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Front Street Capital Management’s St. Joe Company JOE Stock Holding History

Front Street Capital Management’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.8M Sell
282,984
-47,365
-14% -$3.17M 2.36% 16
2025
Q4 		$19.6M Sell
330,349
-5,407
-2% -$303K 2.78% 11
2025
Q3 		$16.6M Sell
335,756
-14,386
-4% -$725K 2.56% 13
2025
Q2 		$16.7M Sell
350,142
-6,911
-2% -$309K 3.2% 10
2025
Q1 		$16.8M Sell
357,053
-68,556
-16% -$3.21M 3.2% 11
2024
Q4 		$19.1M Sell
425,609
-69,471
-14% -$3.59M 3.32% 11
2024
Q3 		$28.9M Sell
495,080
-10,772
-2% -$631K 4.67% 9
2024
Q2 		$27.7M Sell
505,852
-17,878
-3% -$1.01M 5.3% 8
2024
Q1 		$30.4M Sell
523,730
-20,864
-4% -$1.15M 5.7% 8
2023
Q4 		$32.8M Sell
544,594
-27,995
-5% -$1.47M 6.54% 5
2023
Q3 		$30.3M Sell
572,589
-20,821
-4% -$1.2M 6.66% 5
2023
Q2 		$28.7M Sell
593,410
-51,175
-8% -$2.23M 6.06% 5
2023
Q1 		$26.8M Sell
644,585
-49,182
-7% -$2.11M 5.79% 5
2022
Q4 		$26.8M Sell
693,767
-32,938
-5% -$1.18M 6.44% 4
2022
Q3 		$23.3M Buy
726,705
+2,683
+0.4% +$104K 5.89% 4
2022
Q2 		$28.6M Sell
724,022
-47,377
-6% -$2.36M 6.79% 4
2022
Q1 		$45.7M Sell
771,399
-8,766
-1% -$453K 8.51% 2
2021
Q4 		$40.6M Sell
780,165
-3,881
-0.5% -$188K 7.49% 3
2021
Q3 		$33M Buy
784,046
+595
+0.1% +$26.2K 6.34% 5
2021
Q2 		$35M Buy
783,451
+3,141
+0.4% +$142K 6.36% 4
2021
Q1 		$33.5M Sell
780,310
-4,566
-0.6% -$218K 6.33% 5
2020
Q4 		$33.3M Sell
784,876
-9,547
-1% -$304K 7.3% 2
2020
Q3 		$16.4M Buy
794,423
+19,140
+2% +$401K 4.58% 7
2020
Q2 		$15.1M Buy
775,283
+48,249
+7% +$889K 4.51% 9
2020
Q1 		$12.2M Sell
727,034
-3,236
-0.4% -$64.2K 4.41% 8
2019
Q4 		$14.5M Sell
730,270
-26,191
-3% -$485K 3.82% 9
2019
Q3 		$13M Sell
756,461
-23,049
-3% -$409K 3.69% 10
2019
Q2 		$13.5M Buy
779,510
+100,310
+15% +$1.68M 3.51% 11
2019
Q1 		$11.2M Buy
679,200
+66,801
+11% +$1.03M 2.94% 16
2018
Q4 		$8.06M Buy
612,399
+290,567
+90% +$4.33M 2.6% 17
2018
Q3 		$5.41M Buy
321,832
+30,710
+11% +$538K 1.86% 19
2018
Q2 		$5.23M Sell
291,122
-1,930
-0.7% -$34.6K 2.02% 21
2018
Q1 		$5.52M Buy
293,052
+35,934
+14% +$666K 2.11% 19
2017
Q4 		$4.64M Buy
257,118
+3,803
+2% +$70.4K 1.64% 20
2017
Q3 		$4.78M Buy
253,315
+5,969
+2% +$111K 1.75% 22
2017
Q2 		$4.64M Sell
247,346
-1,331
-0.5% -$23.6K 1.79% 21
2017
Q1 		$4.24M Buy
248,677
+16,930
+7% +$290K 1.69% 21
2016
Q4 		$4.26M Hold
231,747
– – 2.04% 21
2016
Q3 		$4.26M Sell
231,747
-1,615
-0.7% -$30K 2.03% 21
2016
Q2 		$4.13M Buy
+233,362
New +$3.97M 2.05% 19

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Front Street Capital Management's JOE Position: Q1 2026 in Review

Front Street Capital Management reduced its St. Joe Company (JOE) stake by 14% in Q1 2026, selling an estimated $3.17M and leaving 282,984 shares worth $17.8M. The position accounts for 2.36% of the portfolio, ranked #16.

Front Street Capital Management first reported a position in JOE in Q2 2016 and has held it in 40 quarters since. The position peaked at $45.7M in Q1 2022. 318 funds tracked by Wall St. Rank hold JOE as of Q1 2026.

  • Front Street Capital Management held 282,984 shares of St. Joe Company worth $17.8M as of Q1 2026.
  • Front Street Capital Management sold 47,365 St. Joe Company shares in Q1 2026, an estimated $3.17M.
  • St. Joe Company made up 2.36% of Front Street Capital Management's portfolio in Q1 2026, its #16 holding.
  • Front Street Capital Management first reported a position in St. Joe Company in Q2 2016 and has held it in 40 quarters since.
  • Front Street Capital Management's St. Joe Company position peaked at $45.7M in Q1 2022.
  • 318 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2026.

Based on Front Street Capital Management's 13F filing for Q1 2026, filed 21 May 2026.