Bruce Berkowitz Stock Picks

Bruce Berkowitz is the fund manager of Fairholme Capital Management LLC. Current Stock Portfolio as of Sept 30, submitted Nov 13, 2009

AMERICREDIT CORP (ACF)
June 30: 32,307,322 shares (value: $437 million)
Sept 30: 32,307,322 shares (value: $510 million)

BERKSHIRE HATHAWAY INC (BRK-A, increased)
June 30: 847 shares (value: $76 million)
Sept 30: 2214 shares (value: $223 million, lowest possible buy price: $85,600)

BERKSHIRE HATHAWAY INC (BRK-B, increased)
June 30: 25,707 shares (value: $74 million)
Sept 30: 173,129 shares (value: $575 million, lowest possible buy price $2745)

FOREST LABS INC (FRX, reduced)
June 30: 18,147,244 shares (value $455 million)
Sept 30: 14,915,414 shares (value: $439 million)

HERTZ GLOBAL HOLDINGS INC (HTZ, reduced)
June 30: 58,817,361 shares (value: $469 million)
Sept 30: 58,630,603 shares (value: $634 million)

HUMANA INC (HUM, increased)
June 30: 9,537,400 shares (value: $307 million)
Sept 30: 14,962,600 shares (value: $558 million, lowest possible buy price: $28.28)

LEUCADIA NATL CORP (LUK, increased)
June 30: 18,008,803 shares (value: $379 million)
Sept 30: 18,363,872 shares (value: $453 million, lowest possible buy price $18.25)

NORTHROP GRUMMAN CORP  (NOC, reduced)
June 30: 5,566,986 shars (value: $254 million)
Sept 30: 5,544,441 shares (value: $286 million)

PFIZER INC (PFE, reduced)
June 30: 87,182,848 shares (value: $1.3 billion)
Sept 30: 73,469,780 shares (value: $1.2 billion)

SEARS HLDGS CORP (SHLD, increased)
June 30: 13,576,439 shares (value: $903 million)
Sept 30: 15,277,039 shares (value: $997 million, lowest possible buy price $61.19)

SPIRIT AEROSYSTEMS HLDGS INC (SPR)
June 30: 22,155,838 shares (value: $304 million)
Sept 30: 26,502,871 shares (value: $478 million, lowest possible buy price $12.33)

ST JOE CO (JOE)
June 30: 24,751,543 shares (value: $655 million)
Sept 30: 25,611,755 shares (value: $745 million, lowest possible buy price: $22.64)

WELLCARE HEALTH PLANS INC (WCG)
Sept 30: 8,387,474 (value: $206 million)

WELLPOINT INC COM (WLP, reduced)
June 30: 8,710,710 shares (value: $443 million)
Sept 30: 6,644,504 shares (value: $314 million)

WYETH COM (WYE, new position)
Sept 30: 4,187,900 shares (value: $203 million)