Holdings
| JOE ST JOE CO | $545.5M | 83.6% | 26,444,357 | −47,176 | −0.2% | Reduced |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $67.4M | 10.3% | 316,595 | −7,715 | −2.4% | Reduced |
| BAC BANK OF AMERICA CORP | $8.1M | 1.2% | 337,400 | +337,400 | — | New |
| KHC KRAFT HEINZ CO | $8.0M | 1.2% | 266,300 | −174,500 | −39.6% | Reduced |
| T AT&T INC | $6.5M | 1.0% | 229,500 | +229,500 | — | New |
| CNQ CANADIAN NATURAL RESOURCES | $4.7M | 0.7% | 290,500 | +290,500 | — | New |
| WES WESTERN MIDSTREAM PARTNERS L | $4.3M | 0.7% | 540,000 | +250,000 | +86.2% | Added |
| SPG SIMON PROPERTY GROUP INC | $3.4M | 0.5% | 52,200 | +23,200 | +80.0% | Added |
| KMI KINDER MORGAN INC | $2.4M | 0.4% | 196,600 | +196,600 | — | New |
| ET ENERGY TRANSFER LP | $1.4M | 0.2% | 258,300 | +258,300 | — | New |
| AAPL APPLE INC | $493K | 0.1% | 4,260 | +4,260 | — | New |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $320K | 0.0% | 1 | — | — | Held |
| OXY/WS OCCIDENTAL PETROLEUM-CW27 | $87K | 0.0% | 29,102 | +29,102 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| OXY OCCIDENTAL PETROLEUM CORP | 328,110 | $6.0M |
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.