartford Financial Services Gro, and 3 more

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
Q3 2013	AIG American International Group, I	American International Group, I	Sell	-1,217,035	-1.4%	$4.13M	84,931,830
Q3 2013	BAC Bank of America Corporation	Bank of America Corporation	Sell	-1,251,900	-1.2%	$1.38M	99,696,715
Q3 2013	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-10,400	-1.4%	$81.29K	716,125
Q3 2013	C Citigroup, Inc.	Citigroup, Inc.	Sell	-2,800	-4.9%	$2.65K	54,560
Q3 2013	GNW Genworth Financial Inc	Genworth Financial Inc	Buy - Position Entry	+1,071,500	-	$13.70K	1,071,500
Q3 2013	HIG Hartford Financial Services Gro	Hartford Financial Services Gro	Sell	-1,300	-2.4%	$1.62K	52,000
Q3 2013	JOE St. Joe Company (The)	St. Joe Company (The)	Sell	-7,300	-0.0%	$490.71K	25,010,633
Q3 2013	LNC Lincoln National Corporation	Lincoln National Corporation	Sell	-1,200	-2.6%	$1.86K	44,400
Q3 2013	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-1,800	-1.2%	$6.18K	149,600