Holdings
| JOE ST JOE CO | $963.7M | 78.5% | 20,204,167 | −2,700 | −0.0% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $169.0M | 13.8% | 5,450,400 | — | — | Held |
| OZK BANK OZK | $43.1M | 3.5% | 916,752 | +285,150 | +45.1% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $23.6M | 1.9% | 48,597 | −120 | −0.2% | Reduced |
| WRB WR BERKLEY CORP | $19.2M | 1.6% | 261,450 | — | — | Held |
| ET ENERGY TRANSFER LP | $3.0M | 0.2% | 166,600 | — | — | Held |
| OXY OCCIDENTAL PETROLEUM CORP | $2.9M | 0.2% | 69,100 | +14,800 | +27.3% | Added |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $729K | 0.1% | 1 | — | — | Held |
| FANG DIAMONDBACK ENERGY INC | $550K | 0.0% | 4,000 | — | — | Held |
| AAPL APPLE INC | $495K | 0.0% | 2,400 | — | — | Held |
| CNR CORE NATURAL RESOURCES INC | $349K | 0.0% | 5,000 | — | — | Held |
| EOG EOG RESOURCES INC | $239K | 0.0% | 2,000 | — | — | 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.