Bruce Berkowitz - Fairholme Capital Management 13F Activity & Position Changes (Q3 2017)

As of Sep 30, 2017, 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 2017, the filing reported:

New Buys - None reported

Increases - St. Joe Company (The)

Reductions - Seritage Growth Properties

Complete Exits - Lands' End, Inc.

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 2017	JOE St. Joe Company (The)	St. Joe Company (The)	Buy	+1,517,928	+6.0%	$509.00K	27,002,485
Q3 2017	LE Lands' End, Inc.	Lands' End, Inc.	Sell - Position Exit	-2,855,900	-100.0%	$0.00	-
Q3 2017	SRG Seritage Growth Properties	Seritage Growth Properties	Sell	-40,500	-1.1%	$173.53K	3,766,650