St Joe SEC Filings

Fairholme Fund, a major holder of St Joe Co (JOE), reported sales of common stock. On January 15, 2026, the fund sold 87,700 shares at $65.51 per share. On January 16, 2026, it sold another 13,900 shares at $65.50 per share, leaving 16,151,124 St Joe shares reported as beneficially owned after the transactions.

The securities were held by The Fairholme Fund, a series of Fairholme Funds, Inc. Bruce R. Berkowitz may be deemed a beneficial owner through his control of Fairholme Capital Management, LLC, but he and Fairholme disclaim beneficial ownership except to the extent of any pecuniary interest. A separate block of 606,866 St Joe shares is reported as directly owned by Mr. Berkowitz.

Fairholme Capital Management filed a notice of proposed sale of 5,500 common shares, with an aggregate market value of $360,250, to be sold through National Financial Services on the NYSE. The issuer lists 57,744,530 shares of this class outstanding, providing context for the size of the planned sale.

The 5,500 shares come from open market purchases made in May and June 2017, all paid for in full with cash shortly after each trade. Over the past three months, Fairholme Capital Management has already sold additional common shares, including 54,900 shares on 11/05/2025 for gross proceeds of $3,244,480.20 and other smaller blocks in November and December 2025.

Fairholme Capital Management, L.L.C. has filed a notice of proposed sale under Rule 144 covering 5,000 shares of JOE common stock, with an aggregate market value of $303,700, to be sold through National Financial Services on the NYSE around 12/23/2025. These shares are part of positions originally acquired in August 2017 through open‑market purchases paid fully in cash.

Over the prior three months, Fairholme has already sold JOE common stock in multiple transactions, including 54,900 shares on 11/05/2025 for gross proceeds of $3,244,480.20 and other smaller sales such as 11,000 shares on 10/06/2025 for $541,860.00. By signing the notice, the seller represents that they do not know of any undisclosed material adverse information about the issuer.

Bruce R. Berkowitz reported open‑market sales of ST JOE Co common stock in mid‑December 2025. Sales included 59,000 shares on 12/15/2025 at $62.37 per share, 6,800 shares on 12/16/2025 at $62.18, and 6,100 shares on 12/17/2025 at $62.

After these transactions, he reports beneficial ownership of 16,252,724 shares in one position and 606,866 shares in another. The filing notes that some securities are held by The Fairholme Fund, for which Fairholme Capital Management, L.L.C. serves as investment manager, and that Berkowitz and Fairholme disclaim beneficial ownership except to the extent of any pecuniary interest.

Fairholme Capital Management, L.L.C. has filed a Form 144 notice to sell 8,000 shares of JOE common stock on the NYSE through National Financial Services, with an aggregate market value of 456,533.38. The filing notes that 57,744,530 shares of this class are outstanding.

The shares to be sold were originally acquired in open market purchases in 2017, including 1,100 shares on 06/14/2017, 6,200 shares on 08/22/2017, and 700 shares on 08/25/2017, all for full cash payment. Over the past three months, Fairholme has already sold additional JOE common shares, including 11,000 shares on 10/06/2025 for 541,860.00 and 54,900 shares on 11/05/2025 for 3,244,480.20.

St. Joe Co. (JOE) received a Form 144 notice for a proposed sale of 60,000 common shares, with an aggregate market value $3,546,000. The filer lists National Financial Services as broker, an approximate sale date of 11/05/2025, and the NYSE as the exchange. The shares were originally acquired on 11/07/2017 via an open‑market purchase with full cash payment on 11/09/2017.

Shares outstanding were 57,744,530. The filing also lists recent sales by Fairholme Capital Management, L.L.C., including 5,300 shares on 09/08/2025 for $279,290 and 11,000 shares on 10/06/2025 for $541,860.

The St. Joe Company (JOE) reported stronger Q3 2025 results. Total revenue was $161.1 million, led by real estate revenue of $83.8 million, hospitality revenue of $60.6 million, and leasing revenue of $16.7 million. Net income attributable to the company was $38.7 million, or $0.67 per diluted share. Operating income reached $52.9 million.

For the nine months ended September 30, 2025, revenue was $384.4 million and net income attributable to the company was $85.7 million ($1.48 per diluted share). Cash and cash equivalents were $126.1 million and debt, net, was $399.0 million. Stockholders’ equity rose to $760.7 million. The company repurchased 535,099 shares (treasury stock at cost $25.1 million) and paid dividends of $0.14 per share in Q3. In September, the Watercrest JV sold its senior living property, generating $41.0 million of real estate revenue and $21.6 million cost of real estate revenue, yielding $19.4 million gross profit and a $19.1 million cash distribution to the company. As of October 27, 2025, common shares outstanding were 57,744,530.

The St. Joe Company furnished quarterly results and declared a dividend. The company announced it furnished a press release with financial results for the third quarter ended September 30, 2025, as Exhibit 99.1. The Board also declared a quarterly cash dividend of $0.16 per share, payable on December 12, 2025, to shareholders of record at the close of business on November 13, 2025.

Form 144 notice for JOE reports a proposed sale of 11,000 common shares with an aggregate market value of $541,860 to be executed on 10/06/2025 through the NYSE. The filing lists prior acquisitions in 2017 totaling 11,000 shares bought via open-market purchases with full cash payment on dates between 05/18/2017 and 06/14/2017. The filing also discloses a recent sale by Fairholme Capital Management, L.L.C. of 5,300 shares on 09/08/2025 for gross proceeds of $279,290. The filer certifies no undisclosed material adverse information and warns that intentional misstatements may constitute a federal crime.