Holdings
| JOE ST JOE CO | $349.6M | 95.3% | 26,547,898 | −846,552 | −3.1% | Reduced |
| VSTOEUR VISTA OUTDOOR INC | $16.7M | 4.6% | 1,475,400 | −2,056,600 | −58.2% | Reduced |
| JEF JEFFERIES FINANCIAL GROUP IN | $339K | 0.1% | 19,500 | −46,500 | −70.5% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| VST VISTRA CORP | 1,015,300 | $25.3M |
| SPB SPECTRUM BRANDS HOLDINGS INC | 291,228 | $21.8M |
| SHLDEUR SEARS HOLDINGS CORP | 14,055,740 | $13.6M |
| T AT&T INC | 346,900 | $11.6M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 9,600 | $2.1M |
| SEARS HLDGS CORP | 5,549,754 | $117K |
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.