Guru Ownership Trend
Guru Analysis for The St. Joe Company (JOE)
The St. Joe Company (JOE), a key player in the Real Estate sector, continues to attract institutional attention.
As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.3 B.
Top institutional holders include Bruce Berkowitz and Fairholme Focused Income Fund.
Notably, Bruce Berkowitz has expressed high conviction in this stock, allocating 76.43% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $57.3 M net outflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 156.0%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 56.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for The St. Joe Company (JOE)
Major holders include Bruce Berkowitz ($1.14 B), Fairholme Focused Income Fund ($1.14 B), Murray Stahl ($37.12 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 19.73 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $57.3 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited JOE. The total reported sell value was $66.69 M.
Yes, 1 managers opened new positions in JOE, and 3 increased their existing holdings. The total reported buy value was $9.39 M.
