Holdings
| JOE ST JOE CO | $1.15B | 87.4% | 23,780,448 | −361,000 | −1.5% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $116.3M | 8.8% | 4,413,200 | +230,400 | +5.5% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $22.5M | 1.7% | 65,920 | +6,355 | +10.7% | Added |
| WRB WR BERKLEY CORP | $7.8M | 0.6% | 131,200 | +131,200 | — | New |
| CMC COMMERCIAL METALS CO | $6.8M | 0.5% | 128,800 | −1,144,100 | −89.9% | Reduced |
| ET ENERGY TRANSFER LP | $3.4M | 0.3% | 268,700 | — | — | Held |
| CMA COMERICA INC | $2.6M | 0.2% | 61,700 | +61,700 | — | New |
| USB US BANCORP | $2.4M | 0.2% | 73,600 | +73,600 | — | New |
| KEY KEYCORP | $2.4M | 0.2% | 257,900 | +257,900 | — | New |
| AAPL APPLE INC | $826K | 0.1% | 4,260 | — | — | Held |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $518K | 0.0% | 1 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| C CITIGROUP INC | 82,500 | $3.9M |
| INTC INTEL CORP | 94,500 | $3.1M |
| WBA* WALGREENS BOOTS ALLIANCE INC | 74,000 | $2.6M |
| WEP MAGELLAN MIDSTREAM PARTNERS | 28,600 | $1.6M |
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.