Berkowitz's Fairholme Raises Jefferies (JEF), Sears (SHLD) Stakes

May 15, 2012 5:36 PM EDT Send to a Friend
Bruce Berkowitz's Fairholme Capital released its 13F for the quarter ended March 31, 2012. Below is a summary.

New Stakes
Mercury General Corp. (NYSE: MCY) new 70,900 share position
ORCHARD SUPPLY-A (NASDAQ: OSH) new 716,322 share position

Raised Stakes
Jefferies Group, Inc. (NYSE: JEF) raised from 1,280,300 shares to 2,697,300 shares
Sears Holding Corporation (NASDAQ: SHLD) raised from 16,108,492 shares to 16,813,480 shares

Lowered Stakes
American International Group, Inc. (NYSE: AIG) lowered from 92,044,583 shares to 91,464,833 shares
Bank of America Corp. (NYSE: BAC) lowered from 104,261,795 shares to 102,838,555 shares
Berkshire Hathaway (NYSE: BRK-A) lowered from 4,022 shares to 1,573 shares
Berkshire Hathaway B (NYSE: BRK-B) lowered from 2,730,141 shares to 967,019 shares
CIT Group, Inc. (NYSE: CIT) lowered from 18,616,669 shares to 18,522,529 shares
Citigroup, Inc. (NYSE: C) lowered from 2,110,093 shares to 399,400 shares
Leucadia National Corp. (NYSE: LUK) lowered from 18,278,538 shares to 18,180,980 shares
MBIA, Inc. (NYSE: MBI) lowered from 46,531,244 shares to 46,255,370 shares
St. Joe Co. (NYSE: JOE) lowered from 26,184,846 shares to 25,715,428 shares

Liquidated Stakes
Goldman Sachs Group, Inc. (NYSE: GS) liquidated

Maintained Stakes
Assured Guaranty Ltd. (NYSE: AGO) maintained 51,700 share stake
Regions Financial Corp. (NYSE: RF) maintained 20,900 share stake
Wells Fargo & Co. (NYSE: WFC) maintained 31,400 share stake


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13Fs, Hedge Funds

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Warren Buffett, Citi, Jefferies & Co, Bank of America, Fairholme Capital Management, Bruce Berkowitz, Wells Fargo

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