Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

JOE St Joe Co 76.4% Trimmed −5%EPD Enterprise Prods Partners L 13.5% Held OZK Bank Ozk 3.2% Held BRK-B Berkshire Hathaway Inc 3.0% Added +74%WRB WR Berkley Corp 1.2% Held PGR Progressive Corp 1.1% Added +9%

Berkshire Hathaway Inc 0.6% Added +450%

PFE Pfizer Inc 0.4% New KHC Kraft Heinz Co 0.3% Added +92%CPB The Campbells Company 0.2% New UPS United Parcel SVCS Inc 0.2% New AAPL Apple Inc 0.0% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing

add_circleNew

PFE $5.56M
CPB $2.59M
UPS $2.56M

arrow_upwardAdded

Berkshire Hathaway Inc +450%
KHC +92%
BRK-B +74%
PGR +9%

arrow_downwardTrimmed

JOE −5%

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