Kerrisdale Advisers’s St. Joe Company JOE Stock Holding History

Kerrisdale Advisers’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 Q2	$1.29M	Sell	20,610 -3,380	-14%	-$222K	0.32%	63
2026 Q1	$1.51M	Hold	23,990	–	–	0.57%	45
2025 Q4	$1.42M	Hold	23,990	–	–	0.67%	37
2025 Q3	$1.19M	Hold	23,990	–	–	0.62%	39
2025 Q2	$1.14M	Hold	23,990	–	–	0.6%	34
2025 Q1	$1.13M	Hold	23,990	–	–	0.47%	37
2024 Q4	$1.08M	Hold	23,990	–	–	0.36%	55
2024 Q3	$1.4M	Sell	23,990 -13,813	-37%	-$810K	0.48%	51
2024 Q2	$2.07M	Hold	37,803	–	–	0.65%	39
2024 Q1	$2.19M	Hold	37,803	–	–	0.69%	38
2023 Q4	$2.27M	Hold	37,803	–	–	0.68%	39
2023 Q3	$2.05M	Sell	37,803 -15,735	-29%	-$909K	0.65%	42
2023 Q2	$2.59M	Sell	53,538 -9,000	-14%	-$392K	0.7%	44
2023 Q1	$2.6M	Hold	62,538	–	–	0.77%	41
2022 Q4	$2.42M	Buy	+62,538	New	+$2.24M	0.72%	42

Other funds holding JOE

FCM

Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kerrisdale Advisers's JOE Position: Q2 2026 in Review

Kerrisdale Advisers reduced its St. Joe Company (JOE) stake by 14% in Q2 2026, selling an estimated $222K and leaving 20,610 shares worth $1.29M. The position accounts for 0.32% of the portfolio, ranked #63.

Kerrisdale Advisers first reported a position in JOE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.6M in Q1 2023. 321 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

Kerrisdale Advisers held 20,610 shares of St. Joe Company worth $1.29M as of Q2 2026.
Kerrisdale Advisers sold 3,380 St. Joe Company shares in Q2 2026, an estimated $222K.
St. Joe Company made up 0.32% of Kerrisdale Advisers's portfolio in Q2 2026, its #63 holding.
Kerrisdale Advisers first reported a position in St. Joe Company in Q4 2022 and has held it in 15 quarters since.
Kerrisdale Advisers's St. Joe Company position peaked at $2.6M in Q1 2023.
321 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.