Q1 2018 Holdings
Filed 2018-05-15 | 10 holdings | $700.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ST JOE Co(JOE) | COM | 790148100 | $518.0K | 27,481,780 | 73.9% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $56.7K | 1,595,000 | 8.1% |
| Sears Hldgs Corp | COM | 812350106 | $46.7K | 17,499,797 | 6.7% |
| Vista Outdoor Inc(VSTOEUR) | COM | 928377100 | $45.5K | 2,789,700 | 6.5% |
| Vistra Energy Corp(VST) | COM | 92840M102 | $21.6K | 1,039,000 | 3.1% |
| Oaktree Cap Group LLC | UNIT CL A | 674001201 | $3.3K | 84,000 | 0.5% |
| AT&T Inc(T) | COM | 00206R102 | $2.9K | 80,000 | 0.4% |
| Clipper Rlty Inc(CLPR) | COM | 18885T306 | $2.4K | 280,000 | 0.3% |
| Sears Hldgs Corp | *W EXP 12/15/201 | 812350155 | $2.0K | 5,578,747 | 0.3% |
| Leucadia Natl Corp | COM | 527288104 | $1.5K | 66,000 | 0.2% |