Holdings
| JOE ST JOE CO | $1.15B | 80.4% | 19,422,467 | −155,900 | −0.8% | Reduced |
| EPD ENTERPRISE PRODUCTS PARTNERS | $174.7M | 12.2% | 5,450,400 | — | — | Held |
| OZK BANK OZK | $42.0M | 2.9% | 913,652 | −2,000 | −0.2% | Reduced |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $24.1M | 1.7% | 48,012 | −425 | −0.9% | Reduced |
| WRB WR BERKLEY CORP | $18.2M | 1.3% | 260,150 | −1,300 | −0.5% | Reduced |
| PGR PROGRESSIVE CORP | $5.8M | 0.4% | 25,600 | +25,600 | — | New |
| CF CF INDUSTRIES HOLDINGS INC | $4.2M | 0.3% | 54,700 | +54,700 | — | New |
| OXY OCCIDENTAL PETROLEUM CORP | $2.8M | 0.2% | 69,100 | — | — | Held |
| ET ENERGY TRANSFER LP | $2.7M | 0.2% | 166,600 | — | — | Held |
| TGT TARGET CORP | $2.2M | 0.2% | 23,000 | +23,000 | — | New |
| NRP NATURAL RESOURCE PARTNERS LP | $1.3M | 0.1% | 12,000 | +12,000 | — | New |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $755K | 0.1% | 1 | — | — | Held |
| AAPL APPLE INC | $652K | 0.0% | 2,400 | — | — | Held |
| FANG DIAMONDBACK ENERGY INC | $601K | 0.0% | 4,000 | — | — | Held |
| EOG EOG RESOURCES INC | $210K | 0.0% | 2,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CNR CORE NATURAL RESOURCES INC | 5,000 | $417K |
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.