NYSE:JOEReal Estate
Will Fairholme’s Trim of Its Dominant JOE Stake Change St. Joe’s (JOE) Narrative?
In its fourth-quarter 2025 N-PORT filing, Fairholme Fund reported that it trimmed its position in The St. Joe Co. by 104,100 shares while still holding the stock as its largest investment.
This filing shows that St. Joe now represents about 87.04% of Fairholme Fund’s portfolio, underscoring how concentrated the fund’s exposure remains despite the reduction.
We’ll examine how Fairholme’s partial reduction of this still-dominant holding may influence St. Joe’s investment narrative for...