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 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.41 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 Steven Cohen who opened a new position. Conversely, Fairholme Focused Income Fund reduced exposure by 3.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 78.19% | Reduce -3.1% | 19,578,367 | $968.74 M | Q3 2025 | |
| 78.19% | Reduce -3.1% | 19,578,367 | $968.74 M | Q3 2025 | |
| 0.30% | Reduce -2.5% | 634,410 | $31.39 M | Q3 2025 | |
| 0.34% | Reduce 0.0% | 555,729 | $27.5 M | Q3 2025 | |
| 0.01% | Add 7.5% | 209,195 | $10.35 M | Q3 2025 | |
| 0.04% | 78,800 | $3.9 M | Q3 2025 | ||
| 0.00% | New Buy | 8,531 | $422,123 | Q3 2025 | |
| 0.00% | New Buy | 4,470 | $221,176 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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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 ($31.39 M). According to the latest reported data, 7 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.