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Post# of 795732
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Potty

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Alias Born 08/18/2016

Potty

Re: None

Wednesday, 08/12/2020 2:51:29 PM

Wednesday, August 12, 2020 2:51:29 PM

Post# of 795732
Berkowitz Fairholme Fund

45% St Joe Company

15% FnF (prefs)

33% cash

Now why pay the management fees? You can model this portfolio pretty easily yourself - IF you want the St Joe company

A strange path Berkowitz has taken -- he might make money with his cash in a correction. But who is to say he won't just buy more St. Joe? lol

Other of his funds own ALSO some OXY and WES, then Imperial Metals which I do not know...
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