Select Equity Group’s St. Joe Company JOE Stock Holding History

Select Equity Group’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	$84M	Buy	1,341,063 +66,075	+5%	+$4.34M	0.42%	58
2026 Q1	$80.1M	Buy	1,274,988 +93,536	+8%	+$6.26M	0.41%	55
2025 Q4	$70.1M	Buy	1,181,452 +157,852	+15%	+$8.84M	0.3%	66
2025 Q3	$50.6M	Buy	1,023,600 +890,541	+669%	+$44.9M	0.21%	75
2025 Q2	$6.35M	Buy	+133,059	New	+$5.95M	0.03%	135
2023 Q4	–	Sell	-407,831	Closed	-$22.2M	–	173
2023 Q3	$22.2M	Sell	407,831 -205,009	-33%	-$11.8M	0.09%	100
2023 Q2	$29.6M	Sell	612,840 -12,668	-2%	-$552K	0.11%	98
2023 Q1	$26M	Buy	+625,508	New	+$26.8M	0.09%	94

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

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

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Select Equity Group's JOE Position: Q2 2026 in Review

Select Equity Group increased its St. Joe Company (JOE) stake by 5.2% in Q2 2026, buying an estimated $4.34M and bringing the position to 1,341,063 shares worth $84M. The position accounts for 0.42% of the portfolio, ranked #58.

Select Equity Group first reported a position in JOE in Q1 2023 and has held it in 8 quarters since. 320 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

Select Equity Group held 1,341,063 shares of St. Joe Company worth $84M as of Q2 2026.
Select Equity Group bought 66,075 St. Joe Company shares in Q2 2026, an estimated $4.34M.
St. Joe Company made up 0.42% of Select Equity Group's portfolio in Q2 2026, its #58 holding.
Select Equity Group first reported a position in St. Joe Company in Q1 2023 and has held it in 8 quarters since.
320 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.