Holdings
| JOE ST JOE CO | $968.7M | 78.2% | 19,578,367 | −625,800 | −3.1% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $170.4M | 13.8% | 5,450,400 | — | — | Held |
| OZK BANK OZK | $46.7M | 3.8% | 915,652 | −1,100 | −0.1% | Reduced |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $24.4M | 2.0% | 48,437 | −160 | −0.3% | Reduced |
| WRB WR BERKLEY CORP | $20.0M | 1.6% | 261,450 | — | — | Held |
| OXY OCCIDENTAL PETROLEUM CORP | $3.3M | 0.3% | 69,100 | — | — | Held |
| ET ENERGY TRANSFER LP | $2.9M | 0.2% | 166,600 | — | — | Held |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $754K | 0.1% | 1 | — | — | Held |
| AAPL APPLE INC | $611K | 0.0% | 2,400 | — | — | Held |
| FANG DIAMONDBACK ENERGY INC | $572K | 0.0% | 4,000 | — | — | Held |
| CNR CORE NATURAL RESOURCES INC | $417K | 0.0% | 5,000 | — | — | Held |
| EOG EOG RESOURCES INC | $224K | 0.0% | 2,000 | — | — | Held |
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.