Holdings
| JOE ST JOE CO | $926.3M | 78.4% | 20,617,467 | −528,600 | −2.5% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $170.9M | 14.5% | 5,448,900 | +2,500 | +0.0% | Added |
| OZK BANK OZK | $28.7M | 2.4% | 643,402 | −9,700 | −1.5% | Reduced |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $22.1M | 1.9% | 48,717 | −1,355 | −2.7% | Reduced |
| ET ENERGY TRANSFER LP | $16.7M | 1.4% | 852,900 | +852,900 | — | New |
| WRB WR BERKLEY CORP | $15.3M | 1.3% | 261,450 | — | — | Held |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $681K | 0.1% | 1 | — | — | Held |
| AAPL APPLE INC | $601K | 0.1% | 2,400 | — | — | Held |
| OXY OCCIDENTAL PETROLEUM CORP | $445K | 0.0% | 9,000 | +9,000 | — | New |
| EOG EOG RESOURCES INC | $245K | 0.0% | 2,000 | +2,000 | — | New |
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.