JOE

ST Joe Co/the

2 super-investor ownerscombined $1.21Blargest position 79.7%

2 super-investors hold JOE worth a combined $1.21B. The largest position: Bruce Berkowitz at 79.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 50 — ranked #42 of 724 scored stocks.

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Why super-investors own JOE

Ownership of JOE within this cohort is effectively a single-name story: Bruce Berkowitz holds 79.7% of his portfolio in the Florida real-estate developer, a $1.2B position that has defined his fund for years. Joel Greenblatt carries a nominal $2M stake, rounding to 0.0% of his portfolio. No one in the cohort added, trimmed, started, or exited a position in 2026Q1, and the owner count has sat at a flat two for at least the past eight quarters — Greenblatt appears to have been the second holder throughout that stretch. Cohort interest is neither rising nor fading; it is static, with Berkowitz's near-total concentration remaining the dominant and essentially unchanged signal.

AI-synthesized from 13F filings. Not investment advice.