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

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 Dec 31, 2013. 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