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 Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.44 B.
Top institutional holders include Fairholme Focused Income Fund and Bruce Berkowitz.
Notably, Fairholme Focused Income Fund has expressed high conviction in this stock, allocating 78.19% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $30.84 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who opened a new position. Conversely, Fairholme Focused Income Fund reduced exposure by 3.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for The St. Joe Company (JOE)
Major holders include Fairholme Focused Income Fund ($968.74 M), Bruce Berkowitz ($968.74 M), Mario Gabelli ($37.37 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 21.07 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $30.84 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited JOE. The total reported sell value was $32.2 M.
Yes, 2 managers opened new positions in JOE, and 1 increased their existing holdings. The total reported buy value was $1.36 M.
