Q1 2022 Holdings
Filed 2022-05-16 | 14 holdings | $2.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ST JOE Co(JOE) | COM | 790148100 | $1.5M | 24,616,590 | 55.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $891.0K | 8,190 | 34.1% |
| Commercial Metals Co(CMC) | COM | 201723103 | $86.3K | 2,074,400 | 3.3% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $83.2K | 3,224,800 | 3.2% |
| Intel Corp(INTC) | COM | 458140100 | $29.2K | 588,400 | 1.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $17.3K | 49,155 | 0.7% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $15.1K | 798,100 | 0.6% |
| Old REP Intl Corp(ORI) | COM | 680223104 | $9.6K | 371,100 | 0.4% |
| Energy Transfer L P(ET) | COM UT LTD PTN | 29273V100 | $9.4K | 844,200 | 0.4% |
| Citigroup Inc(C) | COM NEW | 172967424 | $7.8K | 146,200 | 0.3% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $3.1K | 69,000 | 0.1% |
| Sanderson Farms Inc | COM | 800013104 | $1.3K | 7,000 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $744 | 4,260 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $529 | 1 | 0.0% |