The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 973 | 8,190 | SH | SOLE | 6,000 | 1 | 2,190 | ||
| APPLE INC | COM | 037833100 | 2,497 | 14,060 | SH | SOLE | 9,800 | 1 | 4,260 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 14,697 | 49,155 | SH | SOLE | 0 | 1 | 49,155 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 451 | 1 | SH | SOLE | 0 | 0 | 1 | ||
| CITIGROUP INC | COM NEW | 172967424 | 1,208 | 20,000 | SH | SOLE | 20,000 | 1 | 0 | ||
| COMMERCIAL METALS CO | COM | 201723103 | 64,288 | 1,771,500 | SH | SOLE | 1,505,100 | 1 | 266,400 | ||
| DOW INC | COM | 260557103 | 1,798 | 31,700 | SH | SOLE | 31,700 | 1 | 0 | ||
| ENBRIDGE INC | COM | 29250N105 | 11,271 | 288,400 | SH | SOLE | 195,000 | 1 | 93,400 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 12,408 | 1,507,700 | SH | SOLE | 1,507,700 | 1 | 0 | ||
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 46,465 | 2,115,900 | SH | SOLE | 2,115,900 | 1 | 0 | ||
| INTEL CORP | COM | 458140100 | 27,161 | 527,400 | SH | SOLE | 444,200 | 1 | 83,200 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 16,663 | 1,050,600 | SH | SOLE | 752,600 | 1 | 298,000 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 3,735 | 40,500 | SH | SOLE | 40,500 | 1 | 0 | ||
| OLD REP INTL CORP | COM | 680223104 | 9,245 | 376,100 | SH | SOLE | 376,100 | 1 | 0 | ||
| ST JOE CO | COM | 790148100 | 1,305,804 | 25,087,490 | SH | SOLE | 23,449,191 | 1 | 1,638,299 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 1,252 | 24,000 | SH | SOLE | 24,000 | 1 | 0 | ||
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 958669103 | 2,200 | 98,800 | SH | SOLE | 98,800 | 1 | 0 | ||
| WILLIAMS COS INC | COM | 969457100 | 6,849 | 263,000 | SH | SOLE | 165,300 | 1 | 97,700 | ||