Holdings
| JOE ST JOE CO | $451.2M | 95.0% | 26,340,233 | −167,155 | −0.6% | Reduced |
| KHC KRAFT HEINZ CO | $18.1M | 3.8% | 647,300 | +647,300 | — | New |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $3.4M | 0.7% | 16,490 | −1,855 | −10.1% | Reduced |
| VSTOEUR VISTA OUTDOOR INC | $2.3M | 0.5% | 370,500 | −235,800 | −38.9% | Reduced |
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.