Q3 2018 Holdings
Filed 2018-11-14 | 9 holdings | $599.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ST JOE Co(JOE) | COM | 790148100 | $460.2K | 27,394,450 | 76.8% |
| Vista Outdoor Inc(VSTOEUR) | COM | 928377100 | $63.2K | 3,532,000 | 10.5% |
| Vistra Energy Corp(VST) | COM | 92840M102 | $25.3K | 1,015,300 | 4.2% |
| Spectrum Brands Hldgs Inc NE(SPB) | COM | 84790A105 | $21.8K | 291,228 | 3.6% |
| Sears Hldgs Corp | COM | 812350106 | $13.6K | 14,055,740 | 2.3% |
| AT&T Inc(T) | COM | 00206R102 | $11.6K | 346,900 | 1.9% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $2.1K | 9,600 | 0.3% |
| Jefferies Finl Group Inc(JEF) | COM | 47233W109 | $1.4K | 66,000 | 0.2% |
| Sears Hldgs Corp | *W EXP 12/15/201 | 812350155 | $117 | 5,549,754 | 0.0% |