Holdings
| JOE ST JOE CO | $492.6M | 66.2% | 27,444,119 | −37,661 | −0.1% | Reduced |
| VSTOEUR VISTA OUTDOOR INC | $78.3M | 10.5% | 5,055,300 | +2,265,600 | +81.2% | Added |
| SHLDEUR SEARS HOLDINGS CORP | $41.3M | 5.6% | 17,428,147 | −71,650 | −0.4% | Reduced |
| T AT&T INC | $39.4M | 5.3% | 1,227,300 | +1,147,300 | +1434.1% | Added |
| VST VISTRA CORP | $24.5M | 3.3% | 1,037,500 | −1,500 | −0.1% | Reduced |
| HRG GROUP INC | $20.3M | 2.7% | 1,553,250 | +1,553,250 | — | New |
| SPECTRUM BRANDS HLDGS INC | $19.9M | 2.7% | 243,500 | +243,500 | — | New |
| C CITIGROUP INC | $15.7M | 2.1% | 235,000 | +235,000 | — | New |
| OAK OAKTREE CAPITAL GROUP LLC | $7.4M | 1.0% | 181,000 | +97,000 | +115.5% | Added |
| CLPR CLIPPER REALTY INC | $2.4M | 0.3% | 280,000 | — | — | Held |
| JEF JEFFERIES FINANCIAL GROUP IN | $1.5M | 0.2% | 66,000 | +66,000 | — | New |
| SEARS HLDGS CORP | $835K | 0.1% | 5,566,341 | −12,406 | −0.2% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SRG SERITAGE GROWTH PROP- A | 1,595,000 | $56.7M |
| LEUCADIA NATL CORP | 66,000 | $1.5M |
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.