Holdings
| JOE ST JOE CO | $444.9M | 87.2% | 26,514,269 | +196,352 | +0.7% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $44.6M | 8.7% | 243,820 | +227,525 | +1396.3% | Added |
| KHC KRAFT HEINZ CO | $11.0M | 2.2% | 444,500 | +444,500 | — | New |
| OXY OCCIDENTAL PETROLEUM CORP | $5.0M | 1.0% | 429,490 | +429,490 | — | New |
| SPG SIMON PROPERTY GROUP INC | $2.7M | 0.5% | 49,000 | +49,000 | — | New |
| WES WESTERN MIDSTREAM PARTNERS L | $940K | 0.2% | 290,000 | +290,000 | — | New |
| VSTOEUR VISTA OUTDOOR INC | $928K | 0.2% | 105,510 | −152,790 | −59.2% | Reduced |
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.