Holdings
| JOE ST JOE CO | $514.5M | 86.1% | 26,491,533 | −22,736 | −0.1% | Reduced |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $57.9M | 9.7% | 324,310 | +80,490 | +33.0% | Added |
| KHC KRAFT HEINZ CO | $14.1M | 2.4% | 440,800 | −3,700 | −0.8% | Reduced |
| OXY OCCIDENTAL PETROLEUM CORP | $6.0M | 1.0% | 328,110 | −101,380 | −23.6% | Reduced |
| WES WESTERN MIDSTREAM PARTNERS L | $2.9M | 0.5% | 290,000 | — | — | Held |
| SPG SIMON PROPERTY GROUP INC | $2.0M | 0.3% | 29,000 | −20,000 | −40.8% | Reduced |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $267K | 0.0% | 1 | +1 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| VSTOEUR VISTA OUTDOOR INC | 105,510 | $928K |
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.