2008 Q2 Portfolio Holdings: Bruce Berkowitz, Bob Rodriguez & Mohnish Pabrai
In their 13F-HR filing for Q2 2008, Bruce Berkowitz and his cohorts at the Fairholme Fund continue their shift from energy into healthcare:
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More 2008 Q1 13F-HR Filings: Berkowitz, Pabrai, Bob Rodriguez
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 [...]
Bloodbath in the Resource Sector
Looks like last week’s selloff finally caught up to us. Some really notable names off hard:
NOV off ~6 pointsPBR off ~8 pointsPCU off 9+ pointsABX off 3+ pointsAUY off 1+ pointBHP off 3+ pointsCNQ off ~6 pointsFCX off 10+ points
In my portfolio, AEM, TCK, PWE, hell pretty much everything in there is throwing up [...]
