Fairholme Capital Management

Fairholme Capital Management as of March 31, 2001

Portfolio Holdings for Fairholme Capital Management

Fairholme Capital Management holds 82 positions in its portfolio as reported in the March 2001 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Household International 31.6 $192M 3.2M 59.24
Berkshire Hathaway (BRK.A) 23.9 $145M 2.2k 65450.16
Berkshire Hathaway Inc. Class B 13.7 $83M 38k 2176.00
Mercury General Corporation (MCY) 8.7 $53M 1.6M 32.50
Markel Corporation (MKL) 5.2 $32M 169k 187.00
Leucadia National 3.2 $20M 609k 32.17
USG Corporation 2.4 $15M 968k 15.28
Wells Fargo & Company (WFC) 1.2 $7.1M 144k 49.47
Ethan Allen Interiors (ETD) 1.0 $6.0M 179k 33.78
Alleghany Corporation 1.0 $6.1M 31k 200.02
White Mountains Insurance Gp (WTM) 0.8 $5.2M 16k 328.48
Rli (RLI) 0.6 $3.8M 92k 40.84
Wesco Financial Corporation 0.5 $3.0M 9.7k 307.04
American Express Company (AXP) 0.4 $2.2M 55k 41.29
Federal Home Loan Mortgage (FMCC) 0.3 $2.1M 33k 64.82
Merck & Co 0.3 $2.1M 27k 75.89
Homefed Corporation 0.3 $2.1M 2.4M 0.86
Usa Education 0.3 $2.0M 27k 72.65
Amer (UHAL) 0.3 $1.9M 89k 21.25
International Speedway Corporation 0.3 $1.6M 44k 37.07
Morgan Stanley (MS) 0.2 $1.5M 27k 53.50
M&T Bank Corporation (MTB) 0.2 $1.4M 20k 69.90
Jefferies 0.2 $1.4M 49k 28.84
Davis Ny Venture Fd Cl A (NYVTX) 0.2 $1.2M 47k 25.81
First Union Real Estate Equity 0.2 $1.1M 430k 2.57
Alliance Capital Mgmt Hold 0.2 $1.0M 25k 41.19
Intel Corporation (INTC) 0.1 $843k 32k 26.30
Cedar Fair 0.1 $875k 39k 22.21
Citi 0.1 $674k 15k 45.01
Aegis Rlty 0.1 $686k 64k 10.69
American Capital Strategies 0.1 $636k 25k 25.44
Micron Technology (MU) 0.1 $623k 15k 41.53
PMC Commercial Trust 0.1 $604k 46k 13.10
Vornado Realty Trust (VNO) 0.1 $563k 16k 35.86
Jz Equity Partners Ord 0.1 $547k 240k 2.28
Pfizer (PFE) 0.1 $482k 12k 40.93
Varco International 0.1 $514k 27k 19.04
Imperial Pkg Corp 0.1 $473k 21k 23.12
Coca-Cola Company (KO) 0.1 $414k 9.2k 45.12
Student Loan (STU) 0.1 $398k 5.7k 69.82
Ust Inc Com Stk 0.1 $451k 15k 30.07
Boulder Total Return Fund 0.1 $357k 25k 14.28
Barrick Gold Corp (GOLD) 0.1 $282k 20k 14.31
Techne Corporation 0.1 $300k 12k 26.09
Hrpt Properties Trust 0.1 $290k 35k 8.29
Plains All American Pipeline (PAA) 0.1 $290k 13k 22.31
Glenborough Rlty Tr 0.1 $317k 18k 17.42
Rfs Hotel Invs 0.1 $311k 22k 14.47
Waste Management (WM) 0.0 $247k 10k 24.70
Golden West Financial Corp 0.0 $268k 4.1k 65.00
Washington Post Company 0.0 $251k 434.00 578.34
Philip Morris Cos. 0.0 $214k 4.5k 47.56
Astoria Financial Corporation 0.0 $265k 5.0k 53.34
Topps 0.0 $253k 25k 10.12
Kulicke and Soffa Industries (KLIC) 0.0 $271k 20k 13.55
Tanger Factory Outlet Centers (SKT) 0.0 $231k 11k 20.62
Gyrodyne Company of America 0.0 $269k 16k 16.78
Wellsford Real Pptys 0.0 $238k 15k 16.34
Household Cap Tr p 0.0 $239k 8.8k 27.16
Franchise Fin Corp 0.0 $229k 9.2k 24.89
American Electric Power Company (AEP) 0.0 $211k 4.5k 46.89
R G S Energy Group 0.0 $207k 5.6k 36.96
National Info Consort 0.0 $175k 51k 3.47
Pmc Cap 0.0 $155k 18k 8.61
Steak N Shake Co Com Stk 0.0 $129k 15k 8.60
Coast Savings Litigation Rts 0.0 $147k 157k 0.94
Urecoats Industries 0.0 $114k 300k 0.38
BlackRock Income Trust 0.0 $94k 13k 7.09
Fremont General Corp 0.0 $52k 13k 3.88
Systemax 0.0 $62k 38k 1.65
R.G. Barry 0.0 $41k 17k 2.48
Network Computing Devices Incorporated 0.0 $82k 10k 8.20
Meritor Svgs Bk Pa 0.0 $65k 44k 1.49
ImmuCell Corporation (ICCC) 0.0 $47k 19k 2.50
Templeton Global Income Fund 0.0 $77k 12k 6.36
California Fed Bk Fsb Los Angl cont litig rec 0.0 $24k 12k 2.00
Aht Corporation 0.0 $0 75k 0.00
Network Computing Devices Incorporated 0.0 $8.0k 50k 0.16
Allstar Inns 0.0 $0 18k 0.00
Hvide Marine Inc Cl A 0.0 $0 10k 0.00
New Anaconda 0.0 $6.8k 75k 0.09
Progressive Svgs Bk Ca 0.0 $0 48k 0.00