Fairholme Capital discloses updated portfolio positions in 13F filing: New position in DNOW, MRC, CNQ, C, SRG; increased stake in NOV
Highlights from 2015 Q3 filing as compared to 2015 Q2 filing:
- New positions in: DNOW (~6.8 mln shares), MRC (~5.3 mln), CNQ (~9.7 mln), C (~3 mln), SRG (~3.4 mln)
- Increased positions in: NOV (to ~1.7 mln shares from ~1.1 mln shares)