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ST JOE CO

JOE

Holders

2

Combined Value

$1.21B

Combined Shares

19,265,067

Current Price

$64.92

52W High

$73.54

vs 52W High

−11.7%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$41.36$49.70$58.03$66.37Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $54.70Q3 2024 · implied price $58.31Q4 2024 · implied price $44.93Q1 2025 · implied price $46.95Q2 2025 · implied price $47.70Q3 2025 · implied price $49.48Q4 2025 · implied price $59.37Q1 2026 · implied price $62.80Bruce Berkowitz - Fairholme Capital · bought 21,520,167 shares @ ~$54.70 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 15,002 shares @ ~$58.31 · Q3 2024 (new position)Bruce Berkowitz - Fairholme Capital · sold 374,100 shares @ ~$58.31 · Q3 2024Jim Simons - Renaissance Technologies · bought 46,898 shares @ ~$44.93 · Q4 2024Bruce Berkowitz - Fairholme Capital · sold 528,600 shares @ ~$44.93 · Q4 2024Bruce Berkowitz - Fairholme Capital · sold 410,600 shares @ ~$46.95 · Q1 2025Jim Simons - Renaissance Technologies · sold 48,839 shares @ ~$46.95 · Q1 2025Jim Simons - Renaissance Technologies · sold 4,061 shares @ ~$47.70 · Q2 2025Bruce Berkowitz - Fairholme Capital · sold 2,700 shares @ ~$47.70 · Q2 2025Bruce Berkowitz - Fairholme Capital · sold 625,800 shares @ ~$49.48 · Q3 2025Jim Simons - Renaissance Technologies · sold 9,000 shares @ ~$47.70 · Q3 2025 (sold out)Jim Simons - Renaissance Technologies · bought 8,900 shares @ ~$59.37 · Q4 2025 (new position)Bruce Berkowitz - Fairholme Capital · sold 155,900 shares @ ~$59.37 · Q4 2025Jim Simons - Renaissance Technologies · bought 46,000 shares @ ~$62.80 · Q1 2026Bruce Berkowitz - Fairholme Capital · sold 212,300 shares @ ~$62.80 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Bruce Berkowitz - Fairholme Capital$1.21B79.67%~$54.70+18.7%SELL Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$3.45M0.01%~$62.24+4.3%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Bruce Berkowitz - Fairholme CapitalSELL−$13.33M~$62.80
Q1 2026Jim Simons - Renaissance TechnologiesBUY+$2.89M~$62.80
Q4 2025Bruce Berkowitz - Fairholme CapitalSELL−$9.26M~$59.37
Q4 2025Jim Simons - Renaissance TechnologiesNEW BUY+$528.4K~$59.37
Q3 2025Bruce Berkowitz - Fairholme CapitalSELL−$30.96M~$49.48
Q3 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$429.3K~$47.70
Q2 2025Jim Simons - Renaissance TechnologiesSELL−$193.7K~$47.70
Q2 2025Bruce Berkowitz - Fairholme CapitalSELL−$128.8K~$47.70
Q1 2025Bruce Berkowitz - Fairholme CapitalSELL−$19.28M~$46.95
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$2.29M~$46.95
Q4 2024Bruce Berkowitz - Fairholme CapitalSELL−$23.75M~$44.93
Q4 2024Jim Simons - Renaissance TechnologiesBUY+$2.11M~$44.93
Q3 2024Bruce Berkowitz - Fairholme CapitalSELL−$21.81M~$58.31
Q3 2024Jim Simons - Renaissance TechnologiesNEW BUY+$874.8K~$58.31
Q2 2024Bruce Berkowitz - Fairholme CapitalNEW BUY+$1.18B~$54.70

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 2026219,265,067-0.9%$1.21B$62.80
Q4 2025219,431,367-0.8%$1.15B$59.37
Q3 2025119,578,367-3.1%$968.74M$49.48
Q2 2025220,213,167-0.0%$964.17M$47.70
Q1 2025220,219,928-2.2%$949.33M$46.95
Q4 2024220,679,367-2.3%$929.12M$44.93
Q3 2024221,161,069-1.7%$1.23B$58.31
Q2 2024121,520,167—$1.18B$54.70