13F from Berkowitz's Fairholme Shows New Positions in VOD, JEF, AGO, Liquidated Positions in CSCO, STD, Reduced Stakes in GS, MS, RF

August 15, 2011 4:34 PM EDT Send to a Friend
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The 13F filing for Bruce Berkowitz's Fairholme Capital shows new stakes in Vodofone (NYSE: VOD), Jefferies (NYSE: JEF) and Assured Guaranty (NYSE: AGO). The fund sold out of positions in Cisco (Nasdaq: CSCO)and Banco Santander (NYSE: STD).

Fairholme also reduced stakes in Goldman (NYSE: GS), Morgan Stanley (NYSE: MS), Regions (NYSE: RF) and CIT Group (NYSE: CIT).


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Morgan Stanley, Jefferies & Co, Fairholme Capital Management, Bruce Berkowitz

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