Q4 2024 Holdings
Filed 2025-02-14 | 10 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 | $926.3M | 20,617,467 | 78.4% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $170.9M | 5,448,900 | 14.5% |
| Bank OZK(OZK) | COM | 06417N103 | $28.7M | 643,402 | 2.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $22.1M | 48,717 | 1.9% |
| Energy Transfer L P(ET) | COM UT LTD PTN | 29273V100 | $16.7M | 852,900 | 1.4% |
| WR Berkley Corp(WRB) | COM | 084423102 | $15.3M | 261,450 | 1.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $680.9K | 1 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $601.0K | 2,400 | 0.1% |
| Occidental Pete Corp(OXY) | COM | 674599105 | $444.7K | 9,000 | 0.0% |
| EOG RES Inc(EOG) | COM | 26875P101 | $245.2K | 2,000 | 0.0% |