Bruce R Berkowitz

Bruce R Berkowitz (10% Owner) sold 140,400 shares of JOE at $65.71 on 2026-06-18 for $9,225,684.00

Bruce R Berkowitz, a 10% owner, sold 140,400 shares at $65.71 on 2026-06-18, reducing his position from 15,214,024 shares to 15,073,624 shares. The current market price is $66.31, placing the transaction 9.8% below the 52-week high of $73.54. This sale is the most recent of five consecutive sales at JOE between 2026-06-09 and 2026-06-18, collectively representing a series of dispositions over a 10-day period. Across Berkowitz's cross-ticker open-market history, his 20 prior sells had an average 90-day return of -11.1% with a well-timed rate of 100.00%, though none of the prior trades at JOE have yet reached measurable 90-day outcomes to evaluate performance at this specific ticker.

10% Owner Berkowitz sells 184,700 JOE shares over 3 days for $12,077,829 at avg $65.39; stock now $64.37

Bruce R Berkowitz, a 10% owner of ST JOE Co, executed 3 separate sales totaling 184,700 shares for $12,077,829 between June 12–16, 2026, at prices ranging from $65.03 to $65.59 (blended average $65.39). This represents a 1.2% reduction in his holdings, leaving him with 15,214,024 shares. The sales occurred near the stock's 52-week high of $73.54 (current price $64.37 is 12.5% below that peak), and the 30-day performance shows +1.3% while the 90-day change is -6.9%. Across Berkowitz's cross-ticker track record, his prior 20 sells have a 90d well-timed rate of 70.00% with an average 90d return of -6.0%; however, his 5 prior trades at JOE all occurred within the same filing window (June 4–10) with no measurable 90d outcomes yet. The transaction's magnitude and timing relative to recent price peaks merit investor attention to whether this reflects portfolio adjustment or early signaling.

10% Owner Berkowitz sold 59,700 shares for $3,887,346 across two days; prior trades at JOE all well-timed at 90-day mark.

Berkowitz sold 59,700 shares totaling $3,887,346.00 at a blended average price of $65.11 on June 9–10, 2026, reducing his holdings by 0.4% to 15,398,724 shares. This is the sixth sale at JOE in May–June 2026; his five prior trades at this ticker from May 5–11 all showed negative 90-day returns, meaning the stock declined after each sale. His cross-ticker track record across 20 prior sells shows an average 90-day return of +0.6% and a well-timed rate of 60.00%, indicating mixed timing skill overall. The current price of $64.96 is 11.7% below the 52-week high of $73.54, and the stock is up 1.2% over 30 days but down 7.8% over 90 days. With revenue of $99,044,000.00, net income of $13,934,000.00, and a P/E of 33.31, the company is growing at +27.4% annually but carries a relatively elevated valuation. The pattern of consecutive sales at this ticker warrants attention to whether fundamental or market-driven factors are motivating the liquidation.

10% owner Bruce R Berkowitz sold 121,700 shares for $7,925,347.00 across 3 transactions at JOE (Jun 4–8, 2026).

Bruce R Berkowitz, a 10% owner at ST JOE Co, executed 3 separate sales totaling 121,700 shares for $7,925,347.00 over four trading days (June 4–8, 2026), reducing his holdings by 0.8% from 15,580,124 to 15,458,424 shares. The blended average price across the sales was $65.12, only 0.6% above the current price of $64.71, which sits 12.0% below the 52-week high of $73.54. His prior 5 trades at JOE each exhibited negative 90-day returns, with a 90-day well-timed rate of 60.00% on his cross-ticker track record overall. The stock's price declined 1.6% over the past 30 days and 8.3% over 90 days, consistent with the downward drift observed after his recent prior sales at this ticker.

10% owner Bruce Berkowitz sold 115,700 shares for $7.6M; all five prior sales at this ticker were well-timed, but stock still trades well below 52-week highs.

Bruce Berkowitz, a 10% beneficial owner of ST. JOE Co, executed two sales totaling over $7.6 million in early May, reducing his holdings by a small fraction. What makes this noteworthy is his track record at this specific stock: all five of his prior sales at ST. JOE have been well-timed exits, with the stock declining in the months following each sale. This consistent pattern suggests Berkowitz has demonstrated an ability to exit this position ahead of weakness. However, the current sale occurs while the stock trades notably below its 52-week high and has declined over the past three months, meaning he may be selling into an already-weakened price environment rather than ahead of deterioration. The company itself remains profitable and is growing revenue at a healthy rate, so the sales appear driven by portfolio management rather than fundamental concerns—a typical pattern for institutional holders managing large positions. Investors watching this stock would benefit from understanding whether the selling reflects expected near-term headwinds or simply rebalancing by a patient, long-term holder who has successfully timed exits in the past.

Bruce Berkowitz sells ~378K shares for $24.8M; continues 5-trade pattern of well-timed exits from JOE.

Bruce Berkowitz, a major institutional holder of ST JOE Co with a 10% beneficial ownership stake, sold approximately 378,000 shares across three trading days in early May, totaling nearly $24.8 million. This sale is a continuation of his consistent selling pattern at this company—he has now executed five consecutive sales, all of which proved well-timed: every previous exit occurred before the stock declined over both the near and long term. The company itself remains profitable with strong revenue growth and is trading moderately below its recent highs, suggesting Berkowitz is not exiting a company in distress but rather executing disciplined portfolio reductions into a period where the stock has lost some ground from its peak. His track record at this specific name shows institutional discipline rather than panic—his prior sales consistently preceded weakness—making this latest tranche consistent with his demonstrated approach to managing this large holding.

10% owner Bruce Berkowitz sold 21,100 shares of JOE at $72.22 on 2026-03-17; holds 16,073,624 shares post-transaction.

Berkowitz, a 10% owner, sold 21,100 shares at $72.22, representing a minimal -0.1% reduction in his 16.07M-share position. The transaction price of $72.22 is only 5.0% below the 52-week high of $72.79 and well above the current price of $68.80, suggesting the sale occurred near recent strength. This is Berkowitz's fifth consecutive sell at JOE within a 23-day window (2026-02-19 through 2026-03-17), indicating a sustained pattern of share liquidation. His cross-ticker track record shows a 90d well-timed rate of 8.33%, but prior sells at JOE are too recent to have measurable 90-day outcomes; notably, his same-ticker history at JOE shows no well-timed sells recorded to date. The modest sale size relative to total holdings, combined with the recent sustained selling pattern, merits observation of whether this reflects portfolio management or a broader signal about the position.

10% Owner Bruce Berkowitz sells 39,000 shares across 3 trades (Feb 27–Mar 3) at blended $72.37, stock near 52-week highs

Bruce Berkowitz, a 10% owner of ST JOE Co (JOE), executed 3 separate sales totaling 39,000 shares for $2,822,350.00 over a six-day period, with transaction prices ranging from $71.85 to $73.14 and a blended average of $72.37. The current price is $72.79, at the top of the 52-week range ($40.82–$72.79), and the stock has surged +10.0% over 30 days and +17.8% over 90 days. This sale represents a -0.2% reduction of his holdings to 16,096,124 shares post-transaction. His cross-ticker selling track record shows an average 90-day return after sells of +10.4% with a 33.33% well-timed rate, meaning his prior sales have generally been followed by stock appreciation rather than declines. The company itself displays strong fundamentals: annual revenue growth of +27.4%, a P/E of 28.66, and quarterly net income of $38,707,000.00 on revenue of $161,076,000.00.

10% owner Berkowitz sold 16,000 shares for $1.1M across 3 trades (Feb 18-20) near 52-week highs; holds 16.14M shares post-transaction.

Bruce Berkowitz executed 3 separate sales totaling 16,000 shares for $1,139,546.00 at a blended average price of $71.22, coinciding with the stock trading near its 52-week high of $71.52 and following a 30-day gain of +10.0%. The sales represent only a 0.1% reduction from his substantial 16.15M-share position, leaving him with 16.14M shares post-transaction. His prior 5 trades at JOE have shown positive 30-day returns averaging +5.5%, but none yet have 90-day measurable outcomes to assess timing quality at this specific ticker. Across his broader cross-ticker history, his 20 prior sells averaged a 90-day return of +7.0% with a 46.67% well-timed rate, suggesting his sells have historically underperformed going forward. The minimal share reduction and proximate timing to 52-week highs merit attention, though the magnitude remains modest relative to his overall holdings.

10% owner BERKOWITZ sold 101,600 shares (two transactions) for $6,655,677 at $65.51 avg; retains 16.15M shares

BERKOWITZ BRUCE R, a 10% owner, executed two separate sales totaling 101,600 shares for $6,655,677 on January 15–16, 2026, at an average price of $65.51—near the stock's 52-week high of $65.50. The sales represent a modest 0.6% reduction of his substantial post-transaction holdings of 16.15M shares, indicating a minor portfolio adjustment rather than a material exit. His recent trade history at JOE shows three additional sales in mid-December 2025 (all posting positive 30-day returns of +2.6% to +5.5%), yet at the 90-day horizon his prior two measurable JOE sales (September and August 2025) failed to precede declines, suggesting inconsistent timing patterns at this specific ticker. Against his cross-ticker track record of 20 prior sells with a 52.94% well-timed rate and a modest +5.1% average 90-day return, this latest transaction occurs at an elevated price but provides limited directional signal on his conviction.