# St JOE (JOE): value investors who own it | moatshark

2 value investors held St JOE in their Q3 2026 13F, led by Fairholme Capital Management, Horizon Kinetics.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Fairholme Capital Management | 76.4% | $1.1bn | Trimmed -5.4% | 53 |
| Horizon Kinetics | 0.4% | $37.1m | Added +9.2% | 22 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Fairholme Fund | Fairholme Capital Management | 76.8% | $991m | 2026-05-29 |
| Horizon Kinetics Inflation Beneficiaries ETF | Horizon Kinetics | 1.2% | $17.8m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/joe). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.