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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| JOE | ST JOE Co | 79.57% | 18,182,367 | $1,198,945,280 | -1,027,800 | -5.35% | 13D | |
| EPD | ENTERPRISE PRODS PARTNERS L | 13.70% | 5,455,800 | $206,447,472 | 5,400 | 0.1% | $37.84 | 13F |
| OZK | BANK OZK | 2.81% | 921,252 | $42,276,263 | 7,600 | 0.83% | $45.89 | 13F |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 1.60% | 50,452 | $24,176,598 | 2,440 | 5.08% | $479.2 | 13F |
| WRB | WR BERKLEY CORP | 1.13% | 256,350 | $16,990,878 | -3,800 | -1.46% | $66.28 | 13F |
| PGR | PROGRESSIVE CORP | 0.87% | 66,400 | $13,163,136 | 40,800 | 159.38% | $198.24 | 13F |
| KHC | KRAFT HEINZ CO | 0.16% | 105,300 | $2,368,197 | 105,300 | New | $22.49 | 13F |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 0.10% | 2 | $1,436,280 | 1 | New | $718140 | 13F |
| AAPL | APPLE INC | 0.04% | 2,400 | $609,096 | No Change | $253.79 | 13F | |
| HOMB | HOME BANCSHARES INC | 0.02% | 12,100 | $325,853 | 12,100 | New | $26.93 | 13F |
| CF | CF INDS HLDGS INC | -54,700 | Exited | 13F | ||||
| FANG | DIAMONDBACK ENERGY INC | -4,000 | Exited | 13F | ||||
| EOG | EOG RES INC | -2,000 | Exited | 13F | ||||
| ET | ENERGY TRANSFER L P | -166,600 | Exited | 13F | ||||
| NRP | NATURAL RESOURCE PARTNERS L | -12,000 | Exited | 13F | ||||
| OXY | OCCIDENTAL PETE CORP | -69,100 | Exited | 13F | ||||
| TGT | TARGET CORP | -23,000 | Exited | 13F |