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Oakum Bay Capital’s St. Joe Company JOE Stock Holding History

Oakum Bay Capital’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 		$163K Sell
2,600
-500
-16% -$33.5K 0.09% 59
2025
Q4 		$184K Buy
+3,100
New +$174K 0.09% 45

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

Oakum Bay Capital's JOE Position: Q1 2026 in Review

Oakum Bay Capital reduced its St. Joe Company (JOE) stake by 16% in Q1 2026, selling an estimated $33.5K and leaving 2,600 shares worth $163K. The position accounts for 0.09% of the portfolio, ranked #59.

Oakum Bay Capital first reported a position in JOE in Q4 2025 and has held it in 2 quarters since. The position peaked at $184K in Q4 2025. 320 funds tracked by Wall St. Rank hold JOE as of Q1 2026.

  • Oakum Bay Capital held 2,600 shares of St. Joe Company worth $163K as of Q1 2026.
  • Oakum Bay Capital sold 500 St. Joe Company shares in Q1 2026, an estimated $33.5K.
  • St. Joe Company made up 0.09% of Oakum Bay Capital's portfolio in Q1 2026, its #59 holding.
  • Oakum Bay Capital first reported a position in St. Joe Company in Q4 2025 and has held it in 2 quarters since.
  • Oakum Bay Capital's St. Joe Company position peaked at $184K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.