Holdings
| JOE ST JOE CO | $938.7M | 78.5% | 24,288,448 | −181,342 | −0.7% | Reduced |
| CMC COMMERCIAL METALS CO | $107.6M | 9.0% | 2,228,200 | −149,600 | −6.3% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $99.9M | 8.4% | 4,142,800 | +260,000 | +6.7% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $19.1M | 1.6% | 61,955 | −35,570 | −36.5% | Reduced |
| C CITIGROUP INC | $7.8M | 0.7% | 172,400 | −1,700 | −1.0% | Reduced |
| ORI OLD REPUBLIC INTL CORP | $7.6M | 0.6% | 316,100 | — | — | Held |
| INTC INTEL CORP | $7.3M | 0.6% | 277,300 | −308,000 | −52.6% | Reduced |
| ET ENERGY TRANSFER LP | $3.2M | 0.3% | 268,700 | — | — | Held |
| WBA* WALGREENS BOOTS ALLIANCE INC | $2.8M | 0.2% | 74,000 | — | — | Held |
| BABA ALIBABA GROUP HOLDING-SP ADR | $670K | 0.1% | 7,610 | −7,890 | −50.9% | Reduced |
| AAPL APPLE INC | $554K | 0.0% | 4,260 | — | — | Held |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $469K | 0.0% | 1 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| KMI KINDER MORGAN INC | 355,200 | $5.9M |
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.