Where Is Bruce Berkowitz Looking for Winners in 2009
By George on Tue, 2009-02-03 10:45
(via biz.yahoo.com)
This short article updates readers on the latest moves by Bruce Berkowitz's Fairholme Fund. I didn't realize Leucadia has been removed from the fund's holdings until reading this article.
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Actually the article misstates. The just-released annual report lists LUK as a 3.38% position; the Fairholme Fund has also initiated direct investments in two of Leucadia's largest investees, Fortescue Metals and AmeriCredit.
Thanks for pointing out that error in the article. I should have trusted my gut when it felt unusual for Berkowitz to have sold his LUK position. I just looked at Fairholme Fund's latest SEC filing and it indicates the fund still holds LUK. I guess I need to vote down my own submission now.