Holdings
| JOE ST JOE CO | $416.0M | 40.3% | 24,401,157 | −28,100 | −0.1% | Reduced |
| SHLDEUR SEARS HOLDINGS CORP | $332.2M | 32.1% | 28,915,448 | +1,199,100 | +4.3% | Added |
| SRG SERITAGE GROWTH PROP- A | $158.2M | 15.3% | 3,666,950 | +233,200 | +6.8% | Added |
| LE LANDS' END INC | $70.3M | 6.8% | 3,277,427 | −67,300 | −2.0% | Reduced |
| SRSCQ SEARS CANADA INC | $28.1M | 2.7% | 20,777,978 | +444,203 | +2.2% | Added |
| SEARS HLDGS CORP | $20.8M | 2.0% | 6,699,984 | −18,584 | −0.3% | Reduced |
| SHOSUSD SEARS HOMETOWN AND OUTLET ST | $3.0M | 0.3% | 776,850 | — | — | Held |
| WPG2EUR WASHINGTON PRIME GROUP INC | $3.0M | 0.3% | 340,500 | +340,500 | — | New |
| LEUCADIA NATL CORP | $1.7M | 0.2% | 66,000 | — | — | Held |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.