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

Polymer 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
2025
Q4 		– Sell
-7,347
Closed -$364K – 893
2025
Q3 		$364K Sell
7,347
-1,257
-15% -$63.4K 0.04% 521
2025
Q2 		$410K Buy
8,604
+2,305
+37% +$103K 0.05% 333
2025
Q1 		$296K Buy
6,299
+1,332
+27% +$62.3K 0.08% 356
2024
Q4 		$223K Buy
+4,967
New +$257K 0.06% 268

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return

Polymer Capital Management's JOE Position: Q4 2025 in Review

Polymer Capital Management sold out of St. Joe Company (JOE) in Q4 2025, closing a stake of 7,347 shares — an estimated $364K sold.

Polymer Capital Management first reported a position in JOE in Q4 2024 and held it in 4 quarters. The position peaked at $410K in Q2 2025. 296 funds tracked by Wall St. Rank hold JOE as of Q4 2025.

  • Polymer Capital Management reported no remaining St. Joe Company position as of Q4 2025 after selling out during the quarter.
  • Polymer Capital Management sold 7,347 St. Joe Company shares in Q4 2025, an estimated $364K.
  • Polymer Capital Management first reported a position in St. Joe Company in Q4 2024 and held it in 4 quarters.
  • Polymer Capital Management's St. Joe Company position peaked at $410K in Q2 2025.
  • 296 funds tracked by Wall St. Rank held St. Joe Company as of Q4 2025.

Based on Polymer Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.