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

As of Sep 30, 2013, 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 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