Holdings
| JOE ST JOE CO | $948.7M | 78.1% | 20,206,867 | −410,600 | −2.0% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $186.1M | 15.3% | 5,450,400 | +1,500 | +0.0% | Added |
| OZK BANK OZK | $27.4M | 2.3% | 631,602 | −11,800 | −1.8% | Reduced |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $25.9M | 2.1% | 48,717 | — | — | Held |
| WRB WR BERKLEY CORP | $18.6M | 1.5% | 261,450 | — | — | Held |
| ET ENERGY TRANSFER LP | $3.1M | 0.3% | 166,600 | −686,300 | −80.5% | Reduced |
| OXY OCCIDENTAL PETROLEUM CORP | $2.7M | 0.2% | 54,300 | +45,300 | +503.3% | Added |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $798K | 0.1% | 1 | — | — | Held |
| FANG DIAMONDBACK ENERGY INC | $640K | 0.1% | 4,000 | +4,000 | — | New |
| AAPL APPLE INC | $533K | 0.0% | 2,400 | — | — | Held |
| CNR CORE NATURAL RESOURCES INC | $386K | 0.0% | 5,000 | +5,000 | — | New |
| EOG EOG RESOURCES INC | $256K | 0.0% | 2,000 | — | — | 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.