Holdings
| JOE ST JOE CO | $1.06B | 85.5% | 25,243,090 | −502,467 | −2.0% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $34.5M | 2.8% | 1,593,400 | +1,518,400 | +2024.5% | Added |
| CMC COMMERCIAL METALS CO | $34.4M | 2.8% | 1,130,200 | +572,100 | +102.5% | Added |
| INTC INTEL CORP | $22.3M | 1.8% | 418,600 | +261,100 | +165.8% | Added |
| KMI KINDER MORGAN INC | $15.6M | 1.3% | 934,900 | +267,700 | +40.1% | Added |
| ENB ENBRIDGE INC | $15.6M | 1.3% | 390,800 | +35,000 | +9.8% | Added |
| ET ENERGY TRANSFER LP | $14.3M | 1.1% | 1,489,200 | +460,000 | +44.7% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $13.6M | 1.1% | 49,960 | — | — | Held |
| WMB WILLIAMS COS INC | $8.6M | 0.7% | 331,700 | +27,000 | +8.9% | Added |
| WES WESTERN MIDSTREAM PARTNERS L | $7.9M | 0.6% | 375,800 | −110,500 | −22.7% | Reduced |
| ORI OLD REPUBLIC INTL CORP | $7.7M | 0.6% | 331,100 | +90,000 | +37.3% | Added |
| AAPL APPLE INC | $2.0M | 0.2% | 14,060 | — | — | Held |
| BABA ALIBABA GROUP HOLDING-SP ADR | $1.6M | 0.1% | 10,580 | — | — | Held |
| NTR NUTRIEN LTD | $1.3M | 0.1% | 20,000 | +20,000 | — | New |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $411K | 0.0% | 1 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| VST VISTRA CORP | 552,900 | $10.3M |
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.