Bruce Berkowitz - Fairholme Capital Management 13F Activity & Position Changes (Q3 2019)

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, 2019. 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 2019, the filing reported:

New Buys - The Kraft Heinz Company

Increases - None reported

Reductions - Berkshire Hathaway Inc. New, St. Joe Company (The), Vista Outdoor 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
Q3 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-1,855	-10.1%	$3.43K	16,490
Q3 2019	JOE St. Joe Company (The)	St. Joe Company (The)	Sell	-167,155	-0.6%	$451.21K	26,340,233
Q3 2019	KHC The Kraft Heinz Company	The Kraft Heinz Company	Buy - Position Entry	+647,300	-	$18.08K	647,300
Q3 2019	VSTO Vista Outdoor Inc.	Vista Outdoor Inc.	Sell	-235,800	-38.9%	$2.29K	370,500