2024-03-17 21:15:56 ET
Summary
- Fairholme's 13F stock portfolio value increased from $1.41B to $1.56B this quarter, with most assets invested in St. Joe Company.
- Fairholme Fund has generated significant alpha since inception but has underperformed in the last 10 years.
- Stake disposals include Home Bancshares, while stake increases include Enterprise Products Partners and Berkshire Hathaway.
This article is part of a series that provides an ongoing analysis of the changes made to Fairholme’s 13F stock portfolio on a quarterly basis. It is based on Fairholme’s regulatory 13F Form filed on 2/14/2024. Please visit our Tracking Bruce Berkowitz's Fairholme Fund Holdings article for an idea on how his holdings have progressed over the years and our previous update for the fund’s moves during Q3 2023....
Read the full article on Seeking Alpha
For further details see:
Tracking Bruce Berkowitz's Fairholme Portfolio - Q4 2023 Update