Guru Ownership Over Time
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 $1.31 B.
Top institutional holders include Bruce Berkowitz and Fairholme Focused Income Fund.
Notably, Bruce Berkowitz 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, Bruce Berkowitz reduced exposure by 3.1%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
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)
Top Guru holders include Bruce Berkowitz ($968.74 M), Fairholme Focused Income Fund ($968.74 M), Mario Gabelli ($31.39 M). Collectively, tracked Gurus hold 21.07 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $30.84 M, with 3 Gurus buying and 4 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 1 Gurus sold out of JOE completely. Total sell value was $32.2 M.
Yes, 2 Gurus opened new positions in JOE, and 1 added to their existing holdings. Total buy value was $1.36 M.