Fairholme Capital, led by Bruce Berkowitz, runs a pretty focused portfolio and I found their most recent filing very interesting:
Berkowitz’s two largest new positions were big stakes in Boeing (BA) and Northrop Grumman (NOC), the win-win US tanker contract trade, if you will. I have both on my watchlist and keep in mind that Berkowitz [...]
In their 13F-HR filing for Q2 2008, Bruce Berkowitz and his cohorts at the Fairholme Fund continue their shift from energy into healthcare:
Professional money managers have filed their 13F filings for Q2 2008. I will examine them over the weekend and publish my comments next week but submit the spreadsheet links below for readers.
Also, if you have a strong case for other managers I should include, send me an email or post in the comments below. [...]
Bruce Berkowitz and his team at Fairholme have been keeping busy with several new additions. Quick thoughts:
I am not sure if my scripts are handling the options correctly but since the options have the same CUSPID as the underlying stock, it is hard to tell which options the manager(s) are holding. Berkowitz has [...]
