Fairholme Capital Management 13F holdings, Q1 2019
Holdings as of March 31, 2019 · filings on SEC EDGAR · latest filing →
Fairholme Capital Management disclosed 3 US equity positions worth $473.3m in its Q1 2019 13F filing. The largest position was JOE at 92.4% of the reported book, followed by BRK/B and VISTA OUTDOOR INC. Against the Q4 2018 filing, it opened 1 new position, added to 0 and reduced 1 among the top 3 holdings.
What did Fairholme Capital Management own in Q1 2019? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2018 |
|---|---|---|---|---|---|---|---|
| 1 | JOE ST JOE CO | Real Estate | 92.4% | $437.5m | 26,532,198 | -0% | held |
| 2 | BRK/B BERKSHIRE HATHAWAY INC DEL | 5.6% | $26.5m | 131,825 | – | new | |
| 3 | VISTA OUTDOOR INC | 2.0% | $9.3m | 1,159,000 | -21% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.