20
JOE
ST JOE CO · Real Estate
Consensus score 20/100 · #28 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-10-14
vs 50-day avg
+0.5%
21-day momentum
+2.5%
recent volume
0.89×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S3· ToppingStage Analysis · Weinstein
vs 30-wk avg
+0.7%
30-wk MA slope
-0.7%
rel. strength
-0.9
52-wk range
72%
Topping — momentum stalling at the highs; distribution risk. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
38.4%
of their portfolios
Combined value
$1.18B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Fairholme Capital Deep value | 76.4% | $1.14B | TRIM |
| Horizon Kinetics Franchise/inflation | 0.4% | $37M | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.