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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| JOE | ST JOE CO | 76.43% | 18,182,367 | $1,138,761,645 | -1,027,800 | -5.35% | $62.63 | 13F |
| EPD | ENTERPRISE PRODS PARTNERS L | 13.46% | 5,455,800 | $200,555,208 | No Change | $36.76 | 13F | |
| OZK | BANK OZK | 3.22% | 921,252 | $47,988,026 | No Change | $52.09 | 13F | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 2.95% | 87,852 | $43,960,262 | 37,400 | 74.13% | $500.39 | 13F |
| WRB | WR Berkley Corp | 1.21% | 256,350 | $18,080,365 | No Change | $70.53 | 13F | |
| PGR | PROGRESSIVE CORP | 1.06% | 72,200 | $15,772,090 | 5,800 | 8.73% | $218.45 | 13F |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 0.55% | 11 | $8,237,350 | 9 | 450% | $748850 | 13F |
| PFE | PFIZER INC | 0.37% | 231,000 | $5,562,480 | 231,000 | New | $24.08 | 13F |
| KHC | KRAFT HEINZ CO | 0.32% | 202,300 | $4,778,326 | 97,000 | 92.12% | $23.62 | 13F |
| CPB | THE CAMPBELLS COMPANY | 0.17% | 116,500 | $2,594,455 | 116,500 | New | $22.27 | 13F |
| UPS | UNITED PARCEL SVCS INC | 0.17% | 23,800 | $2,558,500 | 23,800 | New | $107.5 | 13F |
| AAPL | APPLE INC | 0.05% | 2,400 | $694,464 | No Change | $289.36 | 13F | |
| HOMB | HOME BANCSHARES INC | 0.02% | 12,100 | $345,455 | No Change | $28.55 | 13F |