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

Nitor 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
Q2 		$33M Sell
526,496
-1,104
-0.2% -$72.4K 22.26% 2
2026
Q1 		$33.1M Sell
527,600
-7,831
-1% -$524K 25.51% 1
2025
Q4 		$31.8M Buy
+535,431
New +$30M 28.27% 1

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

Nitor Capital Management's JOE Position: Q2 2026 in Review

Nitor Capital Management reduced its St. Joe Company (JOE) stake by 0.21% in Q2 2026, selling an estimated $72.4K and leaving 526,496 shares worth $33M. The position accounts for 22.26% of the portfolio, ranked #2.

Nitor Capital Management first reported a position in JOE in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.1M in Q1 2026. 320 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Nitor Capital Management held 526,496 shares of St. Joe Company worth $33M as of Q2 2026.
  • Nitor Capital Management sold 1,104 St. Joe Company shares in Q2 2026, an estimated $72.4K.
  • St. Joe Company made up 22.26% of Nitor Capital Management's portfolio in Q2 2026, its #2 holding.
  • Nitor Capital Management first reported a position in St. Joe Company in Q4 2025 and has held it in 3 quarters since.
  • Nitor Capital Management's St. Joe Company position peaked at $33.1M in Q1 2026.
  • 320 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Nitor Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.