Ticker · CUSIP 790148100

JOE

ST JOE CO

Real Estate·Real Estate - Diversified

···Share

Holders (tracked)

Combined shares

20,655,685

Combined value

$1.23B

Last close

$68.32

Quarter

2025Q4

Price is +15.1% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$68.32+26.12 (+61.91%)H $72.62 · L $40.38 · Avg Vol 226K

Tracked holders · last 8 quarters

+2 vs previous quarter over the last 8.

SEC event timeline

22 events

AQR Capital Management trimmed2026-02-17
−22,095 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+10,069 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−1,802 shares · 2025Q4
Position
Steve Cohen (Point72) added2026-02-17
+78,552 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+2,478 shares · 2025Q4
Position
Bruce Berkowitz (Fairholme) trimmed2026-02-17
−155,900 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+52,081 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+3,652 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) opened position2026-02-13
+3,548 shares · 2025Q4
Position
Renaissance Technologies opened position2026-02-12
+8,900 shares · 2025Q4
Position
Mario Gabelli (GAMCO) trimmed2026-02-05
−4,900 shares · 2025Q4
Position
AQR Capital Management added2025-11-14
+14,531 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−3,710 shares · 2025Q3
Position
Steve Cohen (Point72) opened position2025-11-14
+8,531 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−96,063 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−67,490 shares · 2025Q3
Position
Bruce Berkowitz (Fairholme) trimmed2025-11-14
−625,800 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+1,653 shares · 2025Q3
Position
Renaissance Technologies exited2025-11-13
−9,000 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−22,967 shares · 2025Q3
Position
Mario Gabelli (GAMCO) trimmed2025-11-12
−16,100 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−51,526 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for JOE →

Follow-the-investor returns

If you'd copied each holder of JOE…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Bruce Berkowitz (Fairholme)	2016Q1	$17.34	+294.0%	$1.33B
Mario Gabelli (GAMCO)	2016Q1	$17.56	+289.2%	$43.0M
T. Rowe Price	2016Q1	$30.99	+120.5%	$3.1M
Renaissance Technologies	2016Q1	$46.43	+47.1%	$608K
D.E. Shaw & Co.	2016Q1	$47.57	+43.6%	$725K
AQR Capital Management	2016Q1	$47.81	+42.9%	$12.8M
Izzy Englander (Millennium Mgmt)	2016Q2	$48.61	+40.5%	$1.0M
Two Sigma Investments	2017Q3	$52.30	+30.6%	$8.8M
Ken Griffin (Citadel Advisors)	2016Q1	$53.98	+26.6%	$690K
Ken Griffin (Citadel Advisors)	2016Q1	$53.98	+26.6%	$690K
Ken Griffin (Citadel Advisors)	2016Q1	$53.98	+26.6%	$690K
Steve Cohen (Point72)	2018Q1	$58.06	+17.7%	$5.9M
Ray Dalio (Bridgewater Associates)	2025Q4	$59.37	+15.1%	$242K

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Renaissance Technologies
+8,900
$528K
Ray Dalio (Bridgewater Associates)
+3,548
$211K

Added to5

Steve Cohen (Point72)
+78,552
$4.7M
Two Sigma Investments
+52,081
$3.1M
Ken Griffin (Citadel Advisors)
+10,069
$598K
Izzy Englander (Millennium Mgmt)
+3,652
$217K
T. Rowe Price
+2,478
$147

Trimmed4

Bruce Berkowitz (Fairholme)
−155,900
$9.3M
AQR Capital Management
−22,095
$1.3M
Mario Gabelli (GAMCO)
−4,900
$291K
D.E. Shaw & Co.
−1,802
$107K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	12	35,117,562	$20.47B	—
2022Q2	12	34,777,830	$14.02B	—
2022Q3	15	31,610,937	$1.01B	+3
2022Q4	13	31,283,054	$1.21B	-2
2023Q1	12	30,958,406	$1.29B	-1
2023Q2	10	30,515,804	$1.48B	-2
2023Q3	14	29,556,421	$1.61B	+4
2023Q4	13	29,753,353	$1.79B	-1
2024Q1	13	29,792,051	$1.73B	—
2024Q2	14	29,073,230	$1.59B	+1
2024Q3	14	22,283,240	$1.30B	—
2024Q4	15	22,114,016	$993.6M	+1
2025Q1	14	21,470,594	$1.01B	-1
2025Q2	12	21,479,511	$1.02B	-2
2025Q3	11	20,675,102	$1.02B	-1
2025Q4	13	20,655,685	$1.23B	+2

Who owns JOE

13 super-investors · 2025Q4

Tracked stake

20.66M

Combined value

$1.23B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New2Added7Trim4

#	Manager	Shares	Value	% of book	Last action	8Q trend
1	Bruce Berkowitz Fairholme	19.42M	$1.15B	80.4%	Trim−155.9K
2	Mario Gabelli GAMCO	629.5K	$37M	0.4%	Trim−4.9K
3	AQR Capital Management	187.1K	$11M	0.0%	Trim−22.1K
4	Two Sigma Investments	128.4K	$8M	0.0%	Added+52.1K
5	Steve Cohen Point72	87.1K	$5M	0.0%	Added+78.6K
6	Ken Griffin Citadel Advisors	61.6K	$4M	0.0%	Added+10.1K
7	T. Rowe Price	45.6K	$3M	0.0%	Added+2.5K
8	Ken Griffin Citadel Advisors	45.5K	$3M	0.0%	Added+10.1K
9	Izzy Englander Millennium Mgmt	15.4K	$912K	0.0%	Added+3.7K
10	D.E. Shaw & Co.	10.6K	$630K	0.0%	Trim−1.8K
11	Ken Griffin Citadel Advisors	10.1K	$600K	0.0%	Added+10.1K
12	Renaissance Technologies	8.9K	$528K	0.0%	New+8.9K
13	Ray Dalio Bridgewater Associates	3.5K	$211K	0.0%	New+3.5K	—

Recent moves

20 transactions

TRIMD.E. Shaw & Co.
−1,802 · 2025Q4
ADDTwo Sigma Investments
+52,081 · 2025Q4
TRIMBruce Berkowitz (Fairholme)
−155,900 · 2025Q4
TRIMAQR Capital Management
−22,095 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+10,069 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+3,652 · 2025Q4
ADDSteve Cohen (Point72)
+78,552 · 2025Q4
ADDT. Rowe Price
+2,478 · 2025Q4
NEWRay Dalio (Bridgewater Associates)
+3,548 · 2025Q4
NEWRenaissance Technologies
+8,900 · 2025Q4
TRIMMario Gabelli (GAMCO)
−4,900 · 2025Q4
TRIMD.E. Shaw & Co.
−67,490 · 2025Q3
TRIMBruce Berkowitz (Fairholme)
−625,800 · 2025Q3
NEWSteve Cohen (Point72)
+8,531 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−3,710 · 2025Q3
TRIMTwo Sigma Investments
−96,063 · 2025Q3
ADDT. Rowe Price
+1,653 · 2025Q3
ADDAQR Capital Management
+14,531 · 2025Q3
SOLDRenaissance Technologies
−9,000 · 2025Q3
SOLDNorges Bank (Norway SWF)
−22,967 · 2025Q3

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