Holdings
| JOE ST JOE CO | $1.00B | 83.1% | 24,141,448 | −147,000 | −0.6% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $108.3M | 9.0% | 4,182,800 | +40,000 | +1.0% | Added |
| CMC COMMERCIAL METALS CO | $62.2M | 5.1% | 1,272,900 | −955,300 | −42.9% | Reduced |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $18.4M | 1.5% | 59,565 | −2,390 | −3.9% | Reduced |
| C CITIGROUP INC | $3.9M | 0.3% | 82,500 | −89,900 | −52.1% | Reduced |
| ET ENERGY TRANSFER LP | $3.4M | 0.3% | 268,700 | — | — | Held |
| INTC INTEL CORP | $3.1M | 0.3% | 94,500 | −182,800 | −65.9% | Reduced |
| WBA* WALGREENS BOOTS ALLIANCE INC | $2.6M | 0.2% | 74,000 | — | — | Held |
| WEP MAGELLAN MIDSTREAM PARTNERS | $1.6M | 0.1% | 28,600 | +28,600 | — | New |
| AAPL APPLE INC | $702K | 0.1% | 4,260 | — | — | Held |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $466K | 0.0% | 1 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ORI OLD REPUBLIC INTL CORP | 316,100 | $7.6M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 7,610 | $670K |
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.