Bruce Berkowitz - Fairholme Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    10
Portfolio value:    $1,514,192,261
Holdings Activity Buys Sells    History
Holding/activity history for  The St. Joe Co. (JOE)
← All JOE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 19,210,167 79.67 Reduce 1.09% 0.88 $58.93–73.54 · VW $66.14i $1,206,398,488 SEC
2025   Q4 19,422,467 80.43 Reduce 0.80% 0.62 $46.37–63.13 · VW $57.75i $1,153,111,866 SEC
2025   Q3 19,578,367 78.19 Reduce 3.10% 2.43 $47.54–53.27 · VW $50.27i $968,737,599 SEC
2025   Q2 20,204,167 78.54 Reduce 0.01% 0.01 $40.19–49.64 · VW $44.95i $963,738,766 SEC
2025   Q1 20,206,867 78.07 Reduce 1.99% 1.56 $42.94–50.19 · VW $47.01i $948,712,406 SEC
2024   Q4 20,617,467 78.38 Reduce 2.50% 2.11 $43.50–60.36 · VW $50.57i $926,342,792 SEC
2024   Q3 21,146,067 84.52 Reduce 1.74% 1.47 $52.53–64.69 · VW $59.28i $1,233,027,167 SEC
2024   Q2 21,520,167 84.78 Reduce 4.41% 3.81 $51.66–59.83 · VW $56.28i $1,177,153,135 SEC
2024   Q1 22,513,148 86.35 Reduce 0.73% 0.64 $51.74–60.58 · VW $55.75i $1,305,087,190 SEC
2023   Q4 22,679,148 87.58 Reduce 0.14% 0.13 $45.93–61.49 · VW $52.24i $1,364,831,127 SEC
2023   Q3 22,711,748 87.69 Reduce 4.49% 3.93 $47.53–65.99 · VW $59.25i $1,233,929,269 SEC
2023   Q2 23,780,448 87.41 Reduce 1.50% 1.24 $38.81–48.76 · VW $44.76i $1,149,546,856 SEC
2023   Q1 24,141,448 83.08 Reduce 0.61% 0.48 $38.35–48.03 · VW $42.98i $1,004,525,651 SEC
2022   Q4 24,288,448 78.50 Reduce 0.74% 0.56 $31.11–39.56 · VW $36.52i $938,748,515 SEC
2022   Q3 24,469,790 76.18 $32.03 $783,767,000 SEC
2022   Q2 24,469,790 80.07 Reduce 0.60% 0.50 $37.80–62.21 · VW $48.97i $968,025,000 SEC
2022   Q1 24,616,590 84.64 Reduce 1.88% 1.60 $43.41–61.25 · VW $53.58i $1,458,287,000 SEC
2021   Q4 25,087,490 85.40 Reduce 0.62% 0.53 $42.43–54.23 · VW $48.68i $1,305,804,000 SEC
2021   Q3 25,243,090 85.54 Reduce 1.95% 1.77 $39.80–47.96 · VW $44.39i $1,062,734,000 SEC
2021   Q2 25,745,557 90.64 $44.61 $1,148,509,000 SEC
2021   Q1 25,745,557 91.16 Reduce 2.59% 2.35 $40.74–57.55 · VW $46.80i $1,104,484,000 SEC
2020   Q4 26,430,357 90.79 Reduce 0.05% 0.04 $20.33–49.98 · VW $34.71i $1,121,969,000 SEC
2020   Q3 26,444,357 83.59 Reduce 0.18% 0.15 $18.03–23.47 · VW $21.12i $545,547,000 SEC
2020   Q2 26,491,533 86.09 Reduce 0.09% 0.07 $15.78–22.36 · VW $18.72i $514,466,000 SEC
2020   Q1 26,514,269 87.23 Add 0.75% 0.65 $15.32–23.38 · VW $19.16i $444,909,000 SEC
2019   Q4 26,317,917 98.93 Reduce 0.08% 0.08 $16.69–20.68 · VW $19.25i $521,884,000 SEC
2019   Q3 26,340,233 94.99 Reduce 0.63% 0.62 $16.36–19.65 · VW $17.88i $451,208,000 SEC
2019   Q2 26,507,388 98.01 Reduce 0.09% 0.09 $15.58–17.95 · VW $16.78i $458,048,000 SEC
2019   Q1 26,532,198 92.44 Reduce 0.06% 0.06 $12.77–16.80 · VW $15.34i $437,516,000 SEC
2018   Q4 26,547,898 95.34 Reduce 3.09% 2.37 $12.63–16.81 · VW $14.81i $349,636,000 SEC
2018   Q3 27,394,450 76.79 Reduce 0.18% 0.12 $16.20–18.45 · VW $17.37i $460,227,000 SEC
2018   Q2 27,444,119 68.05 Reduce 0.14% 0.10 $16.75–19.05 · VW $17.81i $492,622,000 SEC
2018   Q1 27,481,780 74.10 Reduce 1.49% 1.04 $17.20–20.00 · VW $18.42i $518,032,000 SEC
2017   Q4 27,897,499 69.53 Add 3.31% 2.23 $17.43–19.45 · VW $18.41i $503,550,000 SEC
2017   Q3 27,002,485 56.24 Add 5.96% 3.16 $17.70–19.90 · VW $18.66i $508,997,000 SEC
2017   Q2 25,484,557 48.76 Add 4.44% 2.07 $16.45–19.55 · VW $17.99i $477,835,000 SEC
2017   Q1 24,401,157 40.33 Reduce 0.12% 0.05 $16.30–19.30 · VW $17.17i $416,040,000 SEC
2016   Q4 24,429,257 47.31 Reduce 0.07% 0.02 $16.55–21.90 · VW $19.31i $464,156,000 SEC
2016   Q3 24,445,297 36.02 Reduce 0.02% <0.01 $17.23–19.76 · VW $18.53i $449,305,000 SEC
2016   Q2 24,450,397 29.87 Add 1.95% 0.57 $15.88–18.05 · VW $17.17i $433,261,000 SEC
2016   Q1 23,983,197 24.86 Reduce 2.18% 0.42 $14.27–18.26 · VW $15.89i $411,312,000 SEC
2015   Q4 24,517,040 19.27 Add 0.26% 0.05 $17.64–21.64 · VW $19.48i $453,810,000 SEC
2015   Q3 24,454,440 14.33 Reduce 0.69% 0.06 $15.33–19.17 · VW $17.18i $467,813,000 SEC
2015   Q2 24,624,918 8.28 Reduce 0.50% 0.05 $14.94–19.18 · VW $16.23i $382,425,000 SEC
2015   Q1 24,748,198 9.12 Reduce 0.13% <0.01 $15.76–18.64 · VW $17.23i $459,327,000 SEC
2014   Q4 24,779,398 6.54 Reduce 0.12% <0.01 $17.45–20.23 · VW $18.81i $455,693,000 SEC
2014   Q3 24,809,498 7.16 Reduce 0.11% <0.01 $19.53–26.23 · VW $22.31i $494,453,000 SEC
2014   Q2 24,836,898 7.80 Reduce 0.04% <0.01 $17.60–26.64 · VW $23.02i $631,602,000 SEC
2014   Q1 24,847,204 5.97 Reduce 0.07% <0.01 $17.30–19.70 · VW $18.74i $478,309,000 SEC
2013   Q4 24,863,504 5.94 Reduce 0.59% 0.04 $16.82–22.00 · VW $18.83i $477,131,000 SEC
2013   Q3 25,010,633 6.18 Reduce 0.03% <0.01 $19.14–23.28 · VW $20.92i $490,709,000 SEC
2013   Q2 25,017,933 7.31 Reduce 0.07% <0.01 $18.83–21.47 · VW $20.29i $526,627,000 SEC
2013   Q1 25,035,855 7.25 Reduce 0.33% 0.03 $20.01–24.44 · VW $22.39i $532,012,000 SEC
2012   Q4 25,119,555 8.90 Reduce 0.92% 0.07 $18.79–23.41 · VW $21.35i $579,759,000 SEC
2012   Q3 25,351,628 7.52 Reduce 0.74% 0.05 $15.44–23.16 · VW $18.74i $494,357,000 SEC
2012   Q2 25,539,428 6.24 Reduce 0.68% 0.04 $14.32–19.24 · VW $16.75i $403,778,000 SEC
2012   Q1 25,715,428 6.52 Reduce 1.79% 0.12 $14.38–20.39 · VW $16.75i $474,185,000 SEC
2011   Q4 26,184,846 6.53 Reduce 1.08% 0.05 $12.72–16.46 · VW $14.68i $372,348,000 SEC
2011   Q3 26,471,591 4.94 Reduce 0.61% 0.03 $14.80–20.98 · VW $17.55i $384,897,000 SEC
2011   Q2 26,633,663 4.39 Reduce 0.35% 0.02 $18.31–27.20 · VW $22.87i $538,399,000 SEC
2011   Q1 26,727,836 4.83 Reduce 0.23% <0.01 $21.50–30.34 · VW $26.70i $649,965,000 SEC
2010   Q4 26,788,120 3.84 Add 0.06% <0.01 $17.04–25.39 · VW $20.44i $585,320,000 SEC
2010   Q3 26,772,820 6.18 Reduce 0.10% <0.01 $22.80–27.71 · VW $25.14i $665,840,000 SEC
2010   Q2 26,799,155 6.35 $23.16 $620,669,000 SEC
2010   Q1 26,799,155 9.19 Reduce 0.13% 0.01 $25.98–34.15 · VW $28.97i $866,953,000 SEC
2009   Q4 26,833,468 9.30 Add 4.77% 0.42 $23.29–30.98 · VW $26.27i $775,219,000 SEC
2009   Q3 25,611,755 11.20 Add 3.48% 0.38 $22.14–34.28 · VW $29.57i $745,814,000 SEC
2009   Q2 24,751,543 11.28 Add 34.11% 2.87 $16.09–27.45 · VW $23.92i $655,668,000 SEC
2009   Q1 18,456,326 6.58 Add 64.16% 2.57 $14.53–27.02 · VW $19.61i $308,959,000 SEC
2008   Q4 11,242,676 4.49 Add 2.09% 0.09 $18.80–39.76 · VW $27.69i $273,421,000 SEC
2008   Q3 11,012,900 5.32 Add 16.02% 0.73 $30.63–42.49 · VW $36.78i $430,494,000 SEC
2008   Q2 9,492,300 4.39 Reduce 26.28% 2.19 $33.79–44.79 · VW $38.96i $325,776,000 SEC
2008   Q1 12,876,800 8.33 Add 257.27% 6.00 $29.50–46.82 · VW $38.47i $552,801,000 SEC
2007   Q4 3,604,200 2.12 Buy 2.12 $26.70–37.90 · VW $32.44i $127,985,000 SEC
Price snapshot:
Current price$60.67
Avg. buy price$28.12
+/- since buy115.78%
52-week low$46.02
52-week high$73.19