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