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Changes in Fairholme's portfolio???

dryflower
in Fund Discussions
FAIRX was down only .19% today -- a day in which AIG was down .76%. This result does not seem to be consistent with its most recently published portfolio, and implies to me that there have been significant changes made.

Comments

  • JohnChisum
    Both SHLD and JOE had very good days.
  • rjb112
    1. Fannie Mae up 4.36%
    2. Sears up 1.02%
    3. St. Joe up .95%
  • rjb112
    Freddie Mac up 2.33%
  • dryflower
    Just got out my calculator and did a quick, rough estimate of FAIRX's expected performance today. Came up with (0.22%). Easily consistent with the actual performance of (.19%)

    Looks like there is no reason to believe there have been any major changes to the portfolio. Sorry everyone.

  • JohnChisum
    No need to apologize. It's interesting to watch funds like these that are concentrated or focused on a few stocks.
  • rjb112
    Always nice to keep up with FAIRX
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