Holdings
| JOE ST JOE CO | $1.12B | 90.8% | 26,430,357 | −14,000 | −0.1% | Reduced |
| BAC BANK OF AMERICA CORP | $14.7M | 1.2% | 483,500 | +146,100 | +43.3% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $13.8M | 1.1% | 59,450 | −257,145 | −81.2% | Reduced |
| CNQ CANADIAN NATURAL RESOURCES | $11.4M | 0.9% | 475,300 | +184,800 | +63.6% | Added |
| T AT&T INC | $11.2M | 0.9% | 388,700 | +159,200 | +69.4% | Added |
| KMI KINDER MORGAN INC | $8.6M | 0.7% | 632,000 | +435,400 | +221.5% | Added |
| CINF CINCINNATI FINANCIAL CORP | $8.4M | 0.7% | 96,700 | +96,700 | — | New |
| ENB ENBRIDGE INC | $8.2M | 0.7% | 256,900 | +256,900 | — | New |
| WES WESTERN MIDSTREAM PARTNERS L | $7.7M | 0.6% | 556,600 | +16,600 | +3.1% | Added |
| CVS CVS HEALTH CORP | $7.6M | 0.6% | 111,100 | +111,100 | — | New |
| ORI OLD REPUBLIC INTL CORP | $7.5M | 0.6% | 379,100 | +379,100 | — | New |
| ET ENERGY TRANSFER LP | $4.8M | 0.4% | 783,300 | +525,000 | +203.3% | Added |
| MO ALTRIA GROUP INC | $2.2M | 0.2% | 54,200 | +54,200 | — | New |
| EPD ENTERPRISE PRODUCTS PARTNERS | $1.9M | 0.2% | 95,000 | +95,000 | — | New |
| PAA PLAINS ALL AMER PIPELINE LP | $1.8M | 0.1% | 213,000 | +213,000 | — | New |
| WEP MAGELLAN MIDSTREAM PARTNERS | $1.7M | 0.1% | 40,900 | +40,900 | — | New |
| PM PHILIP MORRIS INTERNATIONAL | $1.2M | 0.1% | 14,100 | +14,100 | — | New |
| AAPL APPLE INC | $565K | 0.0% | 4,260 | — | — | Held |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $348K | 0.0% | 1 | — | — | Held |
| OXY/WS OCCIDENTAL PETROLEUM-CW27 | $198K | 0.0% | 29,102 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| KHC KRAFT HEINZ CO | 266,300 | $8.0M |
| SPG SIMON PROPERTY GROUP INC | 52,200 | $3.4M |
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.