ST JOE CO

$JOE
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Smart money positioned

12 of the Top-200 alpha managers hold $JOE as of the latest 13F snapshot.

13F holders
10
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$JOE is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 79.67%, with an average of 7.03% of portfolio. Largest holder: Fairholme Capital Management LLC at 79.67%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Fairholme Capital Management LLC
79.67% ↓ 0.8pp
α +53.8pts
02
Intrinsic Value Partners, LLC
4.48% held
α +13.8pts
03
River Road Asset Management, LLC
0.10% NEW
α +12.9pts
04
Fruth Investment Management
0.05% held
α +79.5pts
05
WINTON GROUP Ltd
0.04% held
α +27.0pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 10 · Source: 13F-HR
01
Fairholme Capital Management LLC
79.67% of portfolio
19,210,167 sh
02
Vanguard Group Inc.
—
5,717,399 sh
03
State Street
—
1,485,510 sh
04
Two Sigma
0.01% of portfolio
167,712 sh
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
—
80,553 sh
06
Renaissance Technologies
0.01% of portfolio
54,900 sh
07
Citadel
—
36,273 sh
08
Citigroup Inc.
—
18,059 sh
09
WINTON GROUP Ltd
0.04% of portfolio
17,061 sh
10
Erste Asset Management GmbH
0.01% of portfolio
11,500 sh

Insider activity · last 90 days

48 transactions · 6 filers
23 Jun 2026
Unknown —
▼ SOLD
—
—
S
16 Jun 2026
Berkowitz Bruce R —
▼ SOLD
26,700
$65.03
S
15 Jun 2026
Berkowitz Bruce R —
▼ SOLD
94,200
$65.59
S
12 Jun 2026
Berkowitz Bruce R —
▼ SOLD
63,800
$65.25
S
10 Jun 2026
Berkowitz Bruce R —
▼ SOLD
29,200
$65.13
S
09 Jun 2026
Berkowitz Bruce R —
▼ SOLD
30,500
$65.09
S
08 Jun 2026
Berkowitz Bruce R —
▼ SOLD
29,000
$65.12
S
05 Jun 2026
Berkowitz Bruce R —
▼ SOLD
33,600
$65.18
S
04 Jun 2026
Berkowitz Bruce R —
▼ SOLD
59,100
$65.09
S
11 May 2026
Berkowitz Bruce R —
▼ SOLD
29,200
$65.48
S
08 May 2026
Berkowitz Bruce R —
▼ SOLD
86,500
$66.09
S
07 May 2026
Berkowitz Bruce R —
▼ SOLD
25,000
$65.33
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $JOE in the recent window.

Convergence · $JOE

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:49 UTC.