Murray Stahl's JOE Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 555,729 shares of The St. Joe Company (JOE) worth $27.5 M, representing 0.34% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Murray Stahl has maintained a strategic position in JOE, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 184,660 shares. Largest reduction occurred in Q4 2023, reducing 75,925 shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl'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 Murray Stahl
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2021 | +55,087 | New Buy | 55,087 | $42.90 |
| Q2 2021 | +180,805 | Add 328.22% | 235,892 | $44.61 |
| Q3 2021 | +29,960 | Add 12.70% | 265,852 | $42.10 |
| Q4 2021 | +184,660 | Add 69.46% | 450,512 | $52.05 |
| Q1 2022 | +81,082 | Add 18.00% | 531,594 | $59.24 |
| Q2 2022 | +60,803 | Add 11.44% | 592,397 | $39.56 |
| Q3 2022 | +17,596 | Add 2.97% | 609,993 | $32.03 |
| Q4 2022 | +73,846 | Add 12.11% | 683,839 | $38.65 |
| Q1 2023 | +24,295 | Add 3.55% | 708,134 | $41.61 |
| Q2 2023 | -44,721 | Reduce 6.32% | 663,413 | $48.34 |
| Q3 2023 | -49,466 | Reduce 7.46% | 613,947 | $54.33 |
| Q4 2023 | -75,925 | Reduce 12.37% | 538,022 | $60.18 |
| Q1 2024 | -35,048 | Reduce 6.51% | 502,974 | $57.97 |
| Q2 2024 | +28,331 | Add 5.63% | 531,305 | $54.70 |
| Q3 2024 | -7,457 | Reduce 1.40% | 523,848 | $58.31 |
| Q4 2024 | +40,354 | Add 7.70% | 564,202 | $44.93 |
| Q1 2025 | -13,863 | Reduce 2.46% | 550,339 | $46.95 |
| Q2 2025 | +5,552 | Add 1.01% | 555,891 | $47.70 |
| Q3 2025 | -162 | Reduce 0.03% | 555,729 | $49.48 |
Murray Stahl's The St Joe Company Investment FAQs
Murray Stahl first purchased The St. Joe Company (JOE) in Q1 2021, acquiring 55,087 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held The St. Joe Company (JOE) for 19 quarters since Q1 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl's largest addition to The St. Joe Company (JOE) was in Q4 2021, adding 450,512 shares worth $23.45 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 555,729 shares of The St. Joe Company (JOE), valued at approximately $27.5 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 0.34% of Murray Stahl'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.
Murray Stahl's peak holding in The St. Joe Company (JOE) was 708,134 shares, as reported at the end of Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.