Holdings
| JOE ST JOE CO | $968.0M | 80.1% | 24,469,790 | −146,800 | −0.6% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $87.6M | 7.2% | 3,592,800 | +368,000 | +11.4% | Added |
| CMC COMMERCIAL METALS CO | $75.8M | 6.3% | 2,291,000 | +216,600 | +10.4% | Added |
| INTC INTEL CORP | $22.0M | 1.8% | 588,400 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $13.5M | 1.1% | 49,325 | +170 | +0.3% | Added |
| KMI KINDER MORGAN INC | $13.2M | 1.1% | 786,600 | −11,500 | −1.4% | Reduced |
| C CITIGROUP INC | $8.1M | 0.7% | 175,900 | +29,700 | +20.3% | Added |
| ORI OLD REPUBLIC INTL CORP | $7.1M | 0.6% | 316,100 | −55,000 | −14.8% | Reduced |
| DHI DR HORTON INC | $4.7M | 0.4% | 71,000 | +71,000 | — | New |
| ET ENERGY TRANSFER LP | $2.7M | 0.2% | 268,700 | −575,500 | −68.2% | Reduced |
| WBA* WALGREENS BOOTS ALLIANCE INC | $2.6M | 0.2% | 69,000 | — | — | Held |
| BABA ALIBABA GROUP HOLDING-SP ADR | $1.9M | 0.2% | 16,290 | +8,100 | +98.9% | Added |
| WFG WEST FRASER TIMBER CO LTD | $844K | 0.1% | 11,000 | +11,000 | — | New |
| AAPL APPLE INC | $582K | 0.0% | 4,260 | — | — | Held |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $409K | 0.0% | 1 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SF9 SANDERSON FARMS INC | 7,000 | $1.3M |
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.