Holdings
| JOE ST JOE CO | $477.8M | 48.7% | 25,484,557 | +1,083,400 | +4.4% | Added |
| SHLDEUR SEARS HOLDINGS CORP | $255.7M | 26.0% | 28,864,348 | −51,100 | −0.2% | Reduced |
| SRG SERITAGE GROWTH PROP- A | $159.7M | 16.3% | 3,807,150 | +140,200 | +3.8% | Added |
| LE LANDS' END INC | $42.6M | 4.3% | 2,855,900 | −421,527 | −12.9% | Reduced |
| SRSCQ SEARS CANADA INC | $17.3M | 1.8% | 21,562,974 | +784,996 | +3.8% | Added |
| SEARS HLDGS CORP | $13.7M | 1.4% | 6,693,474 | −6,510 | −0.1% | Reduced |
| WPG2EUR WASHINGTON PRIME GROUP INC | $11.1M | 1.1% | 1,331,300 | +990,800 | +291.0% | Added |
| SHOSUSD SEARS HOMETOWN AND OUTLET ST | $2.1M | 0.2% | 776,850 | — | — | Held |
| LEUCADIA NATL CORP | $1.7M | 0.2% | 66,000 | — | — | 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.