Fairholme Capital 13F: Sells MBIA, Wells Fargo; Buys Sears Holdings

Fairholme Capital has filed its 13F for the first three months of 2013 with the SEC this afternoon. For those willing to read it, the full document is available at the SEC website at this link, though there's a summary of the major changes to the fund's asset holdings below. In the period, Fairholme saw its 13F portfolio change very little, coming in at $6,947,716,100 at the end of March compared to its December asset numbers of $6,998,113,793.

Fairholme Capital Top 10 Holdings

The first three months of 2013 were an inactive period at Fairholme Capital. The company bought into no new positions...