2009 Q3 Moves of Bruce Berkowitz, Mohnish Pabrai and Robert Rodriguez - davybui

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2009 Q3 Moves of Bruce Berkowitz, Mohnish Pabrai and Robert Rodriguez
Nov 18, 2009 04:52 AM UTC

davybui

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CAH	n/a

Via The Enlightened American:

Unlike some of the managers I reviewed yesterday, Bruce Berkowitz and his cohorts at the Fairholme Capital have been buying. A scan of their Q3 2009 holdings spreadsheet suggests they favor healthcare companies and Berkshire Hathaway (BRK-A, BRK-B).

Fairholme opened two new positions, both in the healthcare industry: Wyeth (WYE) and Cardinal Health (CAH). However, Berkowitz [...]

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