Largest holding: AIG
Percentage of portfolio: 37.2 (as of 8/31/12)
In 2011, AIG, which lost 52 percent, dragged Fairholme down with it. By contrast, the company’s stellar returns in 2012 helped push Fairholme to the top of the charts.
Read more about FAIRX.
Blue Chip Investor (BCIFX)