Bruce Berkowitz Sold out of MS and GS

Bruce Berkowitz stock holdings chart 2011

A reader just sent me an excel sheet of Fairholme’s latest holdings compared to last Q. I would suggest checking out an articles, which I posted about Bruce Berkowitz on this topic, Bruce Berkowitz: From Free Cash Flow To Distressed Financials Investor (sept 2011), and Bruce Berkowitz: Where Is The Free Cash Flow? (Aug 2010).  I think the latest fillings confirm what I have been saying for the past year.


Bruce Berkowitz stock holdings chart 2011

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1 Comment on "Bruce Berkowitz Sold out of MS and GS"

  1. sure he is having to choose between what he likes and what he likes more.
    but is that a bad thing for investors who stay on?
    may be bad for his fees.

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