ST JOE Co
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
ST JOE Co
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Largest filed tie
0
filed ties
The St. Joe Company, together with its subsidiaries, operates as a real estate development, asset management, and operating company in Northwest Florida. It operates through three segments: Residential, Hospitality, and Commercial. The Residential segment plans and develops residential communities of various sizes for homebuilders or retail consumers. It primarily sells developed homesites and parcels of entitled or undeveloped land. The Hospitality segment owns and operates a private membership club, golf courses, beach clubs, retail outlets, marinas, and other entertainment assets. This segment also engages in the hotel, food and beverage, and gulf-front vacation rental operations, as well as provides management services. The Commercial segment engages in leasing of commercial property, multi-family, a senior living community, and other assets. This segment also plans, develops, entitles, manages, and sells commercial land holdings for retail, office, hotel, senior living, multi-family, self-storage, and industrial uses; and grows and sells pulpwood, sawtimber, and other forest products. The company owns 170,000 acres of land in Northwest Florida. The St. Joe Company was incorporated in 1936 and is based in Panama City Beach, Florida.
The St. Joe Company, together with its subsidiaries, operates as a real estate development, asset management, and operating company in Northwest Florida. It operates through three segments: Residential, Hospitality, and Commercial. The Residential segment plans and develops residential communities of various sizes for homebuilders or retail consumers. It primarily sells developed homesites and parcels of entitled or undeveloped land. The Hospitality segment owns and operates a private membership club, golf courses, beach clubs, retail outlets, marinas, and other entertainment assets. This segment also engages in the hotel, food and beverage, and gulf-front vacation rental operations, as well as provides management services. The Commercial segment engages in leasing of commercial property, multi-family, a senior living community, and other assets. This segment also plans, develops, entitles, manages, and sells commercial land holdings for retail, office, hotel, senior living, multi-family, self-storage, and industrial uses; and grows and sells pulpwood, sawtimber, and other forest products. The company owns 170,000 acres of land in Northwest Florida. The St. Joe Company was incorporated in 1936 and is based in Panama City Beach, Florida.
No other changes.
No other changes.
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Annual filing, covered
10-K parsed · Feb 25 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 25 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Same SIC code · 2
Same SEC industry code: Stratus Properties Inc and Amrep Corp.; of ST JOE Co's 6 closest co-movers, none share that code.
Same SIC code · 2
Same SEC industry code: Stratus Properties Inc and Amrep Corp.; of ST JOE Co's 6 closest co-movers, none share that code.
+5.39%
vs ±4.8% implied · ×1.13
shaded = implied · ▲▼ = realized
| Manager | Value | % base | |
|---|---|---|---|
| Fairholme | $1.1B | 36.19% | −5.35% |
| BlackRockindex-like | $385.1M | 12.24% | +2.77% |
| Vanguard Portfolioindex-like | $245.7M | 7.81% | +2.16% |
| Vanguardindex-like | $112.7M | 3.58% | −0.03% |
| State Streetindex-like | $97.3M | 3.09% | +4.61% |
| Manager | Value | % base | |
|---|---|---|---|
| Fairholme | $1.1B | 36.19% | −5.35% |
| BlackRockindex-like | $385.1M | 12.24% | +2.77% |
| Vanguard Portfolioindex-like | $245.7M | 7.81% | +2.16% |
| Vanguardindex-like | $112.7M | 3.58% | −0.03% |
| State Streetindex-like | $97.3M | 3.09% | +4.61% |
Bull1
Bear2
Expected move
Inputsspot 70.45exp Mar 19ATM strike 70ATM straddle 9.75IV 29%
ST JOE Co
70.82