Holdings
| JOE ST JOE CO | $1.31B | 85.4% | 25,087,490 | −155,600 | −0.6% | Reduced |
| CMC COMMERCIAL METALS CO | $64.3M | 4.2% | 1,771,500 | +641,300 | +56.7% | Added |
| EPD ENTERPRISE PRODUCTS PARTNERS | $46.5M | 3.0% | 2,115,900 | +522,500 | +32.8% | Added |
| INTC INTEL CORP | $27.2M | 1.8% | 527,400 | +108,800 | +26.0% | Added |
| KMI KINDER MORGAN INC | $16.7M | 1.1% | 1,050,600 | +115,700 | +12.4% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $14.7M | 1.0% | 49,155 | −805 | −1.6% | Reduced |
| ET ENERGY TRANSFER LP | $12.4M | 0.8% | 1,507,700 | +18,500 | +1.2% | Added |
| ENB ENBRIDGE INC | $11.3M | 0.7% | 288,400 | −102,400 | −26.2% | Reduced |
| ORI OLD REPUBLIC INTL CORP | $9.2M | 0.6% | 376,100 | +45,000 | +13.6% | Added |
| WMB WILLIAMS COS INC | $6.8M | 0.4% | 263,000 | −68,700 | −20.7% | Reduced |
| LYB LYONDELLBASELL INDU-CL A | $3.7M | 0.2% | 40,500 | +40,500 | — | New |
| AAPL APPLE INC | $2.5M | 0.2% | 14,060 | — | — | Held |
| WES WESTERN MIDSTREAM PARTNERS L | $2.2M | 0.1% | 98,800 | −277,000 | −73.7% | Reduced |
| DOW DOW INC | $1.8M | 0.1% | 31,700 | +31,700 | — | New |
| WBA* WALGREENS BOOTS ALLIANCE INC | $1.3M | 0.1% | 24,000 | +24,000 | — | New |
| C CITIGROUP INC | $1.2M | 0.1% | 20,000 | +20,000 | — | New |
| BABA ALIBABA GROUP HOLDING-SP ADR | $973K | 0.1% | 8,190 | −2,390 | −22.6% | Reduced |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $451K | 0.0% | 1 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NTR NUTRIEN LTD | 20,000 | $1.3M |
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.