Fairholme Capital Management Holdings in 2nd Quarter: 13F Alert

Quote: Top Positions by Market ValueCompany NameTickerMarket ValueCurrentChange(USD $)PositionIn Position American International Group AIG US3,024,783,638103,164,51758,966,502 Sears Holdings CorpSHLD US1,170,235,77916,380,68066,707 Citigroup IncC US1,098,792,07326,387,898543,638 Bank of America CorpBAC US1,092,139,39599,647,7556,999,040 Brookfield Asset Manage-Cl A BAM US904,529,31527,269,500-230,500 CIT Group IncCIT US859,207,38619,412,729-449,700 Goldman Sachs Group IncGS US798,852,6286,002,349-699,951 Regions Financial CorpRF US768,109,549123,888,637-146,667 Berkshire Hathaway Inc-Cl BBRK/B US729,634,3909,428,0191,563,769 Leucadia National CorpLUK US638,198,75518,715,506-115,375Top New Buys by Market ValueCompany NameTickerMarket ValueCurrentChange(USD $)PositionIn Position Jefferies Group IncJEF US84,123,7044,123,7114,123,711 Assured Guaranty LtdAGO US23,675,5961,451,6001,451,600 Vodafone Group Plc-Sp ADRVOD US7,481,600280,000280,000Top Sell Outs by Market ValueCompany NameTickerMV ChangeCurrentChange(USD $)PositionIn Position Cisco Systems IncCSCO US-614,288,9900-35,818,600 Spirit Aerosystems Hold-Cl A SPR US-281,083,9330-10,949,900 Verizon Communications IncVZ US-20,915,6580-542,700 Telefonica SA-Spon ADRTEF US-20,617,3500-817,500 AT&T IncT US-19,673,0470-642,700Top Position Increases by Market ValueCompany NameTickerMV ChangeCurrentChange(USD $)PositionIn Position American International Group AIG US1,471,665,391103,164,51758,966,502 Berkshire Hathaway Inc-Cl BBRK/B US71,947,1629,428,0191,563,769 MBIA IncMBI US-7,216,73046,832,2705,578,370 Citigroup IncC US-43,524,21926,387,898543,638 Bank of America CorpBAC US-142,867,97699,647,7556,999,040Top Position Decreases By Market ValueCompany NameTickerMV ChangeCurrentChange(USD $)PositionIn Position Morgan StanleyMS US-787,202,56911,964,700-26,926,600 Goldman Sachs Group IncGS US-264,132,1526,002,349-699,951 RSC Holdings IncRRR US-169,322,28690,000-11,759,700 Regions Financial CorpRF US-132,386,758123,888,63...
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