Latest 13F portfolio for 2026-03-31. SEC filing 0000919574-26-003485
| Ticker | Issuer | Weight | Value |
|---|---|---|---|
| JOE | ST JOE CO | 79.67% | $1.2B |
| EPD | ENTERPRISE PRODS PARTNERS L | 13.63% | $206.4M |
| OZK | BANK OZK | 2.79% | $42.3M |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 1.60% | $24.2M |
| WRB | WR BERKLEY CORP | 1.12% | $17.0M |
| PGR | PROGRESSIVE CORP | 0.87% | $13.2M |
| KHC | KRAFT HEINZ CO | 0.16% | $2.4M |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 0.09% | $1.4M |
| AAPL | APPLE INC | 0.04% | $609K |
| HOMB | HOME BANCSHARES INC | 0.02% | $326K |