Holdings
| JOE ST JOE CO | $1.23B | 87.7% | 22,711,748 | −1,068,700 | −4.5% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $138.6M | 9.8% | 5,064,200 | +651,000 | +14.8% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $18.0M | 1.3% | 51,273 | −14,647 | −22.2% | Reduced |
| WRB WR BERKLEY CORP | $8.1M | 0.6% | 128,200 | −3,000 | −2.3% | Reduced |
| OZK BANK OZK | $5.5M | 0.4% | 147,500 | +147,500 | — | New |
| HOMB HOME BANCSHARES INC | $2.2M | 0.2% | 103,400 | +103,400 | — | New |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $531K | 0.0% | 1 | — | — | Held |
| AAPL APPLE INC | $411K | 0.0% | 2,400 | −1,860 | −43.7% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CMC COMMERCIAL METALS CO | 128,800 | $6.8M |
| ET ENERGY TRANSFER LP | 268,700 | $3.4M |
| CMA COMERICA INC | 61,700 | $2.6M |
| USB US BANCORP | 73,600 | $2.4M |
| KEY KEYCORP | 257,900 | $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.