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 Q1 2026, a total of 8 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 79.67% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $21.07 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 516.9%. Conversely, Steven Cohen reduced exposure by 43.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for The St. Joe Company (JOE)
Major holders include Bruce Berkowitz ($1.21 B), Fairholme Focused Income Fund ($1.21 B), Murray Stahl ($34.08 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 20.64 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $21.07 M, with 3 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited JOE. The total reported sell value was $26.63 M.
Yes, 0 managers opened new positions in JOE, and 3 increased their existing holdings. The total reported buy value was $5.56 M.
