Fairholme Capital Management as of March 31, 2003
Portfolio Holdings for Fairholme Capital Management
Fairholme Capital Management holds 48 positions in its portfolio as reported in the March 2003 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 24.9 | $127M | 2.0k | 63800.20 | |
| Berkshire Hathaway Inc. Class B | 14.2 | $73M | 34k | 2137.01 | |
| Leucadia National | 13.8 | $71M | 2.0M | 35.74 | |
| Markel Corporation (MKL) | 10.2 | $52M | 234k | 223.70 | |
| Mercury General Corporation (MCY) | 8.4 | $43M | 1.1M | 37.95 | |
| Communica- Tions | 5.6 | $29M | 2.3M | 12.60 | |
| White Mountains Insurance Gp (WTM) | 5.0 | $26M | 75k | 340.00 | |
| Safety Insurance (SAFT) | 3.2 | $16M | 1.2M | 13.03 | |
| Household International | 3.1 | $16M | 564k | 28.28 | |
| Gladstone Capital Corporation (GLAD) | 2.0 | $10M | 643k | 16.18 | |
| Alleghany Corporation | 1.8 | $9.1M | 56k | 163.76 | |
| Ethan Allen Interiors (ETD) | 1.3 | $6.6M | 225k | 29.43 | |
| Wells Fargo & Company (WFC) | 1.2 | $6.1M | 135k | 44.99 | |
| White Mountains Insurance Gp (WTM) | 1.1 | $5.4M | 16k | 340.00 | |
| Jz Equity Partners Plc Ord | 0.9 | $4.8M | 3.2M | 1.50 | |
| Homefed Corporation | 0.8 | $3.8M | 2.8M | 1.36 | |
| USG Corporation | 0.3 | $1.7M | 404k | 4.16 | |
| Coca-Cola Company (KO) | 0.3 | $1.6M | 40k | 40.47 | |
| Merck & Co | 0.2 | $1.2M | 22k | 54.79 | |
| Federal Home Loan Mortgage (FMCC) | 0.2 | $850k | 16k | 53.12 | |
| Household Cap Tr p | 0.2 | $798k | 29k | 27.71 | |
| Citigroup Inc Litigation Wt Ex wt | 0.1 | $708k | 745k | 0.95 | |
| First Union Real Estate Equity | 0.1 | $689k | 410k | 1.68 | |
| Wesco Financial Corporation | 0.1 | $507k | 1.7k | 297.88 | |
| Citi | 0.1 | $485k | 14k | 34.48 | |
| Gateway | 0.1 | $425k | 180k | 2.36 | |
| American Express Company (AXP) | 0.1 | $349k | 11k | 33.23 | |
| Intel Corporation (INTC) | 0.1 | $343k | 21k | 16.28 | |
| Morgan Stanley (MS) | 0.1 | $330k | 8.6k | 38.33 | |
| Golden West Financial Corp | 0.1 | $297k | 4.1k | 71.98 | |
| Amer (UHAL) | 0.1 | $287k | 71k | 4.04 | |
| Pfizer (PFE) | 0.1 | $257k | 8.3k | 31.15 | |
| Dover Motorsports | 0.0 | $186k | 59k | 3.17 | |
| Gyrodyne Company of America | 0.0 | $203k | 12k | 16.88 | |
| Micron Technology (MU) | 0.0 | $163k | 20k | 8.15 | |
| Wellsford Real Pptys | 0.0 | $177k | 12k | 14.54 | |
| Nic | 0.0 | $88k | 51k | 1.74 | |
| Meritor Svgs Bk Pa | 0.0 | $113k | 44k | 2.59 | |
| Lucent Technologies | 0.0 | $29k | 20k | 1.45 | |
| Elan Corporation | 0.0 | $28k | 10k | 2.80 | |
| Systemax | 0.0 | $75k | 38k | 2.00 | |
| Aht Corporation | 0.0 | $0 | 75k | 0.00 | |
| Citibank West Fsb-sc | 0.0 | $12k | 12k | 1.00 | |
| Allstar Inns | 0.0 | $0 | 18k | 0.00 | |
| Hvide Marine Inc Cl A | 0.0 | $0 | 10k | 0.00 | |
| Tokheim Corp Ser C Wt Exp 1020 wt | 0.0 | $0 | 60k | 0.00 | |
| Genius Products | 0.0 | $8.0k | 10k | 0.80 | |
| Coast Savings Litigation Rts | 0.0 | $7.8k | 156k | 0.05 |
