Holdings
| JOE ST JOE CO | $449.3M | 36.0% | 24,445,297 | −5,100 | −0.0% | Reduced |
| SHLDEUR SEARS HOLDINGS CORP | $319.0M | 25.6% | 27,839,448 | −24,100 | −0.1% | Reduced |
| SRG SERITAGE GROWTH PROP- A | $174.0M | 13.9% | 3,433,750 | — | — | Held |
| AMERICAN INTL GROUP INC | $92.6M | 7.4% | 4,368,490 | −951,963 | −17.9% | Reduced |
| BANK AMER CORP | $60.2M | 4.8% | 13,023,864 | −2,771,039 | −17.5% | Reduced |
| SRSCQ SEARS CANADA INC | $49.7M | 4.0% | 20,222,179 | +297,516 | +1.5% | Added |
| LE LANDS' END INC | $48.6M | 3.9% | 3,352,627 | +353,200 | +11.8% | Added |
| BAC BANK OF AMERICA CORP | $26.8M | 2.1% | 1,713,203 | −11,259,800 | −86.8% | Reduced |
| SEARS HLDGS CORP | $23.0M | 1.8% | 6,730,093 | −2,322 | −0.0% | Reduced |
| SHOSUSD SEARS HOMETOWN AND OUTLET ST | $3.8M | 0.3% | 776,850 | — | — | Held |
| LEUCADIA NATL CORP | $1.3M | 0.1% | 66,000 | — | — | Held |
| BANK AMER CORP | $146K | 0.0% | 1,455,701 | — | — | 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.