Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Investing style at a glance · Q2 2026
- Very concentrated: 13 stocks, with 99.8% of the portfolio in the 10 largest.
- Biggest sector: Real Estate (76.4% of the portfolio).
- Turnover this quarter: moderate — 3 new positions and 0 sold out (4 added to, 1 trimmed).
- Largest position: JOE at 76.4% of the portfolio.
Worked out from this 13F only (long stock positions). ⓘConcentration: The share of a portfolio in its 10 largest positions. High = a few big bets; low = spread out. Guide ⓘTurnover: How many positions were opened or closed this quarter compared with the number held. Guide
Portfolio value over time
Reported 13F value per quarter
Sector allocation
Q2 2026
- Real Estate76.4%
- Utilities13.5%
- Financials9.0%
- Consumer Staples0.5%
- Health Care0.4%
- Industrials0.2%
- Information Technology0.0%
Top holdings over time
Share of the portfolio each quarter (current top 5)
Quarter-by-quarter activity
Positions bought (new or added) vs sold (trimmed or exited)
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Column filters
| Ticker | Company | Sector | Shares | Value | % of portfolio | Change | Δ shares | Δ shares % | Est. Δ value ↓ ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Inc (Class B) | Financials | 87.85K | $43.96M | 3.0% | Added | +37.4K | +74.1% | +$18.71M |
| BRK.A | Berkshire Hathaway Inc (Class A) | Financials | 11 | $8.24M | 0.6% | Added | +9 | +450.0% | +$6.74M |
| PFE | Pfizer Inc | Health Care | 231.00K | $5.56M | 0.4% | New | +231.0K | — | +$5.56M |
| CPB | CAMPBELL'S Co | Consumer Staples | 116.50K | $2.59M | 0.2% | New | +116.5K | — | +$2.59M |
| UPS | United Parcel Service Inc (Class B) | Industrials | 23.80K | $2.56M | 0.2% | New | +23.8K | — | +$2.56M |
| KHC | Kraft Heinz Co | Consumer Staples | 202.30K | $4.78M | 0.3% | Added | +97.0K | +92.1% | +$2.29M |
| PGR | Progressive Corp | Financials | 72.20K | $15.77M | 1.1% | Added | +5.8K | +8.7% | +$1.27M |
| AAPL | Apple Inc | Information Technology | 2.40K | $694.46K | 0.0% | Held | 0 | 0.0% | $0 |
| EPD | Enterprise Products Partners L.p. | Utilities | 5.46M | $200.56M | 13.5% | Held | 0 | 0.0% | $0 |
| HOMB | Home Bancshares Inc | Financials | 12.10K | $345.45K | 0.0% | Held | 0 | 0.0% | $0 |
| OZK | Bank OZK | Financials | 921.25K | $47.99M | 3.2% | Held | 0 | 0.0% | $0 |
| WRB | Berkley W R Corp | Financials | 256.35K | $18.08M | 1.2% | Held | 0 | 0.0% | $0 |
| JOE | ST JOE Co | Real Estate | 18.18M | $1.14B | 76.4% | Reduced | -1.0M | -5.4% | -$64.37M |
Column filters
No positions were fully sold this quarter.
13F filings on record (4)
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