Shares held by Farjoy (all per recent company Annual...

Shares held by Farjoy (all per recent company Annual Reports):
TPG - 6.254m x $7.77 = $48.6m
NHC - 15.5m x $1.62 = $25.11m
SOL - 0.706m x $21.07 = $14.83m
COE - 4.35m x $0.51 = $2.2m
BKI - 1.55m x $1.61 = $2.53m
BKI - 1.46m x $1.61 = $2.35m (in Tim's own name - not Farjoy Pty Ltd)
MDC - 23.98m x $0.28 = $6.71m
AJM - 77.31m x $0.063 = $4.87m (Trading currently suspended)
BAT - 179m x $0.007 = $1.25m
NOX - approx $1m
POS - approx $1m
NUH - approx $3m
CZL - approx $1m

So roughly $100m+ above, not including FAR

and this was what I could find in 15 minutes of googling where Farjoy shows up in top 20 holdings of ASX companies in 2019 (or 2018) annual reports. Looks like Tim holds some further ASX shares in his own name.

His FAR holding is 514m x $0.03 = $15.42m so that makes up roughly 12% of Farjoy's known listed portfolio, not to mention unknown ASX, foreign listed, and unlisted investments as well as cash and property etc . So FAR making up less than 5% of FARJOY's portfolio seems reasonable to me given FAR makes up roughly 12% of their known listed portfolio.