Holdings
| JOE ST JOE CO | $518.0M | 73.9% | 27,481,780 | −415,719 | −1.5% | Reduced |
| SRG SERITAGE GROWTH PROP- A | $56.7M | 8.1% | 1,595,000 | −1,678,398 | −51.3% | Reduced |
| SHLDEUR SEARS HOLDINGS CORP | $46.7M | 6.7% | 17,499,797 | −6,584,504 | −27.3% | Reduced |
| VSTOEUR VISTA OUTDOOR INC | $45.5M | 6.5% | 2,789,700 | +2,789,700 | — | New |
| VST VISTRA CORP | $21.6M | 3.1% | 1,039,000 | +1,039,000 | — | New |
| OAK OAKTREE CAPITAL GROUP LLC | $3.3M | 0.5% | 84,000 | +84,000 | — | New |
| T AT&T INC | $2.9M | 0.4% | 80,000 | +80,000 | — | New |
| CLPR CLIPPER REALTY INC | $2.4M | 0.3% | 280,000 | +280,000 | — | New |
| SEARS HLDGS CORP | $2.0M | 0.3% | 5,578,747 | −252,221 | −4.3% | Reduced |
| LEUCADIA NATL CORP | $1.5M | 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.