Holdings
| JOE ST JOE CO | $783.8M | 76.2% | 24,469,790 | — | — | Held |
| EPD ENTERPRISE PRODUCTS PARTNERS | $92.3M | 9.0% | 3,882,800 | +290,000 | +8.1% | Added |
| CMC COMMERCIAL METALS CO | $84.4M | 8.2% | 2,377,800 | +86,800 | +3.8% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $26.0M | 2.5% | 97,525 | +48,200 | +97.7% | Added |
| INTC INTEL CORP | $15.1M | 1.5% | 585,300 | −3,100 | −0.5% | Reduced |
| C CITIGROUP INC | $7.3M | 0.7% | 174,100 | −1,800 | −1.0% | Reduced |
| ORI OLD REPUBLIC INTL CORP | $6.6M | 0.6% | 316,100 | — | — | Held |
| KMI KINDER MORGAN INC | $5.9M | 0.6% | 355,200 | −431,400 | −54.8% | Reduced |
| ET ENERGY TRANSFER LP | $3.0M | 0.3% | 268,700 | — | — | Held |
| WBA* WALGREENS BOOTS ALLIANCE INC | $2.3M | 0.2% | 74,000 | +5,000 | +7.2% | Added |
| BABA ALIBABA GROUP HOLDING-SP ADR | $1.2M | 0.1% | 15,500 | −790 | −4.8% | Reduced |
| AAPL APPLE INC | $589K | 0.1% | 4,260 | — | — | Held |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $406K | 0.0% | 1 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DHI DR HORTON INC | 71,000 | $4.7M |
| WFG WEST FRASER TIMBER CO LTD | 11,000 | $844K |
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.