Bruce Berkowitz - Fairholme Capital Management 13F Activity & Position Changes (Q4 2013)

As of Dec 31, 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 Q4 2013, the filing reported:

New Buys - None reported

Increases - Bank of America Corporation

Reductions - American International Group, I, Berkshire Hathaway Inc. New, St. Joe Company (The)

Complete Exits - Genworth Financial 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
Q4 2013	AIG American International Group, I	American International Group, I	Sell	-5,179,644	-6.1%	$4.07M	79,752,186
Q4 2013	BAC Bank of America Corporation	Bank of America Corporation	Buy	+45,400	+0.0%	$1.55M	99,742,115
Q4 2013	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-5,900	-0.8%	$84.20K	710,225
Q4 2013	GNW Genworth Financial Inc	Genworth Financial Inc	Sell - Position Exit	-1,071,500	-100.0%	$0.00	-
Q4 2013	JOE St. Joe Company (The)	St. Joe Company (The)	Sell	-147,129	-0.6%	$477.13K	24,863,504