Holdings
| JOE ST JOE CO | $1.36B | 87.6% | 22,679,148 | −32,600 | −0.1% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $137.2M | 8.8% | 5,208,400 | +144,200 | +2.8% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $43.9M | 2.8% | 122,958 | +71,685 | +139.8% | Added |
| WRB WR BERKLEY CORP | $9.0M | 0.6% | 126,600 | −1,600 | −1.2% | Reduced |
| OZK BANK OZK | $2.6M | 0.2% | 51,200 | −96,300 | −65.3% | Reduced |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $543K | 0.0% | 1 | — | — | Held |
| AAPL APPLE INC | $462K | 0.0% | 2,400 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| HOMB HOME BANCSHARES INC | 103,400 | $2.2M |
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.