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Murray Stahl’s St. Joe Company JOE Stock Holding History

Murray Stahl’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 		$37.1M Buy
592,608
+49,999
+9% +$3.28M 0.42% 25
2026
Q1 		$34.1M Sell
542,609
-12,228
-2% -$818K 0.37% 26
2025
Q4 		$32.9M Sell
554,837
-892
-0.2% -$50K 0.45% 26
2025
Q3 		$27.5M Sell
555,729
-162
-0% -$8.17K 0.34% 35
2025
Q2 		$26.5M Buy
555,891
+5,552
+1% +$248K 0.31% 37
2025
Q1 		$25.8M Sell
550,339
-13,863
-2% -$649K 0.29% 32
2024
Q4 		$25.3M Buy
564,202
+40,354
+8% +$2.09M 0.32% 32
2024
Q3 		$30.5M Sell
523,848
-7,457
-1% -$437K 0.46% 23
2024
Q2 		$29.1M Buy
531,305
+28,331
+6% +$1.6M 0.51% 23
2024
Q1 		$29.2M Sell
502,974
-35,048
-7% -$1.93M 0.55% 25
2023
Q4 		$32.4M Sell
538,022
-75,925
-12% -$4M 0.68% 22
2023
Q3 		$33.4M Sell
613,947
-49,466
-7% -$2.86M 0.66% 24
2023
Q2 		$32.1M Sell
663,413
-44,721
-6% -$1.95M 0.69% 28
2023
Q1 		$29.5M Buy
708,134
+24,295
+4% +$1.04M 0.57% 31
2022
Q4 		$26.4M Buy
683,839
+73,846
+12% +$2.64M 0.44% 35
2022
Q3 		$19.5M Buy
609,993
+17,596
+3% +$682K 0.39% 36
2022
Q2 		$23.4M Buy
592,397
+60,803
+11% +$3.03M 0.49% 35
2022
Q1 		$31.5M Buy
531,594
+81,082
+18% +$4.19M 0.63% 31
2021
Q4 		$23.4M Buy
450,512
+184,660
+69% +$8.95M 0.52% 35
2021
Q3 		$11.2M Buy
265,852
+29,960
+13% +$1.32M 0.26% 49
2021
Q2 		$10.5M Buy
235,892
+180,805
+328% +$8.15M 0.21% 53
2021
Q1 		$2.36M Buy
+55,087
New +$2.63M 0.05% 105

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Murray Stahl's JOE Position: Q2 2026 in Review

Murray Stahl increased its St. Joe Company (JOE) stake by 9.2% in Q2 2026, buying an estimated $3.28M and bringing the position to 592,608 shares worth $37.1M. The position accounts for 0.42% of the portfolio, ranked #25.

Murray Stahl first reported a position in JOE in Q1 2021 and has held it in 22 quarters since. 318 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Murray Stahl held 592,608 shares of St. Joe Company worth $37.1M as of Q2 2026.
  • Murray Stahl bought 49,999 St. Joe Company shares in Q2 2026, an estimated $3.28M.
  • St. Joe Company made up 0.42% of Murray Stahl's portfolio in Q2 2026, its #25 holding.
  • Murray Stahl first reported a position in St. Joe Company in Q1 2021 and has held it in 22 quarters since.
  • 318 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.