Holdings
| JOE ST JOE CO | $503.6M | 69.4% | 27,897,499 | +895,014 | +3.3% | Added |
| SRG SERITAGE GROWTH PROP- A | $132.4M | 18.2% | 3,273,398 | −493,252 | −13.1% | Reduced |
| SHLDEUR SEARS HOLDINGS CORP | $86.2M | 11.9% | 24,084,301 | −4,424,697 | −15.5% | Reduced |
| SEARS HLDGS CORP | $2.0M | 0.3% | 5,830,968 | −809,483 | −12.2% | Reduced |
| LEUCADIA NATL CORP | $1.7M | 0.2% | 66,000 | — | — | 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.