Value Investing News

Fairholme's Q3 portfolio has been filed. New or increased positions include WYE, CAH, BRK.B, HUM, SPR, BRK.A, SHLD, JOE, LUK, RRR, and WTM.

Fairholme's Q2 portfolio has been filed. New or increased positions include RRR, JOE, HTZ, HUM, SPR, BRKa, WCG, GD, TAL, HBC, and WTM.

Fairholme Fund's Bruce Berkowitz latest holdings.

Welcome to the September 2, 2008 edition of the Investing Carnival supported by the members of The Dividend and Value Investing Network - The Div-Net. This is the tenth edition of the Festival.

I just read through the third quarter shareholder letter from Marty Whitman at the Third Avenue Value Fund. Some tidbits from the letter:

My posts the next few weeks will focus on what I consider to be attractive names in the Financial Sector.

In response to yesterday's Bridge Street Journal about various financial companies taking big hits due to not heeding the investing advice found in the scriptures, George asked which financials appropriately prepared for the current lending problems.  He noted that it appears that Goldman Sac

Here is GuruFocus' actual tracking page for Tom Gayner of Markel (MKL) . You can see all of his positions as tracked by GuruFocus. His largest positions include Fairfax Financial (FFH), CarMax (KMX) , and Berkshire.