TMFJake (96.47)

What's Fairholme Been Up To Lately?

July 02, 2009 – Comments (3) | RELATED TICKERS: HTZ , SPR , JOE

As many of you know we track a variety of Wall Street Fund managers and Brokerage Firms.  For fund managers, we track their positions via their regular 13F filings.  Last night I decided to check on the details of one of my favorite fund managers, Bruce Berkowitz, of Fairholme, and thought I'd share his Q2 acativity:

Bruce Berkowitz (Founder and Manager Fairholme):

* Increased his Hertz Global Holdings Inc. (HTZ) holdings to 36.2% to 58,209,687 shares at an average price of $6.85 as on May 31, 2009.
 

* Increased his Spirit AeroSystems Holdings Inc. (SPR) holdings by 14.53% to 21,773,907 shares at an average price of $11.4 as on May 31, 2009.
 

* Decreased his United Rentals, Inc. (URI) holdings by 0.7% to 9,973,543 shares at an average price of $8.0 on April 21, 2009. 
 

* Increased his Joe Company (JOE) holdings by 19.09% to 21,979,614 shares at an average price of $24.88 on May 30, 2009.
 

* Increased his position in  TAL International Group Inc.(TAL) holdings as on April 21, 2009.  He currently holds  2,724,862 shares.

If there's an interest in having this type of info broadcast more explicitly in CAPS, through my blog or elsewhere, let me know, and I'll try to cook something up.

--jk