Holdings
| JOE ST JOE CO | $1.14B | 76.4% | 18,182,367 | −1,027,800 | −5.4% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $200.6M | 13.5% | 5,455,800 | — | — | Held |
| OZK BANK OZK | $48.0M | 3.2% | 921,252 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $44.0M | 3.0% | 87,852 | +37,400 | +74.1% | Added |
| WRB WR BERKLEY CORP | $18.1M | 1.2% | 256,350 | — | — | Held |
| PGR PROGRESSIVE CORP | $15.8M | 1.1% | 72,200 | +5,800 | +8.7% | Added |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $8.2M | 0.6% | 11 | +9 | +450.0% | Added |
| PFE PFIZER INC | $5.6M | 0.4% | 231,000 | +231,000 | — | New |
| KHC KRAFT HEINZ CO | $4.8M | 0.3% | 202,300 | +97,000 | +92.1% | Added |
| CPB THE CAMPBELL'S COMPANY | $2.6M | 0.2% | 116,500 | +116,500 | — | New |
| UPS UNITED PARCEL SERVICE-CL B | $2.6M | 0.2% | 23,800 | +23,800 | — | New |
| AAPL APPLE INC | $694K | 0.0% | 2,400 | — | — | Held |
| HOMB HOME BANCSHARES INC | $345K | 0.0% | 12,100 | — | — | 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.