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JOE St Joe Co.

Real Estate, filed as ST JOE CO (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • Max 76.4%
  • $1.2B
  • 1 add 1 reduce

In 2026 Q2 Murray Stahl added to St Joe, while Bruce Berkowitz trimmed.

Who owns this now

Largest portfolio weights among holders, up to 76.4% (Bruce Berkowitz, Fairholme Capital Management). Not free-float ownership.

  1. Bruce Berkowitz Reduce 76.4%
  2. Murray Stahl Add 0.42%

Who owns JOE

Sorted by value, long equity only, as of 2026 Q2.

History
Bruce Berkowitz, Fairholme Capital Management 76.4%, was 79.7% Reduce −5.4% 18,182,367 $1.1B History
Murray Stahl, Horizon Kinetics Asset Management 0.42%, was 0.37% Add +9.2% 592,608 $37M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by JOE's executives, directors and 10% owners in the last 12 months, from their Form 4s

All JOE insider trades
  • None no insider bought on the open market
  • $82.3M sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Bruce R Berkowitz 10% owner, +1 joint filer
    Sale
    $9.2M 140,400 shares at $65.71 0.9% of stake
    Traded Jun 18 Filed Jun 23
  2. Bruce R Berkowitz 10% owner, +1 joint filer
    Sale
    $12.1M 184,700 shares at $65.39 1.2% of stake
    Traded Jun 12–16 Filed Jun 16
  3. Bruce R Berkowitz 10% owner, +1 joint filer
    Sale
    $3.9M 59,700 shares at $65.11 0.4% of stake
    Traded Jun 9–10 Filed Jun 11
  4. Bruce R Berkowitz 10% owner, +1 joint filer
    Sale
    $7.9M 121,700 shares at $65.12 0.8% of stake
    Traded Jun 4–8 Filed Jun 8
  5. Bruce R Berkowitz 10% owner, +1 joint filer
    Sale
    $7.6M 115,700 shares at $65.94 0.7% of stake
    Traded May 8–11 Filed May 12
  6. Bruce R Berkowitz 10% owner, +1 joint filer
    Sale
    $24.8M 377,800 shares at $65.75 2.4% of stake
    Traded May 5–7 Filed May 7
  7. Bruce R Berkowitz 10% owner, +1 joint filer
    Sale
    $1.5M 21,100 shares at $72.22 0.1% of stake
    Traded Mar 17 Filed Mar 19
  8. Bruce R Berkowitz 10% owner, +1 joint filer
    Sale
    $103K 1,400 shares at $73.50 <0.1% of stake
    Traded Mar 4 Filed Mar 6
  9. Bruce R Berkowitz 10% owner, +1 joint filer
    Sale
    $2.8M 39,000 shares at $72.37 0.2% of stake
    Traded Feb 27–Mar 3 Filed Mar 3
  10. Bruce R Berkowitz 10% owner, +1 joint filer
    Sale
    $1.1M 16,000 shares at $71.22 0.1% of stake
    Traded Feb 18–20 Filed Feb 20
  11. Bruce R Berkowitz 10% owner, +1 joint filer
    Sale
    $6.7M 101,600 shares at $65.51 0.6% of stake
    Traded Jan 15–16 Filed Jan 20
  12. Bruce R Berkowitz 10% owner, +1 joint filer
    Sale
    $4.5M 71,900 shares at $62.32 0.4% of stake
    Traded Dec 15–17 Filed Dec 17, 2025

Also filed in the last 12 months, not counted as buying or selling: 9 share withholdings for taxes and 4 stock grants.

Congress

No member of Congress reported trading JOE in the last three years. 1 member listed it in 2025 annual reports.

All Congress trades

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
10-Q
8-K 2.02,8.01,9.01
8-K 2.02,8.01,9.01
10-Q
SCHEDULE 13D/A —
8-K 5.07
8-K 7.01,9.01
SCHEDULE 13D/A —
8-K 8.01
SCHEDULE 13G —
8-K 2.02,8.01,9.01
10-Q
DEF 14A
DEFA14A
SCHEDULE 13G/A —
8-K 2.02,8.01,9.01
10-K
10-Q

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric 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

Metric FY2023 FY2024 FY2025
Total assets $1.52B $1.54B $1.52B
Total equity $683.06M $724.28M $766.29M

Cash flow

Metric 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

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Further reading

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