Security

JOE

St Joe Co. · COM

CUSIP 790148100 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity →
owners 11
max % 79.7%
tracked value $1.6B
qoq N 1 A 4 R 5

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Bruce Berkowitz - Fairholme Capital Management LLC 2026 Q1 79.7% Reduce -0.76 pp 19,210,167 $1.2B hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.4% Reduce -0.08 pp 542,609 $34M hist
Two Sigma Investments, LP 2025 Q4 0.0% Exit -0.01 pp 128,352 $8M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add 0.00 pp 54,900 $3M hist
Vanguard Group Inc. 2025 Q4 0.0% Reduce 0.00 pp 5,717,399 $339M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce 0.00 pp 48,949 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 36,273 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 20,973 $1M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 19,882 $1M hist
Natixis Advisors, LLC 2026 Q1 0.0% New 0.0% 10,469 $657 hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 5,612 $352 hist

11 tracked managers · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line FY2023 FY2024 FY2025
Revenue $389.28M $402.74M $513.25M
Gross profit — $167.22M $220.97M
Gross margin * — 41.5% 43.1%
Net income $77.71M $74.19M $115.63M
Net margin * 20.0% 18.4% 22.5%

Balance sheet

line FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $1.52B $1.54B $1.52B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $683.06M $724.28M $766.29M

Cash flow

line FY2023 FY2024 FY2025
Cash from operations $103.85M $107.99M $190.7M
Cash from investing -$99.14M -$50.38M -$26.22M
Cash from financing $40.76M -$52.07M -$124.28M
Net change in cash $45.47M $5.55M $40.2M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0000745308

ownership over time

filing count by report period · click a bar for that quarter’s holders