Berkowitz Files 13-HR: Adds More Sears Holdings

Berkowitz has been busy buying in his Fairhome Fund (FAIRVX)

Added:
American Express (AXP), 10 million shares
Sears Holdings (SHLD), 2 million shares
St. Joe (JOE), 7 million shares

Reduced (number shares sold):
Canadian Natural Resources, (CNQ) 9 million shares
United Health (UNH), 5 million shares

Sold Out:
Bekshire Hathaway “B” shares (BRK.B)
Mueller Water Procuts (MWA)

Fairholme Q1

Disclosure (“none” means no position):