Holdings
| JOE ST JOE CO | $1.21B | 79.7% | 19,210,167 | −212,300 | −1.1% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $206.4M | 13.6% | 5,455,800 | +5,400 | +0.1% | Added |
| OZK BANK OZK | $42.3M | 2.8% | 921,252 | +7,600 | +0.8% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $24.2M | 1.6% | 50,452 | +2,440 | +5.1% | Added |
| WRB WR BERKLEY CORP | $17.0M | 1.1% | 256,350 | −3,800 | −1.5% | Reduced |
| PGR PROGRESSIVE CORP | $13.2M | 0.9% | 66,400 | +40,800 | +159.4% | Added |
| KHC KRAFT HEINZ CO | $2.4M | 0.2% | 105,300 | +105,300 | — | New |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $1.4M | 0.1% | 2 | +1 | +100.0% | Added |
| AAPL APPLE INC | $609K | 0.0% | 2,400 | — | — | Held |
| HOMB HOME BANCSHARES INC | $326K | 0.0% | 12,100 | +12,100 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CF CF INDUSTRIES HOLDINGS INC | 54,700 | $4.2M |
| OXY OCCIDENTAL PETROLEUM CORP | 69,100 | $2.8M |
| ET ENERGY TRANSFER LP | 166,600 | $2.7M |
| TGT TARGET CORP | 23,000 | $2.2M |
| NRP NATURAL RESOURCE PARTNERS LP | 12,000 | $1.3M |
| FANG DIAMONDBACK ENERGY INC | 4,000 | $601K |
| EOG EOG RESOURCES INC | 2,000 | $210K |
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.