ST JOE CO

$JOE
← All companies Sign in to track
Smart money positioned

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

13F holders
305
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 305 · Source: 13F-HR
01
Gendell Jeffrey L
79.67% of portfolio
19,210,167 sh
02
Bahl & Gaynor Inc.
—
1,595,485 sh
03
Axa S.a.
—
1,485,510 sh
04
State Street
—
1,430,583 sh
05
Transatlantique Private Wealth LLC
16.68% of portfolio
1,350,000 sh
06
Cibc World Markets Corp.
0.37% of portfolio
1,085,218 sh
07
Banyan Capital Management, Inc.
—
781,461 sh
08
Horizon Kinetics Asset Management LLC
0.45% of portfolio
554,837 sh
09
Marco Investment Management LLC
0.22% of portfolio
520,400 sh
10
Envestnet Asset Management Inc.
0.01% of portfolio
513,697 sh
See all 305 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $JOE in the recent window.

Congress trades · last 90 days

No Congress trades

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

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:58 UTC.