A rising tide floats all boats.
Symbol Company Shares Allocation (%)
AIG American International Group Inc. 69,810,314 38.33
BAC Bank of America Corporation 98,432,215 15.22
SHLD Sears Holdings Corporation 24,672,823 9.92
JOE St Joe Co. 24,836,898 6.35
FNMAS Federal National Mortgage Association FNMA Fannie Mae 59,023,319 6.14
FMCKJ Freddie Mac 39,901,900 4.38
LUK Leucadia National Corporation 15,715,357 4.14
FNMFN FANNIE MAE VRNCP-O 6,339,843 1.18
LE Lands' End Inc. 3,362,757 1.14
FNMA Fannie Mae 20,645,300 0.81
FMCC Freddie Mac 19,110,900 0.74
FMCKM Federal Home Loan Mortgage Corp Freddie Mac 5,799,175 0.55
FMCKI Freddie Mac 4,196,108 0.39
BRKB Berkshire Hathaway inc. 288,625 0.37
FNMAH Federal National Mortgage Association FNMA Fannie Mae 3,672,127 0.32
FMCCM Freddie Mac 1,699,250 0.29
FMCCH Freddie Mac 1,339,572 0.24
FMCCI Freddie Mac 1,377,829 0.23
GNW Genworth Financial Inc. 1,071,500 0.19
FNMAI Fannie Mae 1,580,000 0.14
FNMAJ Fannie Mae 1,500,000 0.14
FMCCL Freddie Mac 546,542 0.09
WFC Wells Fargo & Co. 149,600 0.08
FMCKO Federal Home Loan Mortgage Corp Freddie Mac 517,900 0.05
FNMAO Fannie Mae 269,500 0.05
FMCKN Freddie Mac 447,940 0.04
FMCKK Freddie Mac 203,000 0.04
FMCCO Freddie Mac 157,500 0.03
RAI Reynolds American Inc. 44,300 0.03
MO Altria Group Inc. 62,000 0.03
C Citigroup Inc. 54,560 0.03
RIG Transocean Ltd. 56,500 0.03
MCY Mercury General Corporation 53,600 0.03
KKR KKR & Co. L.P. 101,500 0.02
DO Diamond Offshore Drilling Inc. 49,000 0.02
T AT&T Inc. 68,500 0.02
OAK Oaktree Capital Group LLC 48,000 0.02
VOD Vodafone Group plc 71,000 0.02
LNC Lincoln National Corporation 44,400 0.02
HIG Hartford Financial Services Group Inc. 52,000 0.02
FMCCS Freddie Mac 60,900 0.01
FMCCP Freddie Mac 45,000 0.01
BRKA Berkshire Hathaway Inc. 3 0.01
FMCKL Freddie Mac 45,500 0.00
FMCCK Freddie Mac 9,400 0.00
FMCCT Freddie Mac 9,200 0.00
FMCKP Freddie Mac 8,400 0.00
FNMAG Fannie Mae 4,400 0.00

Disclaimer: Performance data not available for professional investor profiles. Holdings reflect SEC filing information for FAIRHOLME CAPITAL MANAGEMENT LLC. All data on this profile as of 6/30/2014.