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2015-04-30

  • drcorvo commented on David Goodloe's article 04-30 16:17
    Fairholme Fund Sells More Than One-Third of Stake in AIG
    Four years ago, Bruce Berkowitz (Trades, Portfolio)’s Fairholme Fund (Trades, Portfolio) held nearly 95 million shares of American International...
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    drcorvo 04-30 17:17
    • Vera,

      Thanks very much for this response.  I now understand where these numbers came from.  It is a big move by the biggest shareholder, so I very much appreciate seeing how you came to your numbers.

      To be clear it's 48,182,799 shares -18,502,400 shares = 29,680,399 shares .  Right?

      Thanks again 
  • drcorvo commented on David Goodloe's article 04-30 11:00
    Fairholme Fund Sells More Than One-Third of Stake in AIG
    Four years ago, Bruce Berkowitz (Trades, Portfolio)’s Fairholme Fund (Trades, Portfolio) held nearly 95 million shares of American International...
    View all 6 comments
    drcorvo 04-30 12:00
    • Could you telll me where this information came from other than being reported here on gurufocus.  I do not see it on the SEC website.  Above, in your response to Jonmonsea you stated that "the portfolio is as of 2015-2-28, you can find on SEC."  Could you provide that link because this page which comes up on Edgar under "all company filings" for Fairholme Capital Management has a 13F on 2015-2-17 reporting 51,283,896 shares and the only more recent document is aSC 13D/A from 2015-02-27 that pertains to Sears Holding Corp.  

      Furthermore, the link you provided in response to me (http://www.gurufocus.com/StockBuy.php?GuruName=Fairholme+Fund) has an earlier listing for Fairholme Fund (Trades, Portfolio)'s  AIG holding of 48,182,799 shares as of 2014-11-30.  This also differs from the later SEC filing of 2015-2-17 reporting 51,283,896.

      Could you please provide a link to some primary documentation rather than the gurufocus portfolio update because it looks like you might have incorrect data.  

      This is very important to get right.  Thank you.

2015-04-29

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