Bruce Berkowitz's JOE Position Overview
Bruce Berkowitz (via Fairholme Capital Management LLC) currently holds 19.6M shares of The St. Joe Company (JOE) worth $968.74 M, representing 78.19% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Bruce Berkowitz has maintained a long-term strategic position in JOE, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 1.5M shares. Largest reduction occurred in Q3 2023, reducing 1.1M shares.
Analysis based on 13F filings available since 2013 Q2
Bruce Berkowitz's The St Joe Company (JOE) Holding Value Over Time
Track share changes against reported price movement
Quarterly The St Joe Company (JOE) Trades by Bruce Berkowitz
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +25.02 M | Add 0.00% | 25.02 M | $21.05 |
| Q3 2013 | -7,300 | Reduce 0.03% | 25.01 M | $19.62 |
| Q4 2013 | -147,129 | Reduce 0.59% | 24.86 M | $19.19 |
| Q1 2014 | -16,300 | Reduce 0.07% | 24.85 M | $19.25 |
| Q2 2014 | -10,306 | Reduce 0.04% | 24.84 M | $25.43 |
| Q3 2014 | -27,400 | Reduce 0.11% | 24.81 M | $19.93 |
| Q4 2014 | -30,100 | Reduce 0.12% | 24.78 M | $18.39 |
| Q1 2015 | -31,200 | Reduce 0.13% | 24.75 M | $18.56 |
| Q2 2015 | -123,280 | Reduce 0.50% | 24.62 M | $15.53 |
| Q3 2015 | -170,478 | Reduce 0.69% | 24.45 M | $19.13 |
| Q4 2015 | +62,600 | Add 0.26% | 24.52 M | $18.51 |
| Q1 2016 | -533,843 | Reduce 2.18% | 23.98 M | $17.15 |
| Q2 2016 | +467,200 | Add 1.95% | 24.45 M | $17.72 |
| Q3 2016 | -5,100 | Reduce 0.02% | 24.45 M | $18.38 |
| Q4 2016 | -16,040 | Reduce 0.07% | 24.43 M | $19.00 |
| Q1 2017 | -28,100 | Reduce 0.12% | 24.4 M | $17.05 |
| Q2 2017 | +1.08 M | Add 4.44% | 25.48 M | $18.75 |
| Q3 2017 | +1.52 M | Add 5.96% | 27 M | $18.85 |
| Q4 2017 | +895,014 | Add 3.31% | 27.9 M | $18.05 |
| Q1 2018 | -415,719 | Reduce 1.49% | 27.48 M | $18.85 |
| Q2 2018 | -37,661 | Reduce 0.14% | 27.44 M | $17.95 |
| Q3 2018 | -49,669 | Reduce 0.18% | 27.39 M | $16.80 |
| Q4 2018 | -846,552 | Reduce 3.09% | 26.55 M | $13.17 |
| Q1 2019 | -15,700 | Reduce 0.06% | 26.53 M | $16.49 |
| Q2 2019 | -24,810 | Reduce 0.09% | 26.51 M | $17.28 |
| Q3 2019 | -167,155 | Reduce 0.63% | 26.34 M | $17.13 |
| Q4 2019 | -22,316 | Reduce 0.08% | 26.32 M | $19.83 |
| Q1 2020 | +196,352 | Add 0.75% | 26.51 M | $16.78 |
| Q2 2020 | -22,736 | Reduce 0.09% | 26.49 M | $19.42 |
| Q3 2020 | -47,176 | Reduce 0.18% | 26.44 M | $20.63 |
| Q4 2020 | -14,000 | Reduce 0.05% | 26.43 M | $42.45 |
| Q1 2021 | -684,800 | Reduce 2.59% | 25.75 M | $42.90 |
| Q3 2021 | -502,467 | Reduce 1.95% | 25.24 M | $42.10 |
| Q4 2021 | -155,600 | Reduce 0.62% | 25.09 M | $52.05 |
| Q1 2022 | -470,900 | Reduce 1.88% | 24.62 M | $59.24 |
| Q2 2022 | -146,800 | Reduce 0.60% | 24.47 M | $39.56 |
| Q4 2022 | -181,342 | Reduce 0.74% | 24.29 M | $38.65 |
| Q1 2023 | -147,000 | Reduce 0.61% | 24.14 M | $41.61 |
| Q2 2023 | -361,000 | Reduce 1.50% | 23.78 M | $48.34 |
| Q3 2023 | -1.07 M | Reduce 4.49% | 22.71 M | $54.33 |
| Q4 2023 | -32,600 | Reduce 0.14% | 22.68 M | $60.18 |
| Q1 2024 | -166,000 | Reduce 0.73% | 22.51 M | $57.97 |
| Q2 2024 | -992,981 | Reduce 4.41% | 21.52 M | $54.70 |
| Q3 2024 | -374,100 | Reduce 1.74% | 21.15 M | $58.31 |
| Q4 2024 | -528,600 | Reduce 2.50% | 20.62 M | $44.93 |
| Q1 2025 | -410,600 | Reduce 1.99% | 20.21 M | $46.95 |
| Q2 2025 | -2,700 | Reduce 0.01% | 20.2 M | $47.70 |
| Q3 2025 | -625,800 | Reduce 3.10% | 19.58 M | $49.48 |
Bruce Berkowitz's The St Joe Company Investment FAQs
Bruce Berkowitz first purchased The St. Joe Company (JOE) in Q2 2013, acquiring 25,017,933 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Bruce Berkowitz has held The St. Joe Company (JOE) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Bruce Berkowitz's largest addition to The St. Joe Company (JOE) was in Q2 2013, adding 25,017,933 shares worth $526.63 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Bruce Berkowitz's firm, Fairholme Capital Management LLC, owns 19,578,367 shares of The St. Joe Company (JOE), valued at approximately $968.74 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The St. Joe Company (JOE) represents approximately 78.19% of Bruce Berkowitz's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Bruce Berkowitz's peak holding in The St. Joe Company (JOE) was 27,897,499 shares, as reported at the end of Q4 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.