South Miami, FLCIK 10568314 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | St Joe Co | 19.42M | $1.15B | 80.4% | −155.9K | Reduced |
| 2 | Enterprise Prods Partners L | 5.45M | $174.74M | 12.2% | 0 | Held |
| 3 | Bank Ozk Little Rock Ark | 913.7K | $42.05M | 2.9% | −2.0K | Reduced |
| 4 | Berkshire Hathaway Inc Del |
| 48.0K |
| $24.13M |
| 1.7% |
| −425 |
| Reduced |
| 5 | Berkley W R Corp | 260.1K | $18.24M | 1.3% | −1.3K | Reduced |
| 6 | Progressive Corp | 25.6K | $5.83M | 0.4% | +25.6K | New |
| 7 | Cf Inds Hldgs Inc | 54.7K | $4.23M | 0.3% | +54.7K | New |
| 8 | Occidental Pete Corp | 69.1K | $2.84M | 0.2% | 0 | Held |
| 9 | Energy Transfer L P | 166.6K | $2.75M | 0.2% | 0 | Held |
| 10 | Target Corp | 23.0K | $2.25M | 0.2% | +23.0K | New |
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