Holdings
| JOE ST JOE CO | $460.2M | 76.8% | 27,394,450 | −49,669 | −0.2% | Reduced |
| VSTOEUR VISTA OUTDOOR INC | $63.2M | 10.5% | 3,532,000 | −1,523,300 | −30.1% | Reduced |
| VST VISTRA CORP | $25.3M | 4.2% | 1,015,300 | −22,200 | −2.1% | Reduced |
| SPB SPECTRUM BRANDS HOLDINGS INC | $21.8M | 3.6% | 291,228 | +291,228 | — | New |
| SHLDEUR SEARS HOLDINGS CORP | $13.6M | 2.3% | 14,055,740 | −3,372,407 | −19.4% | Reduced |
| T AT&T INC | $11.6M | 1.9% | 346,900 | −880,400 | −71.7% | Reduced |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $2.1M | 0.3% | 9,600 | +9,600 | — | New |
| JEF JEFFERIES FINANCIAL GROUP IN | $1.4M | 0.2% | 66,000 | — | — | Held |
| SEARS HLDGS CORP | $117K | 0.0% | 5,549,754 | −16,587 | −0.3% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| HRG GROUP INC | 1,553,250 | $20.3M |
| SPECTRUM BRANDS HLDGS INC | 243,500 | $19.9M |
| C CITIGROUP INC | 235,000 | $15.7M |
| OAK OAKTREE CAPITAL GROUP LLC | 181,000 | $7.4M |
| CLPR CLIPPER REALTY INC | 280,000 | $2.4M |
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.