Holdings
| JOE ST JOE CO | $1.46B | 84.6% | 24,616,590 | −470,900 | −1.9% | Reduced |
| CMC COMMERCIAL METALS CO | $86.3M | 5.0% | 2,074,400 | +302,900 | +17.1% | Added |
| EPD ENTERPRISE PRODUCTS PARTNERS | $83.2M | 4.8% | 3,224,800 | +1,108,900 | +52.4% | Added |
| INTC INTEL CORP | $29.2M | 1.7% | 588,400 | +61,000 | +11.6% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $17.3M | 1.0% | 49,155 | — | — | Held |
| KMI KINDER MORGAN INC | $15.1M | 0.9% | 798,100 | −252,500 | −24.0% | Reduced |
| ORI OLD REPUBLIC INTL CORP | $9.6M | 0.6% | 371,100 | −5,000 | −1.3% | Reduced |
| ET ENERGY TRANSFER LP | $9.4M | 0.5% | 844,200 | −663,500 | −44.0% | Reduced |
| C CITIGROUP INC | $7.8M | 0.5% | 146,200 | +126,200 | +631.0% | Added |
| WBA* WALGREENS BOOTS ALLIANCE INC | $3.1M | 0.2% | 69,000 | +45,000 | +187.5% | Added |
| SF9 SANDERSON FARMS INC | $1.3M | 0.1% | 7,000 | +7,000 | — | New |
| BABA ALIBABA GROUP HOLDING-SP ADR | $891K | 0.1% | 8,190 | — | — | Held |
| AAPL APPLE INC | $744K | 0.0% | 4,260 | −9,800 | −69.7% | Reduced |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $529K | 0.0% | 1 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ENB ENBRIDGE INC | 288,400 | $11.3M |
| WMB WILLIAMS COS INC | 263,000 | $6.8M |
| LYB LYONDELLBASELL INDU-CL A | 40,500 | $3.7M |
| WES WESTERN MIDSTREAM PARTNERS L | 98,800 | $2.2M |
| DOW DOW INC | 31,700 | $1.8M |
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.