Holdings
| JOE ST JOE CO | $1.31B | 86.4% | 22,513,148 | −166,000 | −0.7% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $158.6M | 10.5% | 5,436,600 | +228,200 | +4.4% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $20.6M | 1.4% | 48,958 | −74,000 | −60.2% | Reduced |
| OZK BANK OZK | $14.8M | 1.0% | 324,500 | +273,300 | +533.8% | Added |
| WRB WR BERKLEY CORP | $11.2M | 0.7% | 126,600 | — | — | Held |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $634K | 0.0% | 1 | — | — | Held |
| AAPL APPLE INC | $412K | 0.0% | 2,400 | — | — | 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.