The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,399 | 10,580 | SH | SOLE | 6,000 | 1 | 4,580 | ||
APPLE INC | COM | 037833100 | 1,926 | 14,060 | SH | SOLE | 9,800 | 1 | 4,260 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 13,885 | 49,960 | SH | SOLE | 0 | 1 | 49,960 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 419 | 1 | SH | SOLE | 0 | 0 | 1 | ||
COMMERCIAL METALS CO | COM | 201723103 | 17,145 | 558,100 | SH | SOLE | 391,100 | 1 | 167,000 | ||
ENBRIDGE INC | COM | 29250N105 | 14,246 | 355,800 | SH | SOLE | 225,000 | 1 | 130,800 | ||
ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 10,940 | 1,029,200 | SH | SOLE | 1,029,200 | 1 | 0 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 1,810 | 75,000 | SH | SOLE | 75,000 | 1 | 0 | ||
INTEL CORP | COM | 458140100 | 8,842 | 157,500 | SH | SOLE | 101,000 | 1 | 56,500 | ||
KINDER MORGAN INC DEL | COM | 49456B101 | 12,163 | 667,200 | SH | SOLE | 433,600 | 1 | 233,600 | ||
OLD REP INTL CORP | COM | 680223104 | 6,006 | 241,100 | SH | SOLE | 241,100 | 1 | 0 | ||
ST JOE CO | COM | 790148100 | 1,148,509 | 25,745,557 | SH | SOLE | 23,449,191 | 1 | 2,296,366 | ||
VISTRA CORP | COM | 92840M102 | 10,256 | 552,900 | SH | SOLE | 333,100 | 1 | 219,800 | ||
WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 958669103 | 10,417 | 486,300 | SH | SOLE | 486,300 | 1 | 0 | ||
WILLIAMS COS INC | COM | 969457100 | 8,090 | 304,700 | SH | SOLE | 165,300 | 1 | 139,400 |