Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
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
2012   Q1 0 0.00 Sell 100.00% <0.01 $14.38–20.39 · VW $16.75i SEC
2011   Q4 15,900 <0.01 Buy <0.01 $12.72–16.46 · VW $14.68i $234,000 SEC
2011   Q1 0 0.00 Sell 100.00% 1.05 $21.50–30.34 · VW $26.70i SEC
2010   Q4 2,174,186 1.05 Reduce 0.93% 0.01 $17.04–25.39 · VW $20.44i $47,506,000 SEC
2010   Q3 2,194,486 1.27 Reduce 2.77% 0.04 $22.80–27.71 · VW $25.14i $54,577,000 SEC
2010   Q2 2,257,086 1.36 Reduce 1.20% 0.02 $21.25–37.44 · VW $27.72i $52,274,000 SEC
2010   Q1 2,284,398 1.56 Reduce 1.79% 0.03 $25.98–34.15 · VW $28.97i $73,900,000 SEC
2009   Q4 2,325,999 1.45 Add 0.30% <0.01 $23.29–30.98 · VW $26.27i $67,198,000 SEC
2009   Q3 2,319,117 1.44 Reduce 3.30% 0.05 $22.14–34.28 · VW $29.57i $67,533,000 SEC
2009   Q2 2,398,242 1.65 Reduce 17.86% 0.26 $16.09–27.45 · VW $23.92i $63,530,000 SEC
2009   Q1 2,919,633 1.47 Buy 1.47 $14.53–27.02 · VW $19.61i $48,875,000 SEC
2008   Q4 0 0.00 Sell 100.00% 3.52 $18.80–39.76 · VW $27.69i SEC
2008   Q2 492,071 3.52 Reduce 20.45% 0.72 $33.79–44.79 · VW $38.96i $14,337,721 SEC
2008   Q1 618,540 3.53 Add 13.49% 0.42 $29.50–46.82 · VW $38.47i $14,408,116 SEC
2007   Q4 544,995 3.76 Add 6.92% 0.24 $26.70–37.90 · VW $32.44i $15,347,635 SEC
2007   Q3 509,722 4.30 Reduce 26.86% 1.07 $30.43–47.34 · VW $36.82i $15,165,776,000 SEC
2007   Q2 696,927 4.00 Reduce 7.07% 0.30 $45.15–60.85 · VW $52.31i $15,039,431 SEC
2007   Q1 749,925 4.25 Reduce 3.53% 0.12 $52.16–64.10 · VW $56.03i $14,336,166,000 SEC
2006   Q4 777,350 3.47 Buy 3.47 $51.05–58.24 · VW $54.49i $14,510,926 SEC
2006   Q3 0 0.00 Sell 100.00% 3.90 $42.40–58.36 · VW $49.59i SEC
2006   Q2 684,273 3.90 Add 4.22% 0.16 $40.93–62.75 · VW $49.48i $14,702,903 SEC
2006   Q1 656,542 3.20 Reduce 1.57% 0.05 $56.50–68.41 · VW $61.87i $10,447,833 SEC
2005   Q4 666,982 3.14 Add 19.53% 0.51 $58.50–70.85 · VW $65.27i $9,922,379 SEC
2005   Q3 558,006 2.92 Reduce 12.41% 0.42 $59.79–85.25 · VW $72.29i $8,935,237 SEC
2005   Q2 637,032 3.40 Add 21.22% 0.60 $64.31–83.52 · VW $74.90i $7,812,515,000 SEC
2005   Q1 525,497 3.65 Add 6123.32% 3.59 $60.21–75.90 · VW $69.30i $7,808,274,000 SEC
2004   Q4 8,444 13.31 $1,004,853,451.53 $8,484,982,544,735 SEC
Price snapshot:
Current price$60.67
52-week low$46.02
52-week high$73.19