Q1 2023 Holdings
Filed 2023-05-15 | 11 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ST JOE Co(JOE) | COM | 790148100 | $1.0B | 24,141,448 | 83.1% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $108.3M | 4,182,800 | 9.0% |
| Commercial Metals Co(CMC) | COM | 201723103 | $62.2M | 1,272,900 | 5.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $18.4M | 59,565 | 1.5% |
| Citigroup Inc(C) | COM NEW | 172967424 | $3.9M | 82,500 | 0.3% |
| Energy Transfer L P(ET) | COM UT LTD PTN | 29273V100 | $3.4M | 268,700 | 0.3% |
| Intel Corp(INTC) | COM | 458140100 | $3.1M | 94,500 | 0.3% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $2.6M | 74,000 | 0.2% |
| Magellan Midstream Prtnrs LP(WEP) | COM UNIT RP LP | 559080106 | $1.6M | 28,600 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $702.5K | 4,260 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $465.6K | 1 | 0.0% |