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Fairholme Capital Management


  Today: +1.4%
1-month: -6.4%
All-time: -5.9%
Today vs S&P 500 : +0.1%
1-month: -0.0%
All-time: +19.4%
Fairholme Capital Management

Advisor | Data since: Jul-1-2007 | Current Portfolio: Q3 2009


567 members Tracking | Track this Pro
       

Portfolio Performance



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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  % off
52wk lw
% from
52wk hg
Q3 2009 View as: Alerts Holdings Detail
 ACF $22.01 +0.69 +3.24% 1,572,721 127% $2.8B 617% -1% +46.5% $500.9M | 32.3M shares - No Change
 BRK.A $111700.00 +589.00 +0.53% 10,249 342% $117.3B 59% -4% +11.9% $215.7M | 2.2K shares - increase of 1.4K shares
 BRK.B $74.53 +0.30 +0.40% 13,562,155 215% $55.1B 66% -4% +14.3% $552.4M | 8.7M shares - increase of 7.4M shares
 FRX $28.98 +0.20 +0.69% 2,680,372 91% $8.6B 58% -12% +0.7% $404.9M | 14.9M shares - decrease of 3.2M shares
 HTZ $10.27 +0.42 +4.26% 1,863,729 85% $4.0B 421% -18% +1.5% $583.9M | 58.6M shares - decrease of 186.8K shares
 HUM $47.92 +1.17 +2.50% 3,131,191 92% $7.9B 158% -9% +28.5% $518.8M | 15.0M shares - increase of 5.4M shares
 JOE $27.90 +0.38 +1.38% 431,723 83% $3.3B 92% -19% +0.9% $757.4M | 25.6M shares - increase of 860.2K shares
 LUK $22.00 +0.28 +1.29% 904,613 116% $5.1B 114% -17% -5.1% $435.2M | 18.4M shares - increase of 355.1K shares
 NOC $59.55 +1.58 +2.73% 2,720,614 129% $18.4B 76% -1% +18.9% $264.1M | 5.5M shares - decrease of 22.5K shares
 PFE $17.88 +0.04 +0.22% 70,960,099 135% $120.3B 54% -12% +9.6% $1.2B | 73.5M shares - decrease of 13.7M shares
 SHLD $90.40 +0.47 +0.52% 1,678,372 78% $10.3B 164% -15% +43.5% $1.0B | 15.3M shares - increase of 1.7M shares
 SPR $16.68 +0.18 +1.09% 3,410,216 322% $2.3B 108% -28% -3.5% $397.2M | 26.5M shares - increase of 4.3M shares
 WCG $31.63 +1.01 +3.30% 605,213 114% $1.2B 408% -19% +28.0% $190.8M | 8.4M shares - decrease of 12.3K shares
 WLP $61.45 -0.20 -0.32% 7,747,078 130% $28.2B 110% -12% +31.1% $346.2M | 6.6M shares - decrease of 2.1M shares
 WYE $50.39 0.00 0.00% 0% $67.1B 73% -0% +4.4% $197.3M | 4.2M shares - New Holding
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Discuss Fairholme Capital Management's portfolio
 
Latest Portfolio Notes & Links
 
View: Headlines   |   Message Board   |   Portfolio Notes  
 
Brand Value And Stock Value: Soft Drinks, Candy, Soap, And Soup
AXP  BA  CPB  KO  TGT  EK  XOM  F  GPS  GE  HSY  K  MCD  MOT  NYT  PEP  TIF  JNJ  SNE  SCHW  NKE  AAPL  HD  VZ  T  MSFT  HOG  CBS  DELL  SBUX  BKS  DIS  YHOO  FDX  EBAY  UPS  TM  KFT  JCP  GOOG  SHLD  V  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - February 09, 05:02AM from (247wallst.com)
Large consumer companies spend a great deal of marketing money on creating, preserving, and increasing the image of their  more ...
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Can Paulson Keep His Winning Streak Alive?
MRK  BAC  PFE  KGC  C  COF  AU  GFI  GLD  ORCL  
Linked by tickerspy blog ( track newsfeed | ignore newsfeed ) - February 08, 09:43AM from (www.tickerspy.com)
John Paulson is one of the few portfolio managers to earn gains in both of the last two years, and investors will soon be  more ...
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T2 Partners Presentation: General Growth Properties , Iridium & Berkshire Hathaway (BRK.A)
BRK.A  IRDM  BRK.B  
Linked by market folly ( track newsfeed | ignore newsfeed ) - February 08, 09:01AM from (www.marketfolly.com)
Recently, Whitney Tilson and Glenn Tongue's hedge fund T2 Partners gave a presentation at the Boys and Girls Harbor Investment  more ...
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24/7 Wall St.’s Corporate Power Rankings (Week 5)
F  VZ  HPQ  T  GE  PG  MCD  DIS  ABT  GOOG  BAC  CAT  INTC  JPM  AXP  KO  JNJ  AAPL  GS  PM  CSCO  DOW  BA  FDX  IBM  PFE  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - February 08, 04:09AM from (247wallst.com)
The 24/7 Wall Street Corporate Power Rankings of the thirty-two most important companies in America are determined by earnings,  more ...
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Read this before buying Pfizer
PFE  
Linked by buehford ( track member | ignore member ) - February 06, 12:58PM from (online.wsj.com)
I was considering purchasing pfizer stock until I read this. If you think buying a company run by a liberal/leftist activist  more ...
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St. Joe Begins Laying The Groundwork
CTO  TRC  JOE  CBG  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - February 05, 12:46PM from (stocks.investopedia.com)
Florida landowner St. Joe is preparing itself for an event later this year that could unlock tremendous value for the co  more ...
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What We're Reading ~ 2/5/10
PFE  
Linked by market folly ( track newsfeed | ignore newsfeed ) - February 05, 08:50AM from (www.marketfolly.com)
Lots of hedgies added PFE, so here's the case for Pfizer (PFE) [Contrarian Edge]

Falcone makes a killing on new Harbinger fund launch [Teri Buhl]
 more ...

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Stalled Health Care Bill Leaves Drug Makers in Regulatory Limbo
BMY  LLY  PFE  JNJ  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - February 04, 11:23PM from (feeds.nytimes.com)
Without the regulatory certainty stemming from the health care bill, drug companies face unpleasant surprises like a heavier  more ...
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Buffett's Berkshire Hathaway Sells More Moody's
MCO  BRK.B  BRK.A  
Linked by market folly ( track newsfeed | ignore newsfeed ) - February 04, 08:08PM from (www.marketfolly.com)
In a SEC Form 4 filed just now, Warren Buffett's Berkshire Hathaway (BRK.A / BRK.B) has disclosed that they sold 6,201 shares  more ...
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Spirit AeroSystems Loses Altitude
BA  SPR  
Linked by Forbes ( track newsfeed | ignore newsfeed ) - February 04, 05:14PM from (www.forbes.com)
Investors flee the aircraft component manufacturer after its Q4 earnings fall short of expectations.  more ...
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QIAGEN Unit And Pfizer Enter Into An Agreement To Develop A Companion Diagnostic For Brain Tumor Patients
PFE  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - February 04, 04:00PM from (www.businesswire.com)
Pfizer Inc. (NYSE: PFE) and DxS (a wholly owned subsidiary of QIAGEN N.V.) (NASDAQ: QGEN; Frankfurt, Prime Standard: QIA)  more ...
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Amerco Soars After Posting Surprise Profit in Q3
UHAL  CAR  DTG  HTZ  
Linked by tickerspy blog ( track newsfeed | ignore newsfeed ) - February 04, 12:02PM from (www.tickerspy.com)
U-Haul parent Amerco (UHAL) is surging higher today after reporting a profit in its fiscal third quarter.


 more ...

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Safer Than Sovereign Debt… Buffett & Bekshire Hathaway Raising $8 Billion
JPM  WFC  BNI  BRK.B  BRK.A  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - February 04, 10:40AM from (247wallst.com)
Berkshire Hathaway Inc. (NYSE: BRK-A) (NYSE: BRK-B) is about to price a very large debt offering. With as many European  more ...
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Pfizer Feeling Frisky
FRX  LLY  PFE  GSK  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - February 04, 10:34AM from (stocks.investopedia.com)
Investors are worried about Lipitor's patent running out, but Pfizer has many other ways to give your portfolio a rise.  more ...
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Where's The Sunshine For Unemployables?
LLY  MRK  BAC  WFC  PFE  AAPL  C  HANS  GS  GMCR  MET  GOOG  
Linked by Forbes ( track newsfeed | ignore newsfeed ) - February 04, 10:14AM from (www.forbes.com)
A rise in structural unemployment, coupled with the urge to pay down debt, is not encouraging, but I'm still inclined to  more ...
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Before the Bell: Stocks to Struggle at the Open
PFE  UL  CSCO  BKC  V  
Linked by BloggingStocks ( track newsfeed | ignore newsfeed ) - February 04, 08:25AM from (www.bloggingstocks.com)
U.S. stock futures were lower Thursday following declines in overseas markets as worries about Europe's sovereign debts resumed.  more ...
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Northrop Grumman Reports Fourth Quarter and 2009 Financial Results
NOC  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - February 04, 08:00AM

LOS ANGELES, Feb. 4 /PRNewswire-FirstCall/ -- Northrop  more ...
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