17
JOE
ST JOE CO · Real Estate
Consensus score 17/100 · #27 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-07-10
vs 50-day avg
-5.2%
21-day momentum
-7.2%
recent volume
1.32×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-6.9%
30-wk MA slope
+1.0%
rel. strength
-1.0
52-wk range
53%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. 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
40.0%
of their portfolios
Combined value
$1.24B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Fairholme Capital Deep value | 79.7% | $1.21B | TRIM |
| Horizon Kinetics Franchise/inflation | 0.4% | $34M | TRIM |
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.