| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| JOE | The St. Joe Company | 79.12% | 19,692,267 | $997,610,246 | -511,900 | -2.53% | 13D | |
| EPD | ENTERPRISE PRODS PARTNERS L | 13.40% | 5,450,400 | $169,016,904 | No Change | $31.01 | 13F | |
| OZK | BANK OZK | 3.42% | 916,752 | $43,142,358 | 285,150 | 45.15% | $47.06 | 13F |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 1.87% | 48,597 | $23,606,965 | -120 | -0.25% | $485.77 | 13F |
| WRB | WR BERKLEY CORP | 1.52% | 261,450 | $19,208,731 | No Change | $73.47 | 13F | |
| ET | ENERGY TRANSFER L P | 0.24% | 166,600 | $3,020,458 | No Change | $18.13 | 13F | |
| OXY | OCCIDENTAL PETE CORP | 0.23% | 69,100 | $2,902,891 | 14,800 | 27.26% | $42.01 | 13F |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 0.06% | 1 | $728,800 | No Change | $728800 | 13F | |
| AAPL | APPLE INC | 0.04% | 2,400 | $495,204 | No Change | $206.34 | 13F | |
| FANG | DIAMONDBACK ENERGY INC | 0.04% | 4,000 | $549,600 | No Change | $137.4 | 13F | |
| CNR | CORE NATURAL RESOURCES INC | 0.03% | 5,000 | $348,700 | No Change | $69.74 | 13F | |
| EOG | EOG RES INC | 0.02% | 2,000 | $239,220 | No Change | $119.61 | 13F |